iShares US Healthcare Providers ETF
214 hedge funds and large institutions have $422M invested in iShares US Healthcare Providers ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 23 closing their positions.
3% less funds holding
Funds holding: 220 → 214 (-6)
13% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 23
15% less capital invested
Capital invested by funds: $495M → $422M (-$73.2M)
25% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 71
57% less call options, than puts
Call options by funds: $1.19M | Put options by funds: $2.74M
221.01% less ownership
Funds ownership: 270.14% → 49.13% (-221%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPM
Meritage Portfolio Management
Overland Park,
Kansas
|
+$6.74M |
| 2 |
GT
Glenview Trust
Louisville,
Kentucky
|
+$5.43M |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$5.26M |
| 4 |
KWM
Kingsview Wealth Management
Grants Pass,
Oregon
|
+$5.14M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$2.75M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$45.4M |
| 2 |
Goldman Sachs
New York
|
-$18.4M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$9.43M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$9.22M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$8.52M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
226
IFG Advisory
Atlanta,
Georgia
| – | -$374K | -7,115 | Closed |
|
227
Marshall Wace
London,
United Kingdom
| – | -$313K | -5,960 | Closed |
|
|
JWCA
228
J.W. Cole Advisors
Tampa,
Florida
| – | -$285K | -5,420 | Closed |
|
|
BAAM
229
Baker Avenue Asset Management
San Francisco,
California
| – | -$224K | -4,265 | Closed |
|
|
SW
230
SVB Wealth
Boston,
Massachusetts
| – | -$212K | -4,040 | Closed |
|
|
CF
231
Centaurus Financial
Anaheim,
California
| – | -$161K | -3,075 | Closed |
|
|
CAL
232
Capital Analysts LLC
Fort Washington,
Pennsylvania
| – | -$120K | -2,290 | Closed |
|
|
HWP
233
Highline Wealth Partners
Sherman Oaks,
California
| – | -$96.4K | -1,835 | Closed |
|
|
CG
234
Cutler Group
San Francisco,
California
| – | -$26K | -500 | Closed |
|
|
PO
235
Private Ocean
San Rafael,
California
| – | -$16.1K | -305 | Closed |
|
|
TC
236
Truvestments Capital
Sarasota,
Florida
| – | -$6.56K | -125 | Closed |
|
|
VNA
237
Valley National Advisers
Bethlehem,
Pennsylvania
| – | -$4K | -85 | Closed |
|
|
CP
238
Castleview Partners
Dallas,
Texas
| – | -$2.1K | -40 | Closed |
|
IHF Hedge Fund Activity: Q1 2024 in Review
214 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2024, worth a combined $422M — down 15% from $495M a quarter earlier.
Sellers outnumbered buyers: 23 funds closed out of IHF and 20 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 53 added.
The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $6.74M. The largest seller was Morgan Stanley, cutting an estimated $45.4M.
- 214 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2024, down from 220 in Q4 2023.
- Funds reported $422M of iShares US Healthcare Providers ETF stock for Q1 2024, down 15% quarter-over-quarter.
- 20 funds opened new iShares US Healthcare Providers ETF positions in Q1 2024 and 23 closed out, a net change of -3 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q1 2024 was Meritage Portfolio Management, an estimated $6.74M added.
- The largest iShares US Healthcare Providers ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.4M sold.
Based on aggregated 13F filings for Q1 2024.