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iShares US Healthcare Providers ETF
IHF

208 hedge funds and large institutions have $498M invested in iShares US Healthcare Providers ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $6.94M | Put options by funds: $900K

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 41

20% more funds holding

Funds holding: 174 → 208 (+34)

15% more capital invested

Capital invested by funds: $432M → $498M (+$66M)

3.81% more ownership

Funds ownership: 187.05% → 190.87% (+3.8%)

Holders
208
Holders Change
+34
Holders Change %
+19.54%
% of All Funds
3.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
45
Increased
61
Reduced
41
Closed
9
Calls
$6.94M
Puts
$900K
Net Calls
+$6.04M
Net Calls Change
+$5.07M

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$18.2M
2
RWP
RWA Wealth Partners
Massachusetts
+$5.91M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$5.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.38M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.87M
2
Morgan Stanley
Morgan Stanley
New York
-$8.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.05M
4
Barclays
Barclays
United Kingdom
-$5.53M
5
RCP
Rothschild Capital Partners
New York
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
New York State Common Retirement Fund
26
New York State Common Retirement Fund
New York
$4.41M – – –
Wellington Management Group
27
Wellington Management Group
Massachusetts
$4.41M – – –
CA
28
Cetera Advisors
Colorado
$3.83M +$207K +3,795 +6%
SC
29
Sierra Capital
Florida
$3.32M – – –
HSA
30
HBK Sorce Advisory
Pennsylvania
$3.24M +$79.9K +1,465 +3%
KAS
31
Kestra Advisory Services
Texas
$3.23M -$267K -4,900 -8%
AWM
32
AE Wealth Management
Kansas
$2.96M +$1.26M +23,000 +82%
Ameriprise
33
Ameriprise
Minnesota
$2.85M +$161K +2,950 +6%
JP Morgan Chase
34
JP Morgan Chase
New York
$2.85M -$410K -7,515 -13%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$2.76M -$2.29M -41,890 -47%
CCM
36
Condor Capital Management
New Jersey
$2.7M +$36.8K +675 +1%
AIC
37
Ayalon Insurance Company
Israel
$2.68M -$2.18M -39,975 -46%
HBT
38
Hills Bank & Trust
Iowa
$2.66M -$18K -330 -0.7%
RSWM
39
Robertson Stephens Wealth Management
California
$2.39M +$129K +2,360 +6%
WI
40
WBI Investments
New Jersey
$2.35M +$27.6K +505 +1%
Citadel Advisors
41
Citadel Advisors
Florida
$2.31M -$4.75M -87,055 -69%
AAS
42
Avantax Advisory Services
Texas
$2.28M +$186K +3,410 +10%
Koshinski Asset Management
43
Koshinski Asset Management
Illinois
$2.21M -$25.6K -470 -1%
FNC
44
First National Corp
Massachusetts
$2.06M +$1.93M +35,435 New
BPA
45
Beacon Pointe Advisors
California
$1.96M – – –
ECM
46
ExodusPoint Capital Management
New York
$1.91M -$3.06M -56,135 -63%
CG
47
Caprock Group
Idaho
$1.66M +$4.64K +85 +0.3%
WS
48
Wedbush Securities
California
$1.65M +$68.8K +1,260 +5%
TFA
49
Teamwork Financial Advisors
Texas
$1.64M +$38.2K +700 +3%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$1.57M +$12K +220 +0.8%
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IHF Hedge Fund Activity: Q4 2021 in Review

208 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2021, worth a combined $498M — up 15% from $432M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IHF positions and 9 closed out — a net gain of 36 holders — while 61 added to existing stakes and 41 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $18.2M. The largest seller was Mercer Global Advisors, cutting an estimated $8.87M.

  • 208 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2021, up from 174 in Q3 2021.
  • Funds reported $498M of iShares US Healthcare Providers ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare Providers ETF positions in Q4 2021 and 9 closed out, a net change of +36 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2021 was Wharton Business Group, an estimated $18.2M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2021 was Mercer Global Advisors, an estimated $8.87M sold.

Based on aggregated 13F filings for Q4 2021.