We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

98 hedge funds and large institutions have $484M invested in iShares US Healthcare Providers ETF in 2015 Q2 according to their latest regulatory filings, with 31 funds opening new positions, 38 increasing their positions, 16 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

158% more first-time investments, than exits

New positions opened: 31 | Existing positions closed: 12

138% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 16

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

24% more funds holding

Funds holding: 7998 (+19)

11% more capital invested

Capital invested by funds: $435M → $484M (+$48.1M)

21% less call options, than puts

Call options by funds: $787K | Put options by funds: $1M

28.33% less ownership

Funds ownership: 273.67%245.34% (-28%)

Holders
98
Holders Change
+19
Holders Change %
+24.05%
% of All Funds
2.64%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.13%
New
31
Increased
38
Reduced
16
Closed
12
Calls
$787K
Puts
$1M
Net Calls
-$215K
Net Calls Change
-$322K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$71.9M -$15.5M -572,365 -19%
Bank of America
2
Bank of America
North Carolina
$53.3M +$5.36M +197,505 +12%
CI
3
Clal Insurance
Israel
$45.5M -$530K -19,520 -1%
Wells Fargo
4
Wells Fargo
California
$29.7M +$2.65M +97,735 +10%
UBS Group
5
UBS Group
Switzerland
$22M +$1.03M +37,850 +5%
UCFA
6
United Capital Financial Advisors
Texas
$21.7M +$9.78M +360,565 +91%
ACM
7
Arlington Capital Management
Illinois
$17.9M +$1.72M +63,500 +11%
Citigroup
8
Citigroup
New York
$14.3M +$6.51K +240 +0%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.4M +$11.8M +436,400 +1,283%
MMA
10
Miracle Mile Advisors
California
$13.3M +$12.6M +464,925 New
X
11
Xponance
Pennsylvania
$13M +$684K +25,200 +6%
NCM
12
Niemann Capital Management
Nevada
$12.7M +$5.45M +200,805 +82%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.2M +$3.45M +127,140 +42%
SIA
14
Spruce Investment Advisors
Connecticut
$11.6M +$15.3K +565 +0.1%
LPL Financial
15
LPL Financial
California
$11.4M +$3.28M +120,805 +43%
Goldman Sachs
16
Goldman Sachs
New York
$10.7M +$9.7M +357,400 +2,107%
OC
17
Oppenheimer & Co
New York
$9.51M +$6.71M +247,440 +291%
New York State Common Retirement Fund
18
New York State Common Retirement Fund
New York
$8.82M
SFI
19
SPC Financial Inc
Maryland
$7.95M +$1.44M +52,960 +24%
VC
20
Vicus Capital
Pennsylvania
$6.48M +$4.95M +182,440 +413%
TRCT
21
Tower Research Capital (TRC)
New York
$5.61M +$5.32M +196,140 New
Ameriprise
22
Ameriprise
Minnesota
$5.25M +$1.63M +60,210 +49%
Jane Street
23
Jane Street
New York
$4.9M +$4.65M +171,240 New
CCMG
24
Clark Capital Management Group
Pennsylvania
$4.84M -$408K -15,055 -8%
RJA
25
Raymond James & Associates
Florida
$4.38M -$60.8K -2,240 -1%

IHF Hedge Fund Activity: Q2 2015 in Review

98 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2015, worth a combined $484M — up 11% from $435M a quarter earlier.

Buyers outnumbered sellers: 31 funds opened new IHF positions and 12 closed out — a net gain of 19 holders — while 38 added to existing stakes and 16 trimmed.

The largest buyer was Miracle Mile Advisors, opening a new position worth an estimated $12.6M. The largest seller was Pinnacle Advisory Group, cutting an estimated $35.5M.

  • 98 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2015, up from 79 in Q1 2015.
  • Funds reported $484M of iShares US Healthcare Providers ETF stock for Q2 2015, up 11% quarter-over-quarter.
  • 31 funds opened new iShares US Healthcare Providers ETF positions in Q2 2015 and 12 closed out, a net change of +19 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2015 was Miracle Mile Advisors, an estimated $12.6M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2015 was Pinnacle Advisory Group, an estimated $35.5M sold.

Based on aggregated 13F filings for Q2 2015.