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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
Citigroup
101
Citigroup
New York
$213K -$327K -8,635 -57%
CPC
102
Cookson Peirce & Co
Pennsylvania
$212K +$240K +6,350 New
EH
103
Equitable Holdings
New York
$206K -$511K -13,515 -69%
JPLA
104
Joseph P. Lucia & Associates
New York
$176K
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$166K -$42.6K -1,125 -18%
Rockefeller Capital Management
106
Rockefeller Capital Management
New York
$133K +$152K +4,005 New
AWA
107
Arkadios Wealth Advisors
Georgia
$125K +$189 +5 +0.1%
BAM
108
Belpointe Asset Management
Nevada
$113K +$129K +3,400 New
MCM
109
MV Capital Management
Maryland
$83K
LIA
110
LS Investment Advisors
Michigan
$83K +$94.6K +2,500 New
RE
111
RBC Europe
United Kingdom
$79.9K +$33.5K +885 +59%
HIA
112
Harbor Investment Advisory
Maryland
$79K
TFA
113
Toth Financial Advisory
Virginia
$78K
CAN
114
Claraphi Advisory Network
United States
$75K +$85.1K +2,250 New
TFS
115
TrustCore Financial Services
Tennessee
$74K
CFGS
116
Concourse Financial Group Securities
Alabama
$70K
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$68K +$80.4K +2,125 New
RFM
118
Royal Fund Management
Florida
$67K
APA
119
American Portfolios Advisors
New York
$61.7K -$12.5K -330 -15%
AA
120
Advisory Alpha
Michigan
$54.8K
CG
121
Cutler Group
California
$50K +$56.8K +1,500 New
JCM
122
Jacobi Capital Management
Pennsylvania
$46K +$52K +1,375 New
IA
123
IFP Advisors
Florida
$44K +$9.46K +250 +23%
LWANC
124
Laurel Wealth Advisors (North Carolina)
North Carolina
$43K
SSB
125
Sandy Spring Bank
Maryland
$42K +$2.08K +55 +5%

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.