iShares US Healthcare Providers ETF
79 hedge funds and large institutions have $435M invested in iShares US Healthcare Providers ETF in 2015 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 13 closing their positions.
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
35% more capital invested
Capital invested by funds: $322M → $435M (+$114M)
14% more call options, than puts
Call options by funds: $892K | Put options by funds: $785K
8% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 13
2% less funds holding
Funds holding: 81 → 79 (-2)
3.71% less ownership
Funds ownership: 277.38% → 273.67% (-3.7%)
40% less funds holding in top 10
Funds holding in top 10: 5 → 3 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$38.3M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
+$34.8M |
| 3 |
SG Americas Securities
New York
|
+$12.2M |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$9.01M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$4.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lazard Asset Management
New York
|
-$8.15M |
| 2 |
New York State Common Retirement Fund
Albany,
New York
|
-$6.22M |
| 3 |
JP Morgan Chase
New York
|
-$5.06M |
| 4 |
X
Xponance
Philadelphia,
Pennsylvania
|
-$4.19M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.28M |
IHF Hedge Fund Activity: Q1 2015 in Review
79 of the 3,752 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2015, worth a combined $435M — up 35% from $322M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IHF positions and 13 closed out — a net gain of 1 holder — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $38.3M. The largest seller was Lazard Asset Management, exiting entirely with an estimated $8.15M sold.
- 79 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2015, down from 81 in Q4 2014.
- Funds reported $435M of iShares US Healthcare Providers ETF stock for Q1 2015, up 35% quarter-over-quarter.
- 14 funds opened new iShares US Healthcare Providers ETF positions in Q1 2015 and 13 closed out, a net change of +1 holder.
- The largest iShares US Healthcare Providers ETF buyer in Q1 2015 was Morgan Stanley, an estimated $38.3M added.
- The largest iShares US Healthcare Providers ETF seller in Q1 2015 was Lazard Asset Management, an estimated $8.15M sold.
Based on aggregated 13F filings for Q1 2015.