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iShares US Healthcare Providers ETF

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: 174208 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
51
Cambridge Investment Research Advisors
Iowa
$1.55M -$10.6K -195 -0.7%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.5M
CAC
53
Certified Advisory Corp
Florida
$1.49M +$4.09K +75 +0.3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.46M +$273 +5 +0%
BWM
55
BerganKDV Wealth Management
Minnesota
$1.44M -$12.3K -225 -0.9%
RJA
56
Raymond James & Associates
Florida
$1.4M +$55.4K +1,015 +4%
SC
57
Scotia Capital
Ontario, Canada
$1.4M +$27.3K +500 +2%
TCMP
58
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.36M +$1.28M +23,465 New
GKWIM
59
Gerber Kawasaki Wealth & Investment Management
California
$1.33M +$5.51M +101,060 +2,021,200%
PF
60
Phoenix Financial
Israel
$1.24M
TRCT
61
Tower Research Capital (TRC)
New York
$1.14M -$475K -8,710 -31%
LG
62
Leuthold Group
Minnesota
$1.11M +$64.1K +1,175 +7%
Truist Financial
63
Truist Financial
North Carolina
$1.11M -$90.9K -1,665 -8%
TNAM
64
Terra Nova Asset Management
New York
$1.08M -$29.7K -545 -3%
CAG
65
Csenge Advisory Group
Florida
$1.07M +$1.09M +20,010 New
DBIA
66
Dumont & Blake Investment Advisors
New Jersey
$1.01M +$6.82K +125 +0.7%
NA
67
NewEdge Advisors
Louisiana
$1M +$103K +1,895 +12%
UCFA
68
United Capital Financial Advisors
Texas
$986K -$8.19K -150 -0.9%
CPSC
69
Carl P. Sherr & Co
Massachusetts
$983K -$20.5K -375 -2%
MIH
70
Meitav Investment House
Israel
$982K
MML Investors Services
71
MML Investors Services
Massachusetts
$981K -$278K -5,100 -23%
SPIA
72
Steward Partners Investment Advisory
New York
$953K +$13.1K +240 +1%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$896K +$120K +2,190 +17%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$785K +$545K +9,980 +294%
IC
75
IEQ Capital
California
$750K +$705K +12,925 New

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.