iShares US Healthcare Providers ETF
102 hedge funds and large institutions have $320M invested in iShares US Healthcare Providers ETF in 2015 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 22 increasing their positions, 43 reducing their positions, and 14 closing their positions.
36% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 14
5% more funds holding
Funds holding: 97 → 102 (+5)
0% more funds holding in top 10
Funds holding in top 10: 3 → 3 (0)
10% less call options, than puts
Call options by funds: $236K | Put options by funds: $261K
30% less capital invested
Capital invested by funds: $454M → $320M (-$134M)
36.2% less ownership
Funds ownership: 255.84% → 219.64% (-36%)
49% less repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 43
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$8.95M |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$5.44M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$3.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.66M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$43.7M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$36.2M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$12.2M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.3M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$9.07M |
IHF Hedge Fund Activity: Q4 2015 in Review
102 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2015, worth a combined $320M — down 30% from $454M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IHF positions and 14 closed out — a net gain of 5 holders — while 22 added to existing stakes and 43 trimmed.
The largest buyer was LPL Financial, adding an estimated $8.95M. The largest seller was Morgan Stanley, cutting an estimated $43.7M.
- 102 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2015, up from 97 in Q3 2015.
- Funds reported $320M of iShares US Healthcare Providers ETF stock for Q4 2015, down 30% quarter-over-quarter.
- 19 funds opened new iShares US Healthcare Providers ETF positions in Q4 2015 and 14 closed out, a net change of +5 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q4 2015 was LPL Financial, an estimated $8.95M added.
- The largest iShares US Healthcare Providers ETF seller in Q4 2015 was Morgan Stanley, an estimated $43.7M sold.
Based on aggregated 13F filings for Q4 2015.