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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
SFSIG
126
San Francisco Sentry Investment Group
California
$37K
PA
127
Parallel Advisors
California
$35K -$61.5K -1,625 -61%
BW
128
Bison Wealth
Georgia
$35K
Deutsche Bank
129
Deutsche Bank
Germany
$34K
OPS
130
Orion Portfolio Solutions
Nebraska
$33K -$1.14K -30 -3%
AF
131
Advisornet Financial
Minnesota
$26K -$7.95K -210 -21%
RCA
132
Ranch Capital Advisors
Florida
$25K
SIC
133
Salem Investment Counselors
North Carolina
$25K +$28.4K +750 New
IWP
134
IAG Wealth Partners
Wisconsin
$22K +$24.2K +640 New
AAP
135
Arax Advisory Partners
Colorado
$20K
ClearBridge Investments
136
ClearBridge Investments
New York
$20K
CB
137
CNB Bank
Pennsylvania
$20K
HWM
138
HighMark Wealth Management
Minnesota
$20K
Bank of Montreal
139
Bank of Montreal
Ontario, Canada
$18K -$11.2K -295 -34%
NFG
140
Next Financial Group
Texas
$18K -$189 -5 -0.9%
CCMW
141
Cypress Capital Management (Wyoming)
Wyoming
$18K
BlackRock
142
BlackRock
New York
$17K
CWC
143
Carolinas Wealth Consulting
North Carolina
$17K +$19.1K +505 New
VCS
144
Vaughan & Co Securities
New Jersey
$16.7K
SF
145
Synovus Financial
Georgia
$16K +$18K +475 New
WCG
146
Weaver Consulting Group
California
$8K -$22.3K -590 -71%
GWM
147
Geneos Wealth Management
Colorado
$8K
GRP
148
Global Retirement Partners
California
$8K
DWM
149
Darwin Wealth Management
Florida
$8K +$9.46K +250 New
PO
150
Private Ocean
California
$8K +$9.46K +250 New

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.