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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
SIAS
151
Shine Investment Advisory Services
Colorado
$7K
AF
152
Allworth Financial
California
$5K
RAM
153
Riggs Asset Management
Pennsylvania
$4K
AP
154
Advisors Preferred
Maryland
$4K +$4.35K +115 New
William Blair & Company
155
William Blair & Company
Illinois
$1K -$1.51K -40 -50%
ACA
156
Aptus Capital Advisors
Alabama
$1K
FWP
157
FAS Wealth Partners
Kansas
$1K
Barclays
158
Barclays
United Kingdom
-$20.1M -500,000 Closed
WAM
159
Wakefield Asset Management
Colorado
-$1.88M -46,780 Closed
CF
160
Centaurus Financial
California
-$1.17M -29,180 Closed
NEIRG
161
New England Investment & Retirement Group
Massachusetts
-$1.15M -28,660 Closed
SCA
162
Snowden Capital Advisors
New York
-$1.05M -26,135 Closed
IAA
163
Independent Advisor Alliance
North Carolina
-$744K -18,535 Closed
SS
164
Sunbelt Securities
Texas
-$418K -10,405 Closed
JWCA
165
J.W. Cole Advisors
Florida
-$333K -8,300 Closed
AHC
166
Adell Harriman & Carpenter
Texas
-$281K -7,000 Closed
OLA
167
Oliver Luxxe Assets
New Jersey
-$278K -6,925 Closed
RMAM
168
Raab & Moskowitz Asset Management
New Jersey
-$264K -6,575 Closed
PAG
169
Private Advisor Group
New Jersey
-$252K -6,275 Closed
SWP
170
Stratos Wealth Partners
Ohio
-$236K -5,880 Closed
OC
171
Oppenheimer & Co
New York
-$214K -5,340 Closed
CBFP
172
Cedar Brook Financial Partners
Ohio
-$211K -5,245 Closed
KFGK
173
Keystone Financial Group (Kentucky)
Kentucky
-$210K -5,225 Closed
SI
174
Stephens Inc
Arkansas
-$208K -5,180 Closed
HWA
175
HCR Wealth Advisors
California
-$145K -3,620 Closed

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.