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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.

New
Increased
Maintained
Reduced
Closed

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: 202220 (+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

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
48
Reduced
67
Closed
14
Calls
$2.26M
Puts
$5.86M
Net Calls
-$3.6M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
MAC
26
Mason & Associates (California)
California
$3.76M +$24.3K +480 +0.7%
PGFC
27
Peapack-Gladstone Financial Corp
New Jersey
$3.73M -$93.8K -1,850 -3%
JP Morgan Chase
28
JP Morgan Chase
New York
$3.64M -$94.8K -1,870 -3%
PF
29
Phoenix Financial
Israel
$3.59M -$1.35M -26,565 -28%
AAS
30
Avantax Advisory Services
Texas
$3.52M -$885K -17,460 -21%
Mariner
31
Mariner
Kansas
$2.83M +$446K +8,805 +20%
LG
32
Leuthold Group
Minnesota
$2.81M +$234K +4,615 +9%
CI
33
CPR Investments
Michigan
$2.78M +$2.68M +52,930 New
CCM
34
Condor Capital Management
New Jersey
$2.48M +$25.8K +510 +1%
AWM
35
AE Wealth Management
Kansas
$2.24M +$28.9K +570 +1%
Truist Financial
36
Truist Financial
North Carolina
$2.03M +$34K +670 +2%
HBT
37
Hills Bank & Trust
Iowa
$1.99M -$18.5K -365 -1%
Focus Partners Wealth
38
Focus Partners Wealth
Massachusetts
$1.78M +$1.71M +33,830 New
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.73M -$1.52K -30 -0.1%
TCMP
40
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.63M -$88.7K -1,750 -5%
WS
41
Wedbush Securities
California
$1.62M -$83.1K -1,640 -5%
Koshinski Asset Management
42
Koshinski Asset Management
Illinois
$1.55M +$574K +11,335 +62%
Creative Planning
43
Creative Planning
Kansas
$1.53M +$6.08K +120 +0.4%
Citadel Advisors
44
Citadel Advisors
Florida
$1.45M -$1.19M -23,570 -46%
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$1.39M -$90K -1,775 -6%
FNC
46
First National Corp
Massachusetts
$1.37M +$1.52K +30 +0.1%
BPA
47
Beacon Pointe Advisors
California
$1.35M -$43.6K -860 -3%
TNAM
48
Terra Nova Asset Management
New York
$1.33M +$6.33K +125 +0.5%
Janney Montgomery Scott
49
Janney Montgomery Scott
Pennsylvania
$1.24M +$3.55K +70 +0.3%
TCOT
50
Trust Company of Toledo
Ohio
$1.23M -$25.3K -500 -2%

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.