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iShares US Healthcare Providers ETF

222 hedge funds and large institutions have $612M invested in iShares US Healthcare Providers ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $3.44M

18.04% more ownership

Funds ownership: 247.9%265.94% (+18%)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 220222 (+2)

16% less capital invested

Capital invested by funds: $729M → $612M (-$117M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
41
Reduced
85
Closed
28
Calls
$4.92M
Puts
$3.44M
Net Calls
+$1.48M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
WDL
226
Well Done LLC
Michigan
-$3.9M -72,910 Closed
CCA
227
Cadent Capital Advisors
Oklahoma
-$3.03M -56,535 Closed
SCA
228
Snowden Capital Advisors
New York
-$2.38M -44,430 Closed
CCG
229
Capital CS Group
California
-$1.57M -29,235 Closed
FAIM
230
Financial Advocates Investment Management
Washington
-$1.42M -26,440 Closed
TFA
231
Teamwork Financial Advisors
Texas
-$1.36M -25,465 Closed
JWM
232
Jackson Wealth Management
Florida
-$1.27M -23,775 Closed
GC
233
Gruss & Co
Florida
-$535K -10,000 Closed
WI
234
WBI Investments
New Jersey
-$533K -9,950 Closed
DIP
235
Davis Investment Partners
North Carolina
-$421K -7,925 Closed
CPC
236
Cookson Peirce & Co
Pennsylvania
-$406K -7,575 Closed
IFS
237
Ifrah Financial Services
Arkansas
-$354K -6,605 Closed
WANY
238
Wealthspire Advisors (New York)
New York
-$273K -5,095 Closed
IFG
239
Independent Financial Group
California
-$254K -4,735 Closed
KWM
240
Kingsview Wealth Management
Oregon
-$254K -4,735 Closed
CG
241
Colony Group
Massachusetts
-$241K -4,510 Closed
VFG
242
V2 Financial group
Illinois
-$214K -4,000 Closed
6F
243
626 Financial
Michigan
-$214K -3,995 Closed
KIA
244
Kraematon Investment Advisors
Massachusetts
-$213K -3,970 Closed
TWC
245
TD Waterhouse Canada
Ontario, Canada
-$34.6K -655 Closed
CAL
246
Capital Analysts LLC
Pennsylvania
-$24K -445 Closed
MCC
247
Money Concepts Capital
Florida
-$18.9K -355 Closed
ZIG
248
Zullo Investment Group
Pennsylvania
-$16.1K -300 Closed
LFA
249
LGT Financial Advisors
Texas
-$12K -225 Closed
CWP
250
Concord Wealth Partners
Virginia
-$2.14K -40 Closed

IHF Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2023, worth a combined $612M — down 16% from $729M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IHF positions and 28 closed out — a net gain of 4 holders — while 41 added to existing stakes and 85 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $109M. The largest seller was Meitav Investment House, cutting an estimated $48.2M.

  • 222 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2023, up from 220 in Q4 2022.
  • Funds reported $612M of iShares US Healthcare Providers ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 32 funds opened new iShares US Healthcare Providers ETF positions in Q1 2023 and 28 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $109M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2023 was Meitav Investment House, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.