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iShares US Healthcare Providers ETF
IHF

149 hedge funds and large institutions have $363M invested in iShares US Healthcare Providers ETF in 2018 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 46 increasing their positions, 36 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more call options, than puts

Call options by funds: $3.45M | Put options by funds: $1.7M

85% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 20

28% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 36

10% more funds holding

Funds holding: 135 → 149 (+14)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

25% less capital invested

Capital invested by funds: $487M → $363M (-$124M)

57.09% less ownership

Funds ownership: 266.54% → 209.44% (-57%)

Holders
149
Holders Change
+14
Holders Change %
+10.37%
% of All Funds
3.32%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
37
Increased
46
Reduced
36
Closed
20
Calls
$3.45M
Puts
$1.7M
Net Calls
+$1.75M
Net Calls Change
+$416K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$33.4M
2
PWS
Paragon Wealth Strategies
Florida
+$15.4M
3
Morgan Stanley
Morgan Stanley
New York
+$15.4M
4
SFI
SPC Financial Inc
Maryland
+$12.5M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$9.22M

Top Sellers

Rank Fund Capital Flow
1
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$105M
2
NCM
Niemann Capital Management
Nevada
-$19.5M
3
Citigroup
Citigroup
New York
-$9.48M
4
UCFA
United Capital Financial Advisors
Texas
-$9.13M
5
AI
Atria Investments
North Carolina
-$8.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
126
Patriot Financial Group Insurance Agency
Massachusetts
$45K – – –
SWM
127
SeaCrest Wealth Management
New York
$42K -$14.6K -385 -23%
LWANC
128
Laurel Wealth Advisors (North Carolina)
North Carolina
$42K +$48.7K +1,285 New
Bessemer Group
129
Bessemer Group
New Jersey
$38K – – –
AIC
130
Ayalon Insurance Company
Israel
$37K – – –
FCMT
131
Founders Capital Management (Texas)
Texas
$37K +$4.93K +130 +13%
WAS
132
WESPAC Advisors SoCal
California
$33K – – –
FEG
133
Financial Enhancement Group
Indiana
$28K – – –
NSG
134
Nalls Sherbakoff Group
Tennessee
$28K +$32.4K +855 New
AF
135
Advisornet Financial
Minnesota
$22K +$25K +660 New
AAP
136
Arax Advisory Partners
Colorado
$20K – – –
GAM
137
Gemmer Asset Management
California
$20K +$190 +5 +0.8%
CCMW
138
Cypress Capital Management (Wyoming)
Wyoming
$19K – – –
MOS
139
MGO One Seven
Ohio
$16K +$19K +500 New
William Blair & Company
140
William Blair & Company
Illinois
$8K – – –
NFG
141
Next Financial Group
Texas
$8K +$9.29K +245 New
GWM
142
Geneos Wealth Management
Colorado
$8K +$9.48K +250 New
EWM
143
Executive Wealth Management
Michigan
$8K +$11.9K +315 New
AF
144
Allworth Financial
California
$5K – – –
CFA
145
Carroll Financial Associates
North Carolina
$1K – – –
TFA
146
Transamerica Financial Advisors
Florida
$1K – – –
NA
147
NewEdge Advisors
Louisiana
$652 +$158K +4,180 +27%
NCM
148
Niemann Capital Management
Nevada
– -$19.5M -488,835 Closed
CWM
149
Cornerstone Wealth Management
Missouri
– -$669K -484,825 Closed
AI
150
Atria Investments
North Carolina
– -$8.48M -212,185 Closed
3 4 5
6
7

IHF Hedge Fund Activity: Q4 2018 in Review

149 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2018, worth a combined $363M — down 25% from $487M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IHF positions and 20 closed out — a net gain of 17 holders — while 46 added to existing stakes and 36 trimmed.

The largest buyer was Bank of America, adding an estimated $33.4M. The largest seller was Bank of Montreal, cutting an estimated $105M.

  • 149 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2018, up from 135 in Q3 2018.
  • Funds reported $363M of iShares US Healthcare Providers ETF stock for Q4 2018, down 25% quarter-over-quarter.
  • 37 funds opened new iShares US Healthcare Providers ETF positions in Q4 2018 and 20 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2018 was Bank of America, an estimated $33.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2018 was Bank of Montreal, an estimated $105M sold.

Based on aggregated 13F filings for Q4 2018.