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iShares US Healthcare Providers ETF

156 hedge funds and large institutions have $553M invested in iShares US Healthcare Providers ETF in 2020 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 42 increasing their positions, 47 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

132.45% more ownership

Funds ownership: 215.15%347.61% (+132%)

45% more capital invested

Capital invested by funds: $382M → $553M (+$170M)

7% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 27

1% less funds holding

Funds holding: 158156 (-2)

11% less repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 47

93% less call options, than puts

Call options by funds: $2.19M | Put options by funds: $32.8M

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
156
Holders Change
-2
Holders Change %
-1.27%
% of All Funds
3.44%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
29
Increased
42
Reduced
47
Closed
27
Calls
$2.19M
Puts
$32.8M
Net Calls
-$30.6M
Net Calls Change
-$27M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$139M +$157M +4,155,000 New
CI
2
Clal Insurance
Israel
$77.5M +$88M +2,325,000 New
Morgan Stanley
3
Morgan Stanley
New York
$62.6M +$20.6M +545,280 +41%
PF
4
Phoenix Financial
Israel
$30.3M +$622K +16,450 +2%
Wells Fargo
5
Wells Fargo
California
$22.5M -$130K -3,440 -0.5%
Bank of America
6
Bank of America
North Carolina
$19.4M +$2.19M +57,845 +11%
WBG
7
Wharton Business Group
Pennsylvania
$17.9M +$59.6K +1,575 +0.3%
Goldman Sachs
8
Goldman Sachs
New York
$14.3M -$1.77M -46,845 -10%
MIH
9
Meitav Investment House
Israel
$13M +$14.7M +389,280 New
Mercer Global Advisors
10
Mercer Global Advisors
Colorado
$12M +$13.6M +360,325 New
UBS Group
11
UBS Group
Switzerland
$11.5M +$777K +20,530 +6%
LPL Financial
12
LPL Financial
California
$9.54M -$2.37M -62,690 -18%
Thrivent Financial for Lutherans
13
Thrivent Financial for Lutherans
Minnesota
$8.72M
Northwestern Mutual Wealth Management
14
Northwestern Mutual Wealth Management
Wisconsin
$8.37M +$979K +25,885 +11%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$8.13M -$286K -7,565 -3%
Citadel Advisors
16
Citadel Advisors
Florida
$7.07M +$7.39M +195,330 +1,160%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.55M +$880K +23,270 +13%
Mariner
18
Mariner
Kansas
$5.22M -$946 -25 -0%
HF
19
HRT Financial
New York
$4.46M +$5.07M +133,865 New
Osaic Holdings
20
Osaic Holdings
Arizona
$3.31M +$3.76M +99,300 New
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.31M +$185K +4,880 +5%
MCM
22
Murphy Capital Management
New Jersey
$3.25M -$74.7K -1,975 -2%
MC
23
Martin & Co
Tennessee
$3.19M +$93.5K +2,470 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$2.88M +$775K +20,470 +31%
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
$2.77M -$4.7M -124,305 -60%

IHF Hedge Fund Activity: Q1 2020 in Review

156 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2020, worth a combined $553M — up 45% from $382M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IHF positions and 27 closed out — a net gain of 2 holders — while 42 added to existing stakes and 47 trimmed.

The largest buyer was Credit Suisse, opening a new position worth an estimated $157M. The largest seller was Barclays, exiting entirely with an estimated $20.1M sold.

  • 156 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2020, down from 158 in Q4 2019.
  • Funds reported $553M of iShares US Healthcare Providers ETF stock for Q1 2020, up 45% quarter-over-quarter.
  • 29 funds opened new iShares US Healthcare Providers ETF positions in Q1 2020 and 27 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2020 was Credit Suisse, an estimated $157M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2020 was Barclays, an estimated $20.1M sold.

Based on aggregated 13F filings for Q1 2020.