Clal Insurance’s iShares US Healthcare Providers ETF IHF Stock Holding History

Clal Insurance’s Portfolio IHF Stock Details IHF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-5,635	Closed	-$295K	–	128
2024 Q2	$295K	Hold	5,635	–	–	﹤0.01%	108
2024 Q1	$307K	Hold	5,635	–	–	﹤0.01%	118
2023 Q4	$296K	Hold	5,635	–	–	﹤0.01%	107
2023 Q3	$278K	Hold	5,635	–	–	﹤0.01%	111
2023 Q2	$288K	Hold	5,635	–	–	﹤0.01%	122
2023 Q1	$279K	Hold	5,635	–	–	﹤0.01%	126
2022 Q4	$302K	Hold	5,635	–	–	﹤0.01%	135
2022 Q3	$288K	Hold	5,635	–	–	﹤0.01%	141
2022 Q2	$288K	Hold	5,635	–	–	﹤0.01%	148
2022 Q1	$319K	Hold	5,635	–	–	﹤0.01%	153
2021 Q4	$327K	Hold	5,635	–	–	﹤0.01%	159
2021 Q3	$288K	Hold	5,635	–	–	﹤0.01%	181
2021 Q2	$300K	Hold	5,635	–	–	﹤0.01%	185
2021 Q1	$284K	Sell	5,635 -837,730	-99%	-$41M	﹤0.01%	172
2020 Q4	$37M	Sell	843,365 -11,635	-1%	-$517K	0.5%	67
2020 Q3	$34.5M	Sell	855,000 -730,000	-46%	-$29.5M	0.58%	59
2020 Q2	$61.2M	Sell	1,585,000 -740,000	-32%	-$27.9M	1.21%	34
2020 Q1	$77.5M	Buy	+2,325,000	New	+$88M	1.94%	17
2019 Q4	–	Sell	-1,175,000	Closed	-$38M	–	123
2019 Q3	$38M	Buy	+1,175,000	New	+$40.4M	0.92%	38
2016 Q3	–	Sell	-23,685	Closed	-$603K	–	100
2016 Q2	$603K	Sell	23,685 -19,750	-45%	-$495K	0.02%	92
2016 Q1	$1.06M	Hold	43,435	–	–	0.03%	80
2015 Q4	$1.08M	Sell	43,435 -1,456,745	-97%	-$36.2M	0.03%	73
2015 Q3	$37.2M	Sell	1,500,180 -91,500	-6%	-$2.5M	0.97%	25
2015 Q2	$45.5M	Sell	1,591,680 -19,520	-1%	-$530K	1.05%	25
2015 Q1	$42.9M	Buy	1,611,200 +1,392,800	+638%	+$34.8M	0.99%	25
2014 Q4	$5.17M	Buy	+218,400	New	+$4.91M	0.12%	75

Other funds holding IHF

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clal Insurance's IHF Position: Q3 2024 in Review

Clal Insurance sold out of iShares US Healthcare Providers ETF (IHF) in Q3 2024, closing a stake of 5,635 shares — an estimated $295K sold.

Clal Insurance first reported a position in IHF in Q4 2014 and held it in 26 quarters. The position peaked at $77.5M in Q1 2020. 203 funds tracked by Wall St. Rank hold IHF as of Q3 2024.

Clal Insurance reported no remaining iShares US Healthcare Providers ETF position as of Q3 2024 after selling out during the quarter.
Clal Insurance sold 5,635 iShares US Healthcare Providers ETF shares in Q3 2024, an estimated $295K.
Clal Insurance first reported a position in iShares US Healthcare Providers ETF in Q4 2014 and held it in 26 quarters.
Clal Insurance's iShares US Healthcare Providers ETF position peaked at $77.5M in Q1 2020.
203 funds tracked by Wall St. Rank held iShares US Healthcare Providers ETF as of Q3 2024.

Based on Clal Insurance's 13F filing for Q3 2024, filed 12 Nov 2024.