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iShares US Healthcare Providers ETF
IHF

131 hedge funds and large institutions have $459M invested in iShares US Healthcare Providers ETF in 2019 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 41 increasing their positions, 41 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.27% more ownership

Funds ownership: 265.13% → 268.39% (+3.3%)

0% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 41

3% less capital invested

Capital invested by funds: $472M → $459M (-$12.6M)

10% less funds holding

Funds holding: 145 → 131 (-14)

35% less call options, than puts

Call options by funds: $2.91M | Put options by funds: $4.46M

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less first-time investments, than exits

New positions opened: 13 | Existing positions closed: 26

Holders
131
Holders Change
-14
Holders Change %
-9.66%
% of All Funds
2.87%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
13
Increased
41
Reduced
41
Closed
26
Calls
$2.91M
Puts
$4.46M
Net Calls
-$1.55M
Net Calls Change
-$1.79M

Top Buyers

Rank Fund Capital Flow
1
CI
Clal Insurance
Israel
+$40.4M
2
JP Morgan Chase
JP Morgan Chase
New York
+$8.52M
3
Citadel Advisors
Citadel Advisors
Florida
+$8.28M
4
TRCT
Tower Research Capital (TRC)
New York
+$3.89M
5
Morgan Stanley
Morgan Stanley
New York
+$3.64M

Top Sellers

Rank Fund Capital Flow
1
SFI
SPC Financial Inc
Maryland
-$13.3M
2
PWAG
Polaris Wealth Advisory Group
California
-$12.1M
3
Wells Fargo
Wells Fargo
California
-$6.65M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$4.01M
5
OC
Oppenheimer & Co
New York
-$3.99M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
126
Geneos Wealth Management
Colorado
$8K – – –
SIAS
127
Shine Investment Advisory Services
Colorado
$7K +$7.39K +215 New
GRP
128
Global Retirement Partners
California
$6K +$1.72K +50 +34%
AF
129
Allworth Financial
California
$5K – – –
William Blair & Company
130
William Blair & Company
Illinois
$3K – – –
SFI
131
SPC Financial Inc
Maryland
– -$13.3M -386,895 Closed
PWAG
132
Polaris Wealth Advisory Group
California
– -$12.1M -354,770 Closed
VF
133
Virtu Financial
New York
– -$3.17M -92,630 Closed
GCA
134
Genesee Capital Advisors
New York
– -$746K -21,790 Closed
WWM
135
Western Wealth Management
Colorado
– -$469K -13,615 Closed
SI
136
Stephens Inc
Arkansas
– -$447K -13,055 Closed
CPP
137
Crow Point Partners
Massachusetts
– -$411K -12,000 Closed
AWM
138
AE Wealth Management
Kansas
– -$383K -11,170 Closed
CFA
139
Carroll Financial Associates
North Carolina
– -$338K -9,820 Closed
WA
140
WESPAC Advisors
California
– -$252K -7,360 Closed
SWP
141
Stratos Wealth Partners
Ohio
– -$214K -6,245 Closed
TP
142
Tranquility Partners
Tennessee
– -$208K -6,075 Closed
BPA
143
Beacon Pointe Advisors
California
– -$204K -5,910 Closed
KA
144
Kovack Advisors
Florida
– -$202K -5,905 Closed
WCA
145
Windsor Creek Advisors
Vermont
– -$171K -5,000 Closed
Simplex Trading
146
Simplex Trading
Illinois
– -$155K -4,525 Closed
MWM
147
Meridian Wealth Management
Kentucky
– -$892 -2,600 Closed
DWM
148
Destination Wealth Management
California
– -$66K -1,940 Closed
MWM
149
Mascoma Wealth Management
New Hampshire
– -$63K -1,835 Closed
IWA
150
IBEX Wealth Advisors
New Jersey
– -$47K -1,375 Closed
3 4 5
6
7

IHF Hedge Fund Activity: Q3 2019 in Review

131 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2019, worth a combined $459M — down 2.7% from $472M a quarter earlier.

Sellers outnumbered buyers: 26 funds closed out of IHF and 13 opened new positions — a net loss of 13 holders — while 41 trimmed existing stakes and 41 added.

The largest buyer was Clal Insurance, opening a new position worth an estimated $40.4M. The largest seller was SPC Financial Inc, exiting entirely with an estimated $13.3M sold.

  • 131 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2019, down from 145 in Q2 2019.
  • Funds reported $459M of iShares US Healthcare Providers ETF stock for Q3 2019, down 2.7% quarter-over-quarter.
  • 13 funds opened new iShares US Healthcare Providers ETF positions in Q3 2019 and 26 closed out, a net change of -13 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2019 was Clal Insurance, an estimated $40.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2019 was SPC Financial Inc, an estimated $13.3M sold.

Based on aggregated 13F filings for Q3 2019.