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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
LWANC
126
Laurel Wealth Advisors (North Carolina)
North Carolina
$52K
SSB
127
Sandy Spring Bank
Maryland
$48K
SFSIG
128
San Francisco Sentry Investment Group
California
$44K
IA
129
IFP Advisors
Florida
$43K -$26.2K -715 -40%
BW
130
Bison Wealth
Georgia
$42K +$38.5K +1,050 New
Deutsche Bank
131
Deutsche Bank
Germany
$41K
OPS
132
Orion Portfolio Solutions
Nebraska
$41K +$37.1K +1,010 New
AF
133
Advisornet Financial
Minnesota
$40K +$184 +5 +0.5%
Bank of Montreal
134
Bank of Montreal
Ontario, Canada
$35K
CFD
135
Creative Financial Designs
Indiana
$33K +$30.1K +820 New
RCA
136
Ranch Capital Advisors
Florida
$30K +$27.5K +750 New
SIC
137
Samalin Investment Counsel
New York
$28K +$25.7K +700 New
WCG
138
Weaver Consulting Group
California
$27K +$2.2K +60 +8%
GAM
139
Gemmer Asset Management
California
$25K
CB
140
CNB Bank
Pennsylvania
$25K +$22.6K +615 New
HWM
141
HighMark Wealth Management
Minnesota
$25K +$22.9K +625 New
AAP
142
Arax Advisory Partners
Colorado
$24K
ClearBridge Investments
143
ClearBridge Investments
New York
$24K +$22.4K +610 New
CCMW
144
Cypress Capital Management (Wyoming)
Wyoming
$22K
NFG
145
Next Financial Group
Texas
$21K -$918 -25 -5%
VCS
146
Vaughan & Co Securities
New Jersey
$20.1K +$18.4K +500 New
BlackRock
147
BlackRock
New York
$20K
Simplex Trading
148
Simplex Trading
Illinois
$15K +$14.3K +390 New
GWM
149
Geneos Wealth Management
Colorado
$10K
GRP
150
Global Retirement Partners
California
$10K +$1.84K +50 +26%

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.