We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

216 hedge funds and large institutions have $704M invested in iShares US Healthcare Providers ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.95M | Put options by funds: $2.17M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

14.38% more ownership

Funds ownership: 220.18%234.57% (+14%)

11% more capital invested

Capital invested by funds: $635M → $704M (+$69.4M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% less funds holding

Funds holding: 219216 (-3)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
67
Reduced
47
Closed
25
Calls
$6.95M
Puts
$2.17M
Net Calls
+$4.78M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
BS
26
Banco Santander
Spain
$4.47M
AAS
27
Avantax Advisory Services
Texas
$4.42M +$1.59M +29,340 +51%
PGFC
28
Peapack-Gladstone Financial Corp
New Jersey
$4.34M +$4.61M +84,975 New
Truist Financial
29
Truist Financial
North Carolina
$4.2M +$2.48M +45,755 +126%
RJA
30
Raymond James & Associates
Florida
$3.98M -$128K -2,365 -3%
Stifel Financial
31
Stifel Financial
Missouri
$3.85M +$777K +14,340 +24%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$3.75M +$2.51M +46,350 +172%
JP Morgan Chase
33
JP Morgan Chase
New York
$3.67M +$57.2K +1,055 +1%
HighTower Advisors
34
HighTower Advisors
Illinois
$3.59M +$24.4K +450 +0.6%
CA
35
Cetera Advisors
Colorado
$3.48M +$66.7K +1,230 +2%
MAC
36
Mason & Associates (California)
California
$3.46M +$28.2K +520 +0.8%
MIAN
37
Mariner Independent Advisor Network
Kansas
$3.4M +$102K +1,875 +3%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.22M -$5.1M -94,000 -60%
WDL
39
Well Done LLC
Michigan
$3.08M +$275K +5,075 +9%
New York State Common Retirement Fund
40
New York State Common Retirement Fund
New York
$3.02M -$910K -16,785 -22%
Wellington Management Group
41
Wellington Management Group
Massachusetts
$3.02M -$910K -16,785 -22%
SC
42
Sierra Capital
Florida
$2.92M
CCA
43
Cadent Capital Advisors
Oklahoma
$2.9M +$271 +5 +0%
AWM
44
AE Wealth Management
Kansas
$2.85M +$563K +10,380 +23%
HSA
45
HBK Sorce Advisory
Pennsylvania
$2.69M -$108K -1,985 -4%
FEM
46
Fulcrum Equity Management
Texas
$2.61M +$2.77M +51,040 New
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$2.59M +$136K +2,515 +5%
CCM
48
Condor Capital Management
New Jersey
$2.44M +$52.3K +965 +2%
SCA
49
Snowden Capital Advisors
New York
$2.31M +$983K +18,125 +67%
NA
50
NewEdge Advisors
Louisiana
$2.22M +$289K +5,340 +14%

IHF Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2022, worth a combined $704M — up 11% from $635M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $74M. The largest seller was AssetMark Inc, cutting an estimated $79.5M.

  • 216 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2022, down from 219 in Q2 2022.
  • Funds reported $704M of iShares US Healthcare Providers ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q3 2022 and 25 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2022 was Phoenix Financial, an estimated $74M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2022 was AssetMark Inc, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2022.