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iShares US Healthcare Providers ETF
IHF

149 hedge funds and large institutions have $363M invested in iShares US Healthcare Providers ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $1.7M

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

10% more funds holding

Funds holding: 135 → 149 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less capital invested

Capital invested by funds: $487M → $363M (-$124M)

57.09% less ownership

Funds ownership: 266.54% → 209.44% (-57%)

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
46
Reduced
36
Closed
20
Calls
$3.45M
Puts
$1.7M
Net Calls
+$1.75M
Net Calls Change
+$416K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$33.4M
2
PWS
Paragon Wealth Strategies
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
SFI
SPC Financial Inc
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$105M
2
NCM
Niemann Capital Management
Nevada
-$19.5M
3
Citigroup
Citigroup
New York
-$9.48M
4
UCFA
United Capital Financial Advisors
Texas
-$9.13M
5
AI
Atria Investments
North Carolina
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
76
Dakota Wealth Management
Florida
$418K – – –
EAM
77
Evanson Asset Management
California
$400K – – –
IFS
78
Ifrah Financial Services
Arkansas
$394K -$17.1K -450 -4%
SPC
79
Sigma Planning Corp
Michigan
$391K -$4.55K -120 -1%
GCM
80
Gibraltar Capital Management
Oklahoma
$367K +$421K +11,110 New
VWM
81
Venturi Wealth Management
Texas
$358K -$606K -16,000 -59%
GPA
82
Garrison Point Advisors
California
$358K +$411K +10,835 New
CB
83
Commerce Bank
Missouri
$342K +$99.5K +2,625 +34%
KIA
84
KCM Investment Advisors
California
$340K +$379 +10 +0.1%
FHC
85
First Heartland Consultants
Missouri
$335K +$70.5K +1,860 +22%
ISB
86
Iowa State Bank
Iowa
$330K – – –
MBT
87
Montecito Bank & Trust
California
$327K +$153K +4,025 +69%
SPIA
88
Steward Partners Investment Advisory
New York
$322K +$12.3K +325 +3%
Creative Planning
89
Creative Planning
Kansas
$318K -$39.6K -1,045 -10%
DC
90
Davenport & Co
Virginia
$307K +$352K +9,280 New
AHC
91
Adell Harriman & Carpenter
Texas
$297K – – –
SC
92
Scotia Capital
Ontario, Canada
$293K +$9.1K +240 +3%
WCM
93
WealthBridge Capital Management
Ohio
$289K +$332K +8,750 New
CIBC World Market
94
CIBC World Market
Ontario, Canada
$285K +$327K +8,630 New
Renaissance Technologies
95
Renaissance Technologies
New York
$281K +$322K +8,500 New
FHA
96
First Horizon Advisors
Tennessee
$273K – – –
RBFC
97
Roman Butler Fullerton & Co
Missouri
$271K +$304K +8,030 New
HTC
98
Haverford Trust Company
Pennsylvania
$248K – – –
PAG
99
Private Advisory Group
Washington
$240K +$276K +7,270 New
LFAS
100
Level Four Advisory Services
Texas
$228K +$2.46K +65 +1%
2 3
4
5 6

IHF Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2018, worth a combined $363M — down 25% from $487M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IHF positions and 20 closed out — a net gain of 17 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $33.4M. The largest seller was Bank of Montreal, cutting an estimated $105M.

  • 149 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2018, up from 135 in Q3 2018.
  • Funds reported $363M of iShares US Healthcare Providers ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 37 funds opened new iShares US Healthcare Providers ETF positions in Q4 2018 and 20 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2018 was Bank of America, an estimated $33.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2018 was Bank of Montreal, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.