We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

46 hedge funds and large institutions have $133M invested in iShares US Healthcare Providers ETF in 2013 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

12% more funds holding

Funds holding: 4146 (+5)

2.68% more ownership

Funds ownership: 168.89%171.57% (+2.7%)

4% more capital invested

Capital invested by funds: $128M → $133M (+$4.54M)

Holders
46
Holders Change
+5
Holders Change %
+12.2%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
17
Reduced
11
Closed
7
Calls
$1.44M
Puts
Net Calls
+$1.44M
Net Calls Change
-$30K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$28.4M -$404K -22,405 -1%
Bank of America
2
Bank of America
North Carolina
$22.1M +$495K +27,435 +2%
Wells Fargo
3
Wells Fargo
California
$17.3M +$1.77M +97,945 +12%
U
4
UBS
Switzerland
$8.15M +$623K +34,560 +9%
BUB
5
BBVA USA Bancshares
Texas
$7.67M +$59.5K +3,300 +0.8%
Lazard Asset Management
6
Lazard Asset Management
New York
$5.87M +$5.67M +314,535 New
CS
7
Credit Suisse
Switzerland
$5.31M +$5.14M +284,795 New
LPL Financial
8
LPL Financial
California
$5.24M +$250K +13,865 +5%
Citigroup
9
Citigroup
New York
$4.7M -$4.51M -250,265 -50%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$4.47M -$66.3K -3,675 -2%
SFI
11
SPC Financial Inc
Maryland
$4.39M -$52.7K -2,925 -1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$3.32M +$424K +23,520 +15%
HBT
13
Hills Bank & Trust
Iowa
$1.64M -$5.41K -300 -0.3%
MCM
14
Murphy Capital Management
New Jersey
$1.43M +$18K +1,000 +1%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$1.34M +$1.3M +71,890 New
VAM
16
Verity Asset Management
North Carolina
$1.33M +$1.29M +71,375 New
FA
17
FMA Advisory
Pennsylvania
$1.07M -$17.9K -995 -2%
WA
18
WESPAC Advisors
California
$879K +$93.9K +5,210 +12%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$816K +$294K +16,315 +59%
AIG
20
American International Group
New York
$800K -$12.5K -695 -2%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$780K +$540K +29,920 +634%
MFS
22
MSI Financial Services
Massachusetts
$763K +$35.6K +1,975 +5%
NPC
23
National Planning Corporation
California
$633K +$108K +5,990 +21%
JP Morgan Chase
24
JP Morgan Chase
New York
$517K +$39.2K +2,175 +9%
PAG
25
Pinnacle Advisory Group
Maryland
$419K

IHF Hedge Fund Activity: Q4 2013 in Review

46 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2013, worth a combined $133M — up 3.5% from $128M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IHF positions and 7 closed out — a net gain of 6 holders — while 17 added to existing stakes and 11 trimmed.

The largest buyer was Lazard Asset Management, opening a new position worth an estimated $5.67M. The largest seller was Clark Capital Management Group, exiting entirely with an estimated $8.5M sold.

  • 46 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2013, up from 41 in Q3 2013.
  • Funds reported $133M of iShares US Healthcare Providers ETF stock for Q4 2013, up 3.5% quarter-over-quarter.
  • 13 funds opened new iShares US Healthcare Providers ETF positions in Q4 2013 and 7 closed out, a net change of +6 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2013 was Lazard Asset Management, an estimated $5.67M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2013 was Clark Capital Management Group, an estimated $8.5M sold.

Based on aggregated 13F filings for Q4 2013.