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iShares US Healthcare Providers ETF

202 hedge funds and large institutions have $349M invested in iShares US Healthcare Providers ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 49.13%46.58% (-2.5%)

6% less funds holding

Funds holding: 214202 (-12)

17% less capital invested

Capital invested by funds: $422M → $349M (-$72.6M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

43% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 69

61% less call options, than puts

Call options by funds: $388K | Put options by funds: $985K

Holders
202
Holders Change
-12
Holders Change %
-5.61%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
69
Closed
20
Calls
$388K
Puts
$985K
Net Calls
-$597K
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
PGFC
26
Peapack-Gladstone Financial Corp
New Jersey
$3.5M -$110K -2,100 -3%
MFG
27
Merit Financial Group
Georgia
$3.35M -$22.9K -438 -0.7%
Osaic Holdings
28
Osaic Holdings
Arizona
$3.26M -$4.81M -92,046 -60%
LG
29
Leuthold Group
Minnesota
$2.98M +$26K +497 +0.9%
Truist Financial
30
Truist Financial
North Carolina
$2.06M +$1.15K +22 +0.1%
HBT
31
Hills Bank & Trust
Iowa
$1.91M -$35.9K -686 -2%
Jane Street
32
Jane Street
New York
$1.82M +$1.23M +23,487 +210%
DBIA
33
Dumont & Blake Investment Advisors
New Jersey
$1.71M +$843K +16,132 +98%
SFS
34
Sowell Financial Services
Arkansas
$1.61M -$26.1K -499 -2%
4WM
35
49 Wealth Management
Texas
$1.53M -$8.26M -158,009 -84%
Creative Planning
36
Creative Planning
Kansas
$1.53M -$5.8K -111 -0.4%
TCOT
37
Trust Company of Toledo
Ohio
$1.36M +$82.7K +1,581 +6%
OC
38
Oppenheimer & Co
New York
$1.32M +$278K +5,312 +27%
BPA
39
Beacon Pointe Advisors
California
$1.31M -$6.9K -132 -0.5%
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$1.24M -$13.3K -255 -1%
CCM
41
Condor Capital Management
New Jersey
$1.21M -$1.24M -23,763 -51%
CG
42
Caprock Group
Idaho
$1.17M
GT
43
Glenview Trust
Kentucky
$1.16M -$4.19M -80,160 -78%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.1M -$198K -3,787 -15%
MML Investors Services
45
MML Investors Services
Massachusetts
$1.09M -$138K -2,633 -11%
MCM
46
MAI Capital Management
Ohio
$1.01M -$6.27K -120 -0.6%
WS
47
Wedbush Securities
California
$973K -$11.8K -226 -1%
RJA
48
Raymond James & Associates
Florida
$904K +$1.41K +27 +0.2%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$882K -$1.88K -36 -0.2%
Mariner
50
Mariner
Kansas
$877K -$526K -10,069 -38%

IHF Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2024, worth a combined $349M — down 17% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IHF and 12 opened new positions — a net loss of 8 holders — while 69 trimmed existing stakes and 39 added.

The largest buyer was Goldman Sachs, adding an estimated $8.17M. The largest seller was LPL Financial, cutting an estimated $17.1M.

  • 202 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2024, down from 214 in Q1 2024.
  • Funds reported $349M of iShares US Healthcare Providers ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 12 funds opened new iShares US Healthcare Providers ETF positions in Q2 2024 and 20 closed out, a net change of -8 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2024 was Goldman Sachs, an estimated $8.17M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2024 was LPL Financial, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2024.