We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

145 hedge funds and large institutions have $472M invested in iShares US Healthcare Providers ETF in 2019 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $386M → $472M (+$85.9M)

16.76% more ownership

Funds ownership: 248.37%265.13% (+17%)

4% more call options, than puts

Call options by funds: $6.48M | Put options by funds: $6.24M

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding

Funds holding: 145145 (0)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
3.15%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
27
Increased
42
Reduced
47
Closed
26
Calls
$6.48M
Puts
$6.24M
Net Calls
+$242K
Net Calls Change
+$230K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$125M +$20.1M +602,835 +20%
Wells Fargo
2
Wells Fargo
California
$31.9M +$4.5M +135,335 +17%
Bank of America
3
Bank of America
North Carolina
$31.4M +$1.52M +45,790 +5%
DG
4
Delek Group
Israel
$30.1M +$28.1M +843,950 +1,574%
Goldman Sachs
5
Goldman Sachs
New York
$26M +$11.8M +355,505 +88%
WBG
6
Wharton Business Group
Pennsylvania
$17.6M
Barclays
7
Barclays
United Kingdom
$17.1M +$16.6M +500,000 New
SFI
8
SPC Financial Inc
Maryland
$13.3M +$945K +28,420 +8%
LPL Financial
9
LPL Financial
California
$12.6M +$1.79M +53,785 +17%
PWAG
10
Polaris Wealth Advisory Group
California
$12.1M +$11.8M +354,770 New
JFM
11
Jackson Financial Management
California
$11.6M -$85.8K -2,580 -0.8%
UBS Group
12
UBS Group
Switzerland
$10.9M -$2.23M -67,080 -17%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$9.52M -$615K -18,500 -6%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$7.75M +$4.22M +126,780 +128%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$7.1M +$416K +12,500 +6%
ASN
16
Advisory Services Network
Georgia
$6.19M +$3.77M +113,275 +168%
Mariner
17
Mariner
Kansas
$5.36M +$17.3K +520 +0.3%
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$5.02M +$2.7M +81,255 +125%
OC
19
Oppenheimer & Co
New York
$4.58M +$1.47M +44,345 +50%
MML Investors Services
20
MML Investors Services
Massachusetts
$4.05M +$256K +7,710 +7%
SCP
21
Syntal Capital Partners
Texas
$4.03M +$3.91M +117,590 New
MC
22
Martin & Co
Tennessee
$3.69M +$16.6K +500 +0.5%
Jane Street
23
Jane Street
New York
$3.67M +$1.9M +57,270 +115%
MCM
24
Murphy Capital Management
New Jersey
$3.48M -$54.1K -1,625 -2%
Stifel Financial
25
Stifel Financial
Missouri
$3.48M +$623K +18,745 +23%

IHF Hedge Fund Activity: Q2 2019 in Review

145 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2019, worth a combined $472M — up 22% from $386M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IHF positions and 26 closed out — a net gain of 1 holder — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Delek Group, adding an estimated $28.1M. The largest seller was Joseph P. Lucia & Associates, cutting an estimated $26.2M.

  • 145 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $472M of iShares US Healthcare Providers ETF stock for Q2 2019, up 22% quarter-over-quarter.
  • 27 funds opened new iShares US Healthcare Providers ETF positions in Q2 2019 and 26 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2019 was Delek Group, an estimated $28.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2019 was Joseph P. Lucia & Associates, an estimated $26.2M sold.

Based on aggregated 13F filings for Q2 2019.