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iShares US Healthcare Providers ETF
IHF

150 hedge funds and large institutions have $589M invested in iShares US Healthcare Providers ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $553M → $589M (+$36.7M)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

4% less funds holding

Funds holding: 156 → 150 (-6)

16.26% less ownership

Funds ownership: 347.61% → 331.35% (-16%)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

79% less call options, than puts

Call options by funds: $3.78M | Put options by funds: $18.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
49
Reduced
45
Closed
22
Calls
$3.78M
Puts
$18.3M
Net Calls
-$14.6M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.1M
2
Barclays
Barclays
United Kingdom
+$18.8M
3
UBS Group
UBS Group
Switzerland
+$6.24M
4
UR
USCA RIA
Texas
+$2.77M
5
Goldman Sachs
Goldman Sachs
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
CI
Clal Insurance
Israel
-$27.9M
3
MIH
Meitav Investment House
Israel
-$14.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12M
5
PF
Phoenix Financial
Israel
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wolverine Trading
76
Wolverine Trading
Illinois
$380K -$424K -11,245 -53%
LG
77
Leuthold Group
Minnesota
$338K +$75.7K +2,010 +30%
PS
78
Portfolio Strategies
New York
$335K -$279K -7,400 -46%
MIH
79
Meitav Investment House
Israel
$323K -$14.4M -380,930 -98%
GFPC
80
Global Financial Private Client
Florida
$322K +$29.4K +780 +10%
FHA
81
Flagship Harbor Advisors
Massachusetts
$322K -$188 -5 -0.1%
FHC
82
First Heartland Consultants
Missouri
$310K +$188 +5 +0.1%
DWM
83
Dakota Wealth Management
Florida
$306K – – –
Baird Financial Group
84
Baird Financial Group
Wisconsin
$305K +$942 +25 +0.3%
Creative Planning
85
Creative Planning
Kansas
$300K +$293K +7,770 New
EPA
86
Element Pointe Advisors
Florida
$294K – – –
WCM
87
WealthBridge Capital Management
Ohio
$292K – – –
HTC
88
Haverford Trust Company
Pennsylvania
$284K – – –
KIA
89
KCM Investment Advisors
California
$281K +$565 +15 +0.2%
FHA
90
First Horizon Advisors
Tennessee
$280K – – –
TAM
91
Townsend Asset Management
North Carolina
$278K – – –
HighTower Advisors
92
HighTower Advisors
Illinois
$268K -$1.7K -45 -0.7%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$268K – – –
Citigroup
94
Citigroup
New York
$267K +$19K +505 +8%
VFA
95
Valeo Financial Advisors
Indiana
$265K -$18.8K -500 -7%
CAN
96
Cetera Advisor Networks
California
$253K -$26.2K -695 -10%
Fidelity Investments
97
Fidelity Investments
Massachusetts
$251K -$17.9K -475 -7%
TAM
98
Tocqueville Asset Management
New York
$251K – – –
WS
99
Wedbush Securities
California
$250K -$11.7K -310 -5%
VFA
100
Voya Financial Advisors
Connecticut
$244K +$243K +6,445 New
2 3
4
5 6

IHF Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2020, worth a combined $589M — up 6.6% from $553M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IHF and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Morgan Stanley, cutting an estimated $32.9M.

  • 150 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $589M of iShares US Healthcare Providers ETF stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2020 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2020 was Bank of America, an estimated $19.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2020 was Morgan Stanley, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2020.