iShares US Healthcare Providers ETF
63 hedge funds and large institutions have $249M invested in iShares US Healthcare Providers ETF in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 21 increasing their positions, 18 reducing their positions, and 5 closing their positions.
220% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 5
71% more capital invested
Capital invested by funds: $146M → $249M (+$103M)
63.79% more ownership
Funds ownership: 180.6% → 244.39% (+64%)
21% more funds holding
Funds holding: 52 → 63 (+11)
17% more repeat investments, than reductions
Existing positions increased: 21 | Existing positions reduced: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PAG
Pinnacle Advisory Group
Columbia,
Maryland
|
+$27.6M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
+$20.4M |
| 3 |
X
Xponance
Philadelphia,
Pennsylvania
|
+$20.4M |
| 4 |
SIA
Spruce Investment Advisors
Stamford,
Connecticut
|
+$19.1M |
| 5 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$3.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$6.01M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.48M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$810K |
| 4 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$415K |
| 5 |
WA
WFG Advisors
Dallas,
Texas
|
-$357K |
IHF Hedge Fund Activity: Q2 2014 in Review
63 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2014, worth a combined $249M — up 71% from $146M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IHF positions and 5 closed out — a net gain of 11 holders — while 21 added to existing stakes and 18 trimmed.
The largest buyer was Pinnacle Advisory Group, adding an estimated $27.6M. The largest seller was Morgan Stanley, cutting an estimated $6.01M.
- 63 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2014, up from 52 in Q1 2014.
- Funds reported $249M of iShares US Healthcare Providers ETF stock for Q2 2014, up 71% quarter-over-quarter.
- 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2014 and 5 closed out, a net change of +11 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q2 2014 was Pinnacle Advisory Group, an estimated $27.6M added.
- The largest iShares US Healthcare Providers ETF seller in Q2 2014 was Morgan Stanley, an estimated $6.01M sold.
Based on aggregated 13F filings for Q2 2014.