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iShares US Healthcare Providers ETF
IHF

119 hedge funds and large institutions have $268M invested in iShares US Healthcare Providers ETF in 2018 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 31 increasing their positions, 23 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

233% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 6

51% more capital invested

Capital invested by funds: $178M → $268M (+$90.3M)

35% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 23

11% more funds holding

Funds holding: 107 → 119 (+12)

6.61% more ownership

Funds ownership: 187.96% → 194.57% (+6.6%)

5% more call options, than puts

Call options by funds: $2M | Put options by funds: $1.91M

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

Holders
119
Holders Change
+12
Holders Change %
+11.21%
% of All Funds
2.72%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
31
Reduced
23
Closed
6
Calls
$2M
Puts
$1.91M
Net Calls
+$88K
Net Calls Change
+$2.35M

Top Buyers

1
CWM
Cornerstone Wealth Management
Missouri
+$19.5M
2
Morgan Stanley
Morgan Stanley
New York
+$18M
3
Goldman Sachs
Goldman Sachs
New York
+$9.23M
4
BCM
Barometer Capital Management
Ontario, Canada
+$6.4M
5
UCFA
United Capital Financial Advisors
Texas
+$5.79M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$3.43M
2
Jane Street
Jane Street
New York
-$2.19M
3
TRCT
Tower Research Capital (TRC)
New York
-$2M
4
JFM
Jackson Financial Management
California
-$891K
5
SFSIG
San Francisco Sentry Investment Group
California
-$382K
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49M +$18M +530,030 +61%
WBG
2
Wharton Business Group
Pennsylvania
$18.7M – – –
UCFA
3
United Capital Financial Advisors
Texas
$17.9M +$5.79M +170,570 +50%
Bank of America
4
Bank of America
North Carolina
$15.7M +$3.57M +105,160 +31%
Goldman Sachs
5
Goldman Sachs
New York
$14.2M +$9.23M +271,730 +206%
JFM
6
Jackson Financial Management
California
$12.1M -$891K -26,245 -7%
Wells Fargo
7
Wells Fargo
California
$11.7M +$2.12M +62,535 +23%
UBS Group
8
UBS Group
Switzerland
$11.6M +$284K +8,365 +3%
Citigroup
9
Citigroup
New York
$8.9M – – –
LPL Financial
10
LPL Financial
California
$7.11M +$182K +5,345 +3%
BCM
11
Barometer Capital Management
Ontario, Canada
$6.62M +$6.4M +188,500 New
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$6.42M +$5.69M +167,595 +1,106%
Citadel Advisors
13
Citadel Advisors
Florida
$6.35M +$2.07M +60,850 +51%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$5.79M +$5.13M +150,980 +1,085%
VF
15
Virtu Financial
New York
$5.31M +$5.13M +151,095 New
DG
16
Delek Group
Israel
$5.15M +$406K +11,950 +9%
ASN
17
Advisory Services Network
Georgia
$4.58M +$4.21M +123,960 New
KWM
18
Kingsview Wealth Management
Oregon
$4.25M +$4.11M +121,075 New
MC
19
Martin & Co
Tennessee
$3.77M -$235K -6,925 -6%
MCM
20
Murphy Capital Management
New Jersey
$3.77M +$1.7K +50 +0%
UR
21
USCA RIA
Texas
$3.06M +$20.9K +615 +0.7%
HBT
22
Hills Bank & Trust
Iowa
$2.25M -$49.1K -1,445 -2%
FA
23
FMA Advisory
Pennsylvania
$2.08M -$31.4K -925 -2%
BPCE
24
Bank Pictet & Cie (Europe)
Germany
$1.93M – – –
TRCT
25
Tower Research Capital (TRC)
New York
$1.92M -$2M -58,770 -52%
1
2 3 4 5

IHF Hedge Fund Activity: Q2 2018 in Review

119 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2018, worth a combined $268M — up 51% from $178M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IHF positions and 6 closed out — a net gain of 14 holders — while 31 added to existing stakes and 23 trimmed.

The largest buyer was Cornerstone Wealth Management, opening a new position worth an estimated $19.5M. The largest seller was SG Americas Securities, cutting an estimated $3.43M.

  • 119 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2018, up from 107 in Q1 2018.
  • Funds reported $268M of iShares US Healthcare Providers ETF stock for Q2 2018, up 51% quarter-over-quarter.
  • 20 funds opened new iShares US Healthcare Providers ETF positions in Q2 2018 and 6 closed out, a net change of +14 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $19.5M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2018 was SG Americas Securities, an estimated $3.43M sold.

Based on aggregated 13F filings for Q2 2018.