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iShares US Healthcare Providers ETF

156 hedge funds and large institutions have $553M invested in iShares US Healthcare Providers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132.45% more ownership

Funds ownership: 215.15%347.61% (+132%)

45% more capital invested

Capital invested by funds: $382M → $553M (+$170M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 158156 (-2)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

93% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $32.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
42
Reduced
47
Closed
27
Calls
$2.19M
Puts
$32.8M
Net Calls
-$30.6M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
76
Level Four Advisory Services
Texas
$310K -$44.1K -1,165 -11%
UR
77
USCA RIA
Texas
$305K -$1.59M -41,950 -82%
CB
78
Commerce Bank
Missouri
$282K -$65.1K -1,720 -17%
FHA
79
Flagship Harbor Advisors
Massachusetts
$279K -$36.7K -970 -10%
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$268K
FHC
81
First Heartland Consultants
Missouri
$267K +$378 +10 +0.1%
DWM
82
Dakota Wealth Management
Florida
$264K
Baird Financial Group
83
Baird Financial Group
Wisconsin
$262K -$96.1K -2,540 -24%
VFA
84
Valeo Financial Advisors
Indiana
$262K +$14.4K +380 +5%
Simplex Trading
85
Simplex Trading
Illinois
$261K +$282K +7,445 +1,909%
EPA
86
Element Pointe Advisors
Florida
$254K -$2.45M -64,650 -89%
GDP
87
Great Diamond Partners
Maine
$254K -$30.1K -795 -9%
WCM
88
WealthBridge Capital Management
Ohio
$253K +$31.2K +825 +12%
HTC
89
Haverford Trust Company
Pennsylvania
$246K
KIA
90
KCM Investment Advisors
California
$242K -$43.5K -1,150 -14%
FHA
91
First Horizon Advisors
Tennessee
$242K
CAN
92
Cetera Advisor Networks
California
$242K +$28.2K +745 +11%
TAM
93
Townsend Asset Management
North Carolina
$240K
HighTower Advisors
94
HighTower Advisors
Illinois
$240K +$26.9K +710 +12%
GFPC
95
Global Financial Private Client
Florida
$238K +$7.76K +205 +3%
Fidelity Investments
96
Fidelity Investments
Massachusetts
$233K +$24K +635 +10%
WS
97
Wedbush Securities
California
$226K -$613K -16,200 -70%
LG
98
Leuthold Group
Minnesota
$225K +$256K +6,755 New
WR
99
Watson Rebecca
$219K +$2.46K +65 +1%
TAM
100
Tocqueville Asset Management
New York
$217K

IHF Hedge Fund Activity: Q1 2020 in Review

156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2020, worth a combined $553M — up 45% from $382M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IHF positions and 27 closed out — a net gain of 2 holders — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $157M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 156 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2020, down from 158 in Q4 2019.
  • Funds reported $553M of iShares US Healthcare Providers ETF stock for Q1 2020, up 45% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare Providers ETF positions in Q1 2020 and 27 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2020 was Credit Suisse, an estimated $157M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2020 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2020.