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iShares US Healthcare Providers ETF
IHF

119 hedge funds and large institutions have $268M invested in iShares US Healthcare Providers ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

51% more capital invested

Capital invested by funds: $178M → $268M (+$90.3M)

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

11% more funds holding

Funds holding: 107 → 119 (+12)

6.61% more ownership

Funds ownership: 187.96% → 194.57% (+6.6%)

5% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.91M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
31
Reduced
23
Closed
6
Calls
$2M
Puts
$1.91M
Net Calls
+$88K
Net Calls Change
+$2.35M

Top Buyers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
+$19.5M
2
Morgan Stanley
Morgan Stanley
New York
+$18M
3
Goldman Sachs
Goldman Sachs
New York
+$9.23M
4
BCM
Barometer Capital Management
Ontario, Canada
+$6.4M
5
UCFA
United Capital Financial Advisors
Texas
+$5.79M

Top Sellers

Rank Fund Capital Flow
1
SG Americas Securities
SG Americas Securities
New York
-$3.43M
2
Jane Street
Jane Street
New York
-$2.19M
3
TRCT
Tower Research Capital (TRC)
New York
-$2M
4
JFM
Jackson Financial Management
California
-$891K
5
SFSIG
San Francisco Sentry Investment Group
California
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIBC Private Wealth Group
101
CIBC Private Wealth Group
Georgia
$44K – – –
Bessemer Group
102
Bessemer Group
New Jersey
$41K – – –
AIC
103
Ayalon Insurance Company
Israel
$39K +$37.4K +1,100 New
FCMT
104
Founders Capital Management (Texas)
Texas
$35K – – –
TFS
105
TrustCore Financial Services
Tennessee
$33K – – –
MWM
106
MinichMacGregor Wealth Management
New York
$31K – – –
Barclays
107
Barclays
United Kingdom
$28K +$1.7K +50 +7%
FEG
108
Financial Enhancement Group
Indiana
$25K – – –
GAM
109
Gemmer Asset Management
California
$21K – – –
CCMW
110
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
JFA
111
JNBA Financial Advisors
Minnesota
$16K – – –
Simplex Trading
112
Simplex Trading
Illinois
$10K +$10.4K +305 New
William Blair & Company
113
William Blair & Company
Illinois
$8K – – –
AF
114
Allworth Financial
California
$5K – – –
RCAG
115
Rehmann Capital Advisory Group
Michigan
$4.92K – – –
CFA
116
Carroll Financial Associates
North Carolina
$1K – – –
TFA
117
Transamerica Financial Advisors
Florida
$1K – – –
US Bancorp
118
US Bancorp
Minnesota
$1K – – –
SWP
119
Stratos Wealth Partners
Ohio
– -$107K -3,380 Closed
WAS
120
WESPAC Advisors SoCal
California
– -$31K -1,000 Closed
NC
121
NewSquare Capital
Pennsylvania
– -$16K -505 Closed
SSB
122
Sandy Spring Bank
Maryland
– -$14K -430 Closed
SEI Investments
123
SEI Investments
Pennsylvania
– -$7K -225 Closed
SQA
124
Simon Quick Advisors
New Jersey
– -$3K -105 Closed
1 2 3 4
5

IHF Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2018, worth a combined $268M — up 51% from $178M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IHF positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $19.5M. The largest seller was SG Americas Securities, cutting an estimated $3.43M.

  • 119 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2018, up from 107 in Q1 2018.
  • Funds reported $268M of iShares US Healthcare Providers ETF stock for Q2 2018, up 51% quarter-over-quarter.
  • 20 funds opened new iShares US Healthcare Providers ETF positions in Q2 2018 and 6 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $19.5M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2018 was SG Americas Securities, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2018.