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iShares US Healthcare Providers ETF
IHF

107 hedge funds and large institutions have $178M invested in iShares US Healthcare Providers ETF in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 24 increasing their positions, 32 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 14

9.45% more ownership

Funds ownership: 178.51% → 187.96% (+9.4%)

6% more capital invested

Capital invested by funds: $168M → $178M (+$10.2M)

1% more funds holding

Funds holding: 106 → 107 (+1)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

25% less repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 32

62% less call options, than puts

Call options by funds: $1.39M | Put options by funds: $3.65M

Holders
107
Holders Change
+1
Holders Change %
+0.94%
% of All Funds
2.45%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
24
Reduced
32
Closed
14
Calls
$1.39M
Puts
$3.65M
Net Calls
-$2.26M
Net Calls Change
-$1.99M

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$7.42M
2
Morgan Stanley
Morgan Stanley
New York
+$4.5M
3
MC
Martin & Co
Tennessee
+$3.71M
4
TRCT
Tower Research Capital (TRC)
New York
+$2.02M
5
Jane Street
Jane Street
New York
+$1.41M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.36M
2
TSS
Two Sigma Securities
New York
-$1.98M
3
Mawer Investment Management
Mawer Investment Management
Alberta, Canada
-$1.64M
4
Ameriprise
Ameriprise
Minnesota
-$1.36M
5
JFM
Jackson Financial Management
California
-$957K
Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
76
Wealthspire Advisors (Maryland)
Maryland
$71K +$9.75K +300 +15%
CAPTRUST Financial Advisors
77
CAPTRUST Financial Advisors
North Carolina
$66K – – –
RFM
78
Royal Fund Management
Florida
$63K – – –
BlackRock
79
BlackRock
New York
$55K – – –
LNB
80
Ledyard National Bank
$55K – – –
PFGIA
81
Patriot Financial Group Insurance Agency
Massachusetts
$55K – – –
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$51K +$4.88K +150 +10%
HWP
83
Hefty Wealth Partners
Indiana
$48K +$49.7K +1,530 New
Carson Wealth (CWM LLC)
84
Carson Wealth (CWM LLC)
Nebraska
$41K – – –
CIBC Private Wealth Group
85
CIBC Private Wealth Group
Georgia
$40K +$163 +5 +0.4%
Bessemer Group
86
Bessemer Group
New Jersey
$37K -$27.3K -840 -42%
FCMT
87
Founders Capital Management (Texas)
Texas
$32K – – –
WAS
88
WESPAC Advisors SoCal
California
$31K +$32.5K +1,000 New
Bank of Montreal
89
Bank of Montreal
Ontario, Canada
$30K – – –
TFS
90
TrustCore Financial Services
Tennessee
$29K – – –
MWM
91
MinichMacGregor Wealth Management
New York
$28K – – –
Barclays
92
Barclays
United Kingdom
$24K – – –
FEG
93
Financial Enhancement Group
Indiana
$22K +$22.8K +700 New
GAM
94
Gemmer Asset Management
California
$19K – – –
CCMW
95
Cypress Capital Management (Wyoming)
Wyoming
$17K – – –
NC
96
NewSquare Capital
Pennsylvania
$16K – – –
SSB
97
Sandy Spring Bank
Maryland
$14K – – –
JFA
98
JNBA Financial Advisors
Minnesota
$14K +$14.6K +450 New
SEI Investments
99
SEI Investments
Pennsylvania
$7K +$7.31K +225 New
William Blair & Company
100
William Blair & Company
Illinois
$7K +$7.48K +230 New
1 2 3
4
5

IHF Hedge Fund Activity: Q1 2018 in Review

107 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2018, worth a combined $178M — up 6.1% from $168M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IHF positions and 14 closed out — a net gain of 2 holders — while 24 added to existing stakes and 32 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $7.42M. The largest seller was Goldman Sachs, cutting an estimated $3.36M.

  • 107 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2018, up from 106 in Q4 2017.
  • Funds reported $178M of iShares US Healthcare Providers ETF stock for Q1 2018, up 6.1% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q1 2018 and 14 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2018 was Wharton Business Group, an estimated $7.42M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2018 was Goldman Sachs, an estimated $3.36M sold.

Based on aggregated 13F filings for Q1 2018.