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iShares US Healthcare Providers ETF

166 hedge funds and large institutions have $596M invested in iShares US Healthcare Providers ETF in 2020 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 51 increasing their positions, 47 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

180% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 10

13% more capital invested

Capital invested by funds: $528M → $596M (+$68.5M)

11% more funds holding

Funds holding: 149166 (+17)

9% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 47

20.62% less ownership

Funds ownership: 280.19%259.57% (-21%)

93% less call options, than puts

Call options by funds: $2.74M | Put options by funds: $37M

Holders
166
Holders Change
+17
Holders Change %
+11.41%
% of All Funds
2.94%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
51
Reduced
47
Closed
10
Calls
$2.74M
Puts
$37M
Net Calls
-$34.3M
Net Calls Change
-$19.5M
Name Holding Trade Value Shares
Change
Change in
Stake
CS
1
Credit Suisse
Switzerland
$116M -$48.4M -1,090,000 -31%
Morgan Stanley
2
Morgan Stanley
New York
$50.3M +$4.88M +109,955 +11%
CI
3
Clal Insurance
Israel
$37M -$517K -11,635 -1%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$33.4M +$31.6M +712,000 New
PF
5
Phoenix Financial
Israel
$31.9M +$9.05M +203,950 +43%
UBS Group
6
UBS Group
Switzerland
$29.2M +$2.57M +57,910 +10%
Bank of America
7
Bank of America
North Carolina
$27.5M -$281K -6,320 -1%
Wells Fargo
8
Wells Fargo
California
$22M +$606K +13,660 +3%
Goldman Sachs
9
Goldman Sachs
New York
$20.7M -$2.65M -59,775 -12%
WBG
10
Wharton Business Group
Pennsylvania
$19.8M -$4.72M -106,250 -20%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$17.7M +$185K +4,160 +1%
Thrivent Financial for Lutherans
12
Thrivent Financial for Lutherans
Minnesota
$13.9M
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$649K +14,610 +6%
LPL Financial
14
LPL Financial
California
$11.4M +$723K +16,295 +7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$10.8M -$4.66K -105 -0%
HF
16
HRT Financial
New York
$10.6M +$8.94M +201,345 +820%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$7.74M -$1.4M -31,545 -16%
Mariner
18
Mariner
Kansas
$7.33M +$11.5K +260 +0.2%
Osaic Holdings
19
Osaic Holdings
Arizona
$5.67M +$394K +8,865 +8%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$4.81M -$267K -6,025 -6%
MC
21
Martin & Co
Tennessee
$4.66M +$8.88K +200 +0.2%
MCM
22
Murphy Capital Management
New Jersey
$4.35M +$3.33K +75 +0.1%
KAS
23
Kestra Advisory Services
Texas
$4.24M +$278K +6,265 +7%
CG
24
Colony Group
Massachusetts
$4.14M +$3.92M +88,280 New
AIC
25
Ayalon Insurance Company
Israel
$4.12M -$67.7K -1,525 -2%

IHF Hedge Fund Activity: Q4 2020 in Review

166 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2020, worth a combined $596M — up 13% from $528M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IHF positions and 10 closed out — a net gain of 18 holders — while 51 added to existing stakes and 47 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, opening a new position worth an estimated $31.6M. The largest seller was Credit Suisse, cutting an estimated $48.4M.

  • 166 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2020, up from 149 in Q3 2020.
  • Funds reported $596M of iShares US Healthcare Providers ETF stock for Q4 2020, up 13% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare Providers ETF positions in Q4 2020 and 10 closed out, a net change of +18 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2020 was Migdal Insurance & Financial Holdings, an estimated $31.6M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2020 was Credit Suisse, an estimated $48.4M sold.

Based on aggregated 13F filings for Q4 2020.