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iShares US Healthcare Providers ETF
IHF

135 hedge funds and large institutions have $487M invested in iShares US Healthcare Providers ETF in 2018 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 48 increasing their positions, 25 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

243% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 7

146% more call options, than puts

Call options by funds: $2.26M | Put options by funds: $919K

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

92% more repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 25

82% more capital invested

Capital invested by funds: $268M → $487M (+$219M)

71.97% more ownership

Funds ownership: 194.57% → 266.54% (+72%)

13% more funds holding

Funds holding: 119 → 135 (+16)

Holders
135
Holders Change
+16
Holders Change %
+13.45%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
24
Increased
48
Reduced
25
Closed
7
Calls
$2.26M
Puts
$919K
Net Calls
+$1.34M
Net Calls Change
+$1.25M

Top Buyers

1
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$107M
2
JCM
Janney Capital Management
Pennsylvania
+$29.4M
3
NCM
Niemann Capital Management
Nevada
+$18.1M
4
Bank of America
Bank of America
North Carolina
+$8.56M
5
AI
Atria Investments
North Carolina
+$8.06M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$23.5M
2
Goldman Sachs
Goldman Sachs
New York
-$5.75M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.16M
4
BCM
Barometer Capital Management
Ontario, Canada
-$3.55M
5
CWM
Cornerstone Wealth Management
Missouri
-$3.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Bank of Montreal
1
Bank of Montreal
Ontario, Canada
$112M +$107M +2,804,715 +69,596%
Morgan Stanley
2
Morgan Stanley
New York
$31.1M -$23.5M -618,035 -44%
JCM
3
Janney Capital Management
Pennsylvania
$31M +$29.4M +774,765 New
Bank of America
4
Bank of America
North Carolina
$26.8M +$8.56M +225,335 +51%
UCFA
5
United Capital Financial Advisors
Texas
$23.3M +$2.81M +74,030 +15%
WBG
6
Wharton Business Group
Pennsylvania
$20.7M -$507K -13,350 -3%
Wells Fargo
7
Wells Fargo
California
$19.9M +$6.31M +166,185 +50%
NCM
8
Niemann Capital Management
Nevada
$19.5M +$18.1M +476,425 +3,839%
UBS Group
9
UBS Group
Switzerland
$16.5M +$3.2M +84,310 +26%
JFM
10
Jackson Financial Management
California
$13.5M -$239K -6,280 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$11.6M +$4.05M +106,655 +58%
Citigroup
12
Citigroup
New York
$10.1M +$2.09K +55 +0%
Goldman Sachs
13
Goldman Sachs
New York
$10.1M -$5.75M -151,385 -38%
LPL Financial
14
LPL Financial
California
$9.8M +$1.63M +42,875 +21%
AI
15
Atria Investments
North Carolina
$8.48M +$8.06M +212,185 New
SG Americas Securities
16
SG Americas Securities
New York
$6.05M +$4.8M +126,430 +507%
DG
17
Delek Group
Israel
$5.65M – – –
ASN
18
Advisory Services Network
Georgia
$5.03M +$69.7K +1,835 +1%
KWM
19
Kingsview Wealth Management
Oregon
$4.79M -$45.6K -1,200 -1%
Citadel Advisors
20
Citadel Advisors
Florida
$4.44M -$2.64M -69,550 -38%
MCM
21
Murphy Capital Management
New Jersey
$4.35M +$64.6K +1,700 +2%
MC
22
Martin & Co
Tennessee
$4.22M -$64.6K -1,700 -2%
VF
23
Virtu Financial
New York
$4.2M -$1.75M -46,140 -31%
BCM
24
Barometer Capital Management
Ontario, Canada
$3.8M -$3.55M -93,500 -50%
TRCT
25
Tower Research Capital (TRC)
New York
$3.61M +$1.35M +35,660 +65%
1
2 3 4 5

IHF Hedge Fund Activity: Q3 2018 in Review

135 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2018, worth a combined $487M — up 82% from $268M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHF positions and 7 closed out — a net gain of 17 holders — while 48 added to existing stakes and 25 trimmed.

The largest buyer was Bank of Montreal, adding an estimated $107M. The largest seller was Morgan Stanley, cutting an estimated $23.5M.

  • 135 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2018, up from 119 in Q2 2018.
  • Funds reported $487M of iShares US Healthcare Providers ETF stock for Q3 2018, up 82% quarter-over-quarter.
  • 24 funds opened new iShares US Healthcare Providers ETF positions in Q3 2018 and 7 closed out, a net change of +17 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2018 was Bank of Montreal, an estimated $107M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2018 was Morgan Stanley, an estimated $23.5M sold.

Based on aggregated 13F filings for Q3 2018.