iShares US Healthcare Providers ETF
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.
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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$40.4M |
| 2 |
JP Morgan Chase
New York
|
+$8.52M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$8.28M |
| 4 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.89M |
| 5 |
Morgan Stanley
New York
|
+$3.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFI
SPC Financial Inc
Rockville,
Maryland
|
-$13.3M |
| 2 |
PWAG
Polaris Wealth Advisory Group
San Rafael,
California
|
-$12.1M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$6.65M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.01M |
| 5 |
OC
Oppenheimer & Co
New York
|
-$3.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FCMT
151
Founders Capital Management (Texas)
Houston,
Texas
| – | -$40K | -1,180 | Closed |
|
152
Bessemer Group
Woodbridge,
New Jersey
| – | -$40K | -1,160 | Closed |
|
|
RCAG
153
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$4.8K | -140 | Closed |
|
|
TFGT
154
TS Financial Group (TSFG)
Lake Forest,
Illinois
| – | -$3K | -90 | Closed |
|
|
TFA
155
Transamerica Financial Advisors
St. Petersburg,
Florida
| – | -$1K | -5 | Closed |
|
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.