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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
CG
51
Caprock Group
Idaho
$1.17M -$50.4K -995 -4%
MML Investors Services
52
MML Investors Services
Massachusetts
$1.16M +$114K +2,245 +11%
KWM
53
Kingsview Wealth Management
Oregon
$1.11M +$309K +6,090 +40%
FHC
54
First Heartland Consultants
Missouri
$1.05M +$4.56K +90 +0.5%
Two Sigma Investments
55
Two Sigma Investments
New York
$986K -$670K -13,225 -41%
MCM
56
MAI Capital Management
Ohio
$978K +$944K +18,630 New
FFL
57
Financial Freedom LLC
Ohio
$974K +$2.28K +45 +0.2%
CAN
58
Cetera Advisor Networks
California
$961K +$32.2K +635 +4%
CAC
59
Certified Advisory Corp
Florida
$909K -$171K -3,365 -16%
SC
60
Scotia Capital
Ontario, Canada
$880K
DBIA
61
Dumont & Blake Investment Advisors
New Jersey
$873K -$15K -295 -2%
RJA
62
Raymond James & Associates
Florida
$870K -$45.4K -895 -5%
NA
63
NewEdge Advisors
Louisiana
$845K -$354K -6,975 -30%
CPSC
64
Carl P. Sherr & Co
Massachusetts
$838K -$48.1K -950 -6%
FIM
65
Freedom Investment Management
Connecticut
$757K -$37K -730 -5%
KAS
66
Kestra Advisory Services
Texas
$745K -$68.7K -1,355 -9%
CI
67
CX Institutional
Indiana
$729K +$704K +13,885 New
Millennium Management
68
Millennium Management
New York
$718K +$693K +13,675 New
MFG
69
Merit Financial Group
Georgia
$652K -$1.57M -30,925 -71%
EH
70
Equitable Holdings
New York
$637K -$254K -5,020 -29%
EAM
71
Evanson Asset Management
California
$636K
SPIA
72
Steward Partners Investment Advisory
New York
$635K -$30.7K -605 -5%
Bank of Montreal
73
Bank of Montreal
Ontario, Canada
$630K +$2.53K +50 +0.4%
TW
74
TritonPoint Wealth
Maryland
$616K +$595K +11,735 New
GPA
75
Garrison Point Advisors
California
$615K -$16.5K -325 -3%

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.