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iShares US Healthcare Providers ETF

158 hedge funds and large institutions have $382M invested in iShares US Healthcare Providers ETF in 2019 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 38 increasing their positions, 46 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

165% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 17

21% more funds holding

Funds holding: 131158 (+27)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

17% less capital invested

Capital invested by funds: $459M → $382M (-$76.8M)

17% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 46

53.24% less ownership

Funds ownership: 268.39%215.15% (-53%)

69% less call options, than puts

Call options by funds: $1.58M | Put options by funds: $5.18M

Holders
158
Holders Change
+27
Holders Change %
+20.61%
% of All Funds
3.11%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
45
Increased
38
Reduced
46
Closed
17
Calls
$1.58M
Puts
$5.18M
Net Calls
-$3.6M
Net Calls Change
-$2.05M
Name Holding Trade Value Shares
Change
Change in
Stake
SWP
101
Stratos Wealth Partners
Ohio
$236K +$216K +5,880 New
WR
102
Watson Rebecca
$231K +$211K +5,750 New
BPA
103
Beacon Pointe Advisors
California
$221K +$202K +5,490 New
OC
104
Oppenheimer & Co
New York
$214K -$452K -12,320 -70%
JPLA
105
Joseph P. Lucia & Associates
New York
$212K +$15.6K +425 +9%
CBFP
106
Cedar Brook Financial Partners
Ohio
$211K +$193K +5,245 New
KFGK
107
Keystone Financial Group (Kentucky)
Kentucky
$210K +$192K +5,225 New
SI
108
Stephens Inc
Arkansas
$208K +$190K +5,180 New
AWA
109
Arkadios Wealth Advisors
Georgia
$157K +$137K +3,735 New
HWA
110
HCR Wealth Advisors
California
$145K +$133K +3,620 New
PA
111
Parallel Advisors
California
$107K -$143K -3,900 -59%
Marshall Wace
112
Marshall Wace
United Kingdom
$103K +$94.3K +2,570 New
MCM
113
MV Capital Management
Maryland
$100K
HIA
114
Harbor Investment Advisory
Maryland
$95K +$87.2K +2,375 New
TFA
115
Toth Financial Advisory
Virginia
$94K
RIA
116
Realta Investment Advisors
Delaware
$93K
TFS
117
TrustCore Financial Services
Tennessee
$89K +$184 +5 +0.2%
APA
118
American Portfolios Advisors
New York
$87.5K +$367 +10 +0.5%
CFGS
119
Concourse Financial Group Securities
Alabama
$84K +$67.9K +1,850 +787%
RFM
120
Royal Fund Management
Florida
$81K +$367 +10 +0.5%
IFWM
121
Institute for Wealth Management
Colorado
$74K +$67.9K +1,850 New
CWA
122
Capital Wealth Alliance
Arizona
$74K +$70.9K +1,930 New
SPIA
123
Steward Partners Investment Advisory
New York
$65K -$13.6K -370 -18%
RE
124
RBC Europe
United Kingdom
$60.6K +$6.06K +165 +12%
AA
125
Advisory Alpha
Michigan
$59.2K

IHF Hedge Fund Activity: Q4 2019 in Review

158 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2019, worth a combined $382M — down 17% from $459M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IHF positions and 17 closed out — a net gain of 28 holders — while 38 added to existing stakes and 46 trimmed.

The largest buyer was Bank Hapoalim BM, opening a new position worth an estimated $2.49M. The largest seller was Morgan Stanley, cutting an estimated $88.9M.

  • 158 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2019, up from 131 in Q3 2019.
  • Funds reported $382M of iShares US Healthcare Providers ETF stock for Q4 2019, down 17% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare Providers ETF positions in Q4 2019 and 17 closed out, a net change of +28 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2019 was Bank Hapoalim BM, an estimated $2.49M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2019 was Morgan Stanley, an estimated $88.9M sold.

Based on aggregated 13F filings for Q4 2019.