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iShares US Healthcare Providers ETF

222 hedge funds and large institutions have $612M invested in iShares US Healthcare Providers ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $3.44M

18.04% more ownership

Funds ownership: 247.9%265.94% (+18%)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 220222 (+2)

16% less capital invested

Capital invested by funds: $729M → $612M (-$117M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
41
Reduced
85
Closed
28
Calls
$4.92M
Puts
$3.44M
Net Calls
+$1.48M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
51
Cetera Investment Advisers
Illinois
$1.45M -$1.92M -37,455 -56%
BPA
52
Beacon Pointe Advisors
California
$1.39M -$136K -2,645 -9%
TCMP
53
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.35M -$48K -935 -3%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$1.32M -$2.83K -55 -0.2%
AI
55
Atria Investments
North Carolina
$1.22M -$957K -18,630 -43%
TNAM
56
Terra Nova Asset Management
New York
$1.19M +$168K +3,265 +16%
CAC
57
Certified Advisory Corp
Florida
$1.19M -$115K -2,245 -9%
MWM
58
Meridian Wealth Management
Kentucky
$1.17M -$3.34K -65 -0.3%
Jane Street
59
Jane Street
New York
$1.16M +$1.2M +23,455 New
KAS
60
Kestra Advisory Services
Texas
$1.16M -$646K -12,585 -35%
NA
61
NewEdge Advisors
Louisiana
$1.16M -$1.24M -24,160 -51%
GDP
62
Great Diamond Partners
Maine
$1.15M +$163K +3,170 +16%
CG
63
Caprock Group
Idaho
$1.15M -$165K -3,215 -12%
OFS
64
OneAscent Financial Services
Alabama
$1.14M +$95.8K +1,865 +9%
AIC
65
Ayalon Insurance Company
Israel
$1.13M
BWM
66
BerganKDV Wealth Management
Minnesota
$1.08M +$57.8K +1,125 +5%
GCP
67
GSA Capital Partners
United Kingdom
$1.07M +$1.11M +21,710 New
MML Investors Services
68
MML Investors Services
Massachusetts
$1.03M -$12.9M -250,765 -92%
SFS
69
Sowell Financial Services
Arkansas
$1.02M +$1.07M +20,740 New
FHC
70
First Heartland Consultants
Missouri
$992K -$257 -5 -0%
FFWM
71
Future Financial Wealth Management
Ohio
$984K +$764K +14,880 +325%
SC
72
Scotia Capital
Ontario, Canada
$860K +$3.08K +60 +0.3%
DBIA
73
Dumont & Blake Investment Advisors
New Jersey
$854K -$4.11K -80 -0.5%
CPSC
74
Carl P. Sherr & Co
Massachusetts
$818K -$25.7K -500 -3%
Marshall Wace
75
Marshall Wace
United Kingdom
$816K +$488K +9,500 +136%

IHF Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2023, worth a combined $612M — down 16% from $729M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IHF positions and 28 closed out — a net gain of 4 holders — while 41 added to existing stakes and 85 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $109M. The largest seller was Meitav Investment House, cutting an estimated $48.2M.

  • 222 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2023, up from 220 in Q4 2022.
  • Funds reported $612M of iShares US Healthcare Providers ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 32 funds opened new iShares US Healthcare Providers ETF positions in Q1 2023 and 28 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $109M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2023 was Meitav Investment House, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.