iShares US Healthcare Providers ETF
220 hedge funds and large institutions have $495M invested in iShares US Healthcare Providers ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 14 closing their positions.
150% more first-time investments, than exits
New positions opened: 35 | Existing positions closed: 14
52.41% more ownership
Funds ownership: 217.72% → 270.14% (+52%)
30% more capital invested
Capital invested by funds: $381M → $495M (+$115M)
9% more funds holding
Funds holding: 202 → 220 (+18)
28% less repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 67
61% less call options, than puts
Call options by funds: $2.26M | Put options by funds: $5.86M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$39M |
| 2 |
Mercer Global Advisors
Denver,
Colorado
|
+$28.9M |
| 3 |
LPL Financial
San Diego,
California
|
+$14.7M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$9.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.01M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$4.02M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$3.6M |
| 3 |
FTUS
Flow Traders U.S.
New York
|
-$3.05M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$2.92M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
VCM
226
Virtue Capital Management
Brentwood,
Tennessee
| – | -$313K | -6,180 | Closed |
|
|
SA
227
SFI Advisors
Montclair,
New Jersey
| – | -$282K | -5,735 | Closed |
|
|
TSS
228
Two Sigma Securities
New York
| – | -$277K | -5,635 | Closed |
|
|
COCM
229
Charter Oak Capital Management
Portsmouth,
New Hampshire
| – | -$232K | -4,720 | Closed |
|
|
AHC
230
Adell Harriman & Carpenter
Houston,
Texas
| – | -$221K | -4,500 | Closed |
|
|
BWS
231
Buck Wealth Strategies
Denver,
Colorado
| – | -$35.4K | -720 | Closed |
|
232
Simplex Trading
Chicago,
Illinois
| – | -$18K | -385 | Closed |
|
233
Legacy Financial Group (Iowa)
Des Moines,
Iowa
| – | -$13K | -265 | Closed |
|
|
WWP
234
WR Wealth Planners
Columbia,
Missouri
| – | -$6.64K | -135 | Closed |
|
|
FRA
235
Front Row Advisors
Tiburon,
California
| – | -$3.21K | -65 | Closed |
|
IHF Hedge Fund Activity: Q4 2023 in Review
220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2023, worth a combined $495M — up 30% from $381M a quarter earlier.
Buyers outnumbered sellers: 35 funds opened new IHF positions and 14 closed out — a net gain of 21 holders — while 48 added to existing stakes and 67 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Wells Fargo, cutting an estimated $4.02M.
- 220 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2023, up from 202 in Q3 2023.
- Funds reported $495M of iShares US Healthcare Providers ETF stock for Q4 2023, up 30% quarter-over-quarter.
- 35 funds opened new iShares US Healthcare Providers ETF positions in Q4 2023 and 14 closed out, a net change of +21 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $39M added.
- The largest iShares US Healthcare Providers ETF seller in Q4 2023 was Wells Fargo, an estimated $4.02M sold.
Based on aggregated 13F filings for Q4 2023.