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iShares US Healthcare Providers ETF

145 hedge funds and large institutions have $472M invested in iShares US Healthcare Providers ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $386M → $472M (+$85.9M)

16.76% more ownership

Funds ownership: 248.37%265.13% (+17%)

4% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $6.24M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 145145 (0)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
42
Reduced
47
Closed
26
Calls
$6.48M
Puts
$6.24M
Net Calls
+$242K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
ISB
76
Iowa State Bank
Iowa
$343K
DWM
77
Dakota Wealth Management
Florida
$341K
SPIA
78
Steward Partners Investment Advisory
New York
$337K +$10.6K +320 +3%
CFA
79
Carroll Financial Associates
North Carolina
$336K +$325K +9,765 +17,755%
CAN
80
Claraphi Advisory Network
United States
$326K -$82.5K -2,480 -21%
Baird Financial Group
81
Baird Financial Group
Wisconsin
$314K +$305K +9,165 New
PAG
82
Private Advisor Group
New Jersey
$310K +$43.2K +1,300 +17%
WCM
83
WealthBridge Capital Management
Ohio
$289K -$22.5K -675 -7%
FHA
84
First Horizon Advisors
Tennessee
$283K
FHC
85
First Heartland Consultants
Missouri
$274K -$78.2K -2,350 -23%
Carson Wealth (CWM LLC)
86
Carson Wealth (CWM LLC)
Nebraska
$268K
OLA
87
Oliver Luxxe Assets
New Jersey
$267K +$257K +7,725 New
AHC
88
Adell Harriman & Carpenter
Texas
$257K -$49.9K -1,500 -17%
WA
89
WESPAC Advisors
California
$252K -$135K -4,050 -35%
HTC
90
Haverford Trust Company
Pennsylvania
$252K -$5.16K -155 -2%
SC
91
Scotia Capital
Ontario, Canada
$251K -$4.16K -125 -2%
VFA
92
Valeo Financial Advisors
Indiana
$240K +$16.6K +500 +8%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$227K -$34.8K -1,045 -14%
RMAM
94
Raab & Moskowitz Asset Management
New Jersey
$225K -$499 -15 -0.2%
CAN
95
Cetera Advisor Networks
California
$217K -$496K -14,905 -70%
SWP
96
Stratos Wealth Partners
Ohio
$214K -$8.98K -270 -4%
SS
97
Sunbelt Securities
Texas
$208K
TP
98
Tranquility Partners
Tennessee
$208K +$202K +6,075 New
Creative Planning
99
Creative Planning
Kansas
$206K +$200K +6,000 New
BPA
100
Beacon Pointe Advisors
California
$204K +$197K +5,910 New

IHF Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2019, worth a combined $472M — up 22% from $386M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHF positions and 26 closed out — a net gain of 1 holder — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Delek Group, adding an estimated $28.1M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $26.2M.

  • 145 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $472M of iShares US Healthcare Providers ETF stock for Q2 2019, up 22% quarter-over-quarter.
  • 27 funds opened new iShares US Healthcare Providers ETF positions in Q2 2019 and 26 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2019 was Delek Group, an estimated $28.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2019.