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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
RG
151
Retirement Group
California
$1K +$942 +25 New
Mercer Global Advisors
152
Mercer Global Advisors
Colorado
– -$12M -360,325 Closed
TRCT
153
Tower Research Capital (TRC)
New York
– -$470K -14,090 Closed
Jane Street
154
Jane Street
New York
– -$407K -12,195 Closed
BAM
155
Bruderman Asset Management
New York
– -$369K -11,620 Closed
JIP
156
Jaffetilchin Investment Partners
Florida
– -$387K -11,605 Closed
Simplex Trading
157
Simplex Trading
Illinois
– -$261K -7,835 Closed
GDP
158
Great Diamond Partners
Maine
– -$254K -7,645 Closed
WR
159
Watson Rebecca
– -$219K -5,815 Closed
MCM
160
MV Capital Management
Maryland
– -$83K -2,500 Closed
CAN
161
Claraphi Advisory Network
United States
– -$75K -2,250 Closed
RFM
162
Royal Fund Management
Florida
– -$67K -2,030 Closed
CG
163
Cutler Group
California
– -$56.5K -1,500 Closed
AA
164
Advisory Alpha
Michigan
– -$54.8K -1,475 Closed
JCM
165
Jacobi Capital Management
Pennsylvania
– -$46K -1,375 Closed
NFG
166
Next Financial Group
Texas
– -$18K -525 Closed
VCS
167
Vaughan & Co Securities
New Jersey
– -$16.7K -500 Closed
DWM
168
Darwin Wealth Management
Florida
– -$8K -250 Closed
GWM
169
Geneos Wealth Management
Colorado
– -$8K -250 Closed
PO
170
Private Ocean
California
– -$8K -250 Closed
RAM
171
Riggs Asset Management
Pennsylvania
– -$4K -130 Closed
AP
172
Advisors Preferred
Maryland
– -$4K -115 Closed
ACA
173
Aptus Capital Advisors
Alabama
– -$1.32K -35 Closed
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.