iShares US Healthcare Providers ETF
145 hedge funds and large institutions have $387M invested in iShares US Healthcare Providers ETF in 2019 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 52 increasing their positions, 38 reducing their positions, and 30 closing their positions.
37% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 38
6% more capital invested
Capital invested by funds: $364M → $387M (+$23.2M)
4.61% more ownership
Funds ownership: 41.89% → 46.5% (+4.6%)
1% more call options, than puts
Call options by funds: $2.35M | Put options by funds: $2.34M
3% less first-time investments, than exits
New positions opened: 29 | Existing positions closed: 30
3% less funds holding
Funds holding: 149 → 145 (-4)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$64.8M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$6.98M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$6.44M |
| 4 |
Goldman Sachs
New York
|
+$5.22M |
| 5 |
BAM
Bruderman Asset Management
Locust Valley,
New York
|
+$4.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$23.7M |
| 2 |
JCM
Janney Capital Management
Pittsburgh,
Pennsylvania
|
-$22.9M |
| 3 |
PWS
Paragon Wealth Strategies
Jacksonville,
Florida
|
-$13.3M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.08M |
| 5 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
-$4.07M |
IHF Hedge Fund Activity: Q1 2019 in Review
145 of the 4,633 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2019, worth a combined $387M — up 6.4% from $364M a quarter earlier.
Sellers outnumbered buyers: 30 funds closed out of IHF and 29 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 52 added.
The largest buyer was Morgan Stanley, adding an estimated $64.8M. The largest seller was Bank of America, cutting an estimated $23.7M.
- 145 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2019, down from 149 in Q4 2018.
- Funds reported $387M of iShares US Healthcare Providers ETF stock for Q1 2019, up 6.4% quarter-over-quarter.
- 29 funds opened new iShares US Healthcare Providers ETF positions in Q1 2019 and 30 closed out, a net change of -1 holder.
- The largest iShares US Healthcare Providers ETF buyer in Q1 2019 was Morgan Stanley, an estimated $64.8M added.
- The largest iShares US Healthcare Providers ETF seller in Q1 2019 was Bank of America, an estimated $23.7M sold.
Based on aggregated 13F filings for Q1 2019.