iShares US Healthcare Providers ETF
104 hedge funds and large institutions have $256M invested in iShares US Healthcare Providers ETF in 2017 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 27 reducing their positions, and 10 closing their positions.
100% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 10
18.29% more ownership
Funds ownership: 214.19% → 232.48% (+18%)
16% more call options, than puts
Call options by funds: $446K | Put options by funds: $386K
15% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 27
13% more capital invested
Capital invested by funds: $227M → $256M (+$29.1M)
9% more funds holding
Funds holding: 95 → 104 (+9)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$4.87M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$3.66M |
| 3 |
Goldman Sachs
New York
|
+$3.48M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$3.19M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$2.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$4.78M |
| 2 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$2.33M |
| 3 |
Jane Street
New York
|
-$1.54M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$814K |
| 5 |
CWM
Concert Wealth Management
San Jose,
California
|
-$435K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
TFA
101
Transamerica Financial Advisors
St. Petersburg,
Florida
| $1K | – | – | – |
|
|
AIM
102
Advantage Investment Management
Cedar Rapids,
Iowa
| $1K | +$985 | +35 | New |
|
|
103
Citadel Advisors
Miami,
Florida
| – | -$4.78M | -178,280 | Closed |
|
|
KWM
104
Kingsview Wealth Management
Grants Pass,
Oregon
| – | -$2.33M | -86,790 | Closed |
|
|
105
Jane Street
New York
| – | -$1.54M | -57,455 | Closed |
|
|
CWM
106
Concert Wealth Management
San Jose,
California
| – | -$435K | -17,055 | Closed |
|
|
VKH
107
Virtu KCG Holdings
New York
| – | -$429K | -15,985 | Closed |
|
|
RMAM
108
Raab & Moskowitz Asset Management
Chatham,
New Jersey
| – | -$225K | -8,420 | Closed |
|
|
AIP
109
Almanack Investment Partners
Wayne,
Pennsylvania
| – | -$143K | -5,325 | Closed |
|
|
HWP
110
Hefty Wealth Partners
Auburn,
Indiana
| – | -$65K | -2,460 | Closed |
|
|
MAS
111
Madden Advisory Services
Jacksonville,
Florida
| – | -$17K | -640 | Closed |
|
|
MFW
112
Mosaic Family Wealth
St. Louis,
Missouri
| – | -$2.81K | -100 | Closed |
|
IHF Hedge Fund Activity: Q2 2017 in Review
104 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2017, worth a combined $256M — up 13% from $227M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IHF positions and 10 closed out — a net gain of 10 holders — while 31 added to existing stakes and 27 trimmed.
The largest buyer was Xponance, adding an estimated $4.87M. The largest seller was Citadel Advisors, exiting entirely with an estimated $4.78M sold.
- 104 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2017, up from 95 in Q1 2017.
- Funds reported $256M of iShares US Healthcare Providers ETF stock for Q2 2017, up 13% quarter-over-quarter.
- 20 funds opened new iShares US Healthcare Providers ETF positions in Q2 2017 and 10 closed out, a net change of +10 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q2 2017 was Xponance, an estimated $4.87M added.
- The largest iShares US Healthcare Providers ETF seller in Q2 2017 was Citadel Advisors, an estimated $4.78M sold.
Based on aggregated 13F filings for Q2 2017.