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iShares US Healthcare Providers ETF
IHF

150 hedge funds and large institutions have $589M invested in iShares US Healthcare Providers ETF in 2020 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 49 increasing their positions, 45 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $553M → $589M (+$36.7M)

9% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 45

4% less funds holding

Funds holding: 156 → 150 (-6)

16.26% less ownership

Funds ownership: 347.61% → 331.35% (-16%)

27% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 22

79% less call options, than puts

Call options by funds: $3.78M | Put options by funds: $18.3M

Holders
150
Holders Change
-6
Holders Change %
-3.85%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
16
Increased
49
Reduced
45
Closed
22
Calls
$3.78M
Puts
$18.3M
Net Calls
-$14.6M
Net Calls Change
+$16.1M

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$19.1M
2
Barclays
Barclays
United Kingdom
+$18.8M
3
UBS Group
UBS Group
Switzerland
+$6.24M
4
UR
USCA RIA
Texas
+$2.77M
5
Goldman Sachs
Goldman Sachs
New York
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$32.9M
2
CI
Clal Insurance
Israel
-$27.9M
3
MIH
Meitav Investment House
Israel
-$14.4M
4
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$12M
5
PF
Phoenix Financial
Israel
-$12M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
126
Bison Wealth
Georgia
$41K +$188 +5 +0.5%
Deutsche Bank
127
Deutsche Bank
Germany
$40K – – –
OPS
128
Orion Portfolio Solutions
Nebraska
$37K -$1.13K -30 -3%
SIC
129
Salem Investment Counselors
North Carolina
$34K +$4.71K +125 +17%
PA
130
Parallel Advisors
California
$33K -$6.97K -185 -18%
AF
131
Advisornet Financial
Minnesota
$30K +$188 +5 +0.6%
PIA
132
Powell Investment Advisors
Florida
$30K +$29.2K +775 New
IWP
133
IAG Wealth Partners
Wisconsin
$25K – – –
HWM
134
HighMark Wealth Management
Minnesota
$25K +$1.13K +30 +5%
ClearBridge Investments
135
ClearBridge Investments
New York
$24K – – –
CB
136
CNB Bank
Pennsylvania
$24K – – –
AAP
137
Arax Advisory Partners
Colorado
$23K – – –
CCMW
138
Cypress Capital Management (Wyoming)
Wyoming
$21K – – –
BlackRock
139
BlackRock
New York
$19K – – –
CWC
140
Carolinas Wealth Consulting
North Carolina
$19K – – –
SF
141
Synovus Financial
Georgia
$19K – – –
RCA
142
Ranch Capital Advisors
Florida
$10K -$18.8K -500 -67%
GRP
143
Global Retirement Partners
California
$10K – – –
WCG
144
Weaver Consulting Group
California
$10K – – –
SIAS
145
Shine Investment Advisory Services
Colorado
$8K – – –
WLPWM
146
Walled Lake Planning & Wealth Management
Illinois
$8K +$7.54K +200 New
AF
147
Allworth Financial
California
$6K – – –
William Blair & Company
148
William Blair & Company
Illinois
$2K – – –
FWP
149
FAS Wealth Partners
Kansas
$1K – – –
TFA
150
Transamerica Financial Advisors
Florida
$1K +$188 +5 New
3 4 5
6
7

IHF Hedge Fund Activity: Q2 2020 in Review

150 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2020, worth a combined $589M — up 6.6% from $553M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IHF and 16 opened new positions — a net loss of 6 holders — while 45 trimmed existing stakes and 49 added.

The largest buyer was Bank of America, adding an estimated $19.1M. The largest seller was Morgan Stanley, cutting an estimated $32.9M.

  • 150 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2020, down from 156 in Q1 2020.
  • Funds reported $589M of iShares US Healthcare Providers ETF stock for Q2 2020, up 6.6% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2020 and 22 closed out, a net change of -6 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2020 was Bank of America, an estimated $19.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2020 was Morgan Stanley, an estimated $32.9M sold.

Based on aggregated 13F filings for Q2 2020.