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iShares US Healthcare Providers ETF
IHF

174 hedge funds and large institutions have $432M invested in iShares US Healthcare Providers ETF in 2021 Q3 according to their latest regulatory filings, with 15 funds opening new positions, 53 increasing their positions, 40 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more call options, than puts

Call options by funds: $2.48M | Put options by funds: $1.51M

33% more repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 40

5% less funds holding

Funds holding: 184 → 174 (-10)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

22.75% less ownership

Funds ownership: 209.8% → 187.05% (-23%)

29% less capital invested

Capital invested by funds: $605M → $432M (-$174M)

Holders
174
Holders Change
-10
Holders Change %
-5.43%
% of All Funds
3.05%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
53
Reduced
40
Closed
18
Calls
$2.48M
Puts
$1.51M
Net Calls
+$969K
Net Calls Change
-$682K

Top Buyers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$18.3M
2
BHB
Bank Hapoalim BM
Israel
+$13.5M
3
Morgan Stanley
Morgan Stanley
New York
+$7.11M
4
BS
Banco Santander
Spain
+$4.67M
5
ECM
ExodusPoint Capital Management
New York
+$4.66M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$156M
2
WBG
Wharton Business Group
Pennsylvania
-$17.7M
3
Osaic Holdings
Osaic Holdings
Arizona
-$10.8M
4
RWP
RWA Wealth Partners
Massachusetts
-$5.88M
5
ACP
Aveo Capital Partners
Colorado
-$4.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
76
Gruss & Co
Florida
$512K – – –
ISB
77
Iowa State Bank
Iowa
$512K – – –
FHA
78
First Horizon Advisors
Tennessee
$507K +$8.27K +155 +2%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$506K -$4.53K -85 -0.9%
Creative Planning
80
Creative Planning
Kansas
$498K +$8.27K +155 +2%
USCWA
81
U.S. Capital Wealth Advisors
Texas
$465K +$485K +9,095 New
ASN
82
Advisory Services Network
Georgia
$459K +$2.67K +50 +0.6%
Susquehanna International Group
83
Susquehanna International Group
Pennsylvania
$458K -$1.92M -35,925 -80%
GC
84
Grimes & Company
Massachusetts
$412K – – –
EH
85
Equitable Holdings
New York
$409K -$14.4K -270 -3%
DWM
86
Dakota Wealth Management
Florida
$406K – – –
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$388K – – –
Baird Financial Group
88
Baird Financial Group
Wisconsin
$386K – – –
HTC
89
Haverford Trust Company
Pennsylvania
$377K – – –
KIA
90
KCM Investment Advisors
California
$374K – – –
BAM
91
Belpointe Asset Management
Nevada
$351K +$21.1K +395 +6%
WCM
92
WealthBridge Capital Management
Ohio
$344K – – –
TAM
93
Townsend Asset Management
North Carolina
$341K – – –
TAM
94
Tocqueville Asset Management
New York
$333K – – –
SPC
95
Sigma Planning Corp
Michigan
$333K +$8.53K +160 +3%
VFA
96
Valeo Financial Advisors
Indiana
$332K – – –
CF
97
Centaurus Financial
California
$329K +$17.3K +325 +5%
LFAS
98
Level Four Advisory Services
Texas
$321K -$206K -3,870 -38%
CB
99
Commerce Bank
Missouri
$315K – – –
SWM
100
Spire Wealth Management
Virginia
$314K +$14.1K +265 +5%
2 3
4
5 6

IHF Hedge Fund Activity: Q3 2021 in Review

174 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2021, worth a combined $432M — down 29% from $605M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IHF and 15 opened new positions — a net loss of 3 holders — while 40 trimmed existing stakes and 53 added.

The largest buyer was Mercer Global Advisors, adding an estimated $18.3M. The largest seller was AssetMark Inc, cutting an estimated $156M.

  • 174 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2021, down from 184 in Q2 2021.
  • Funds reported $432M of iShares US Healthcare Providers ETF stock for Q3 2021, down 29% quarter-over-quarter.
  • 15 funds opened new iShares US Healthcare Providers ETF positions in Q3 2021 and 18 closed out, a net change of -3 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2021 was Mercer Global Advisors, an estimated $18.3M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2021 was AssetMark Inc, an estimated $156M sold.

Based on aggregated 13F filings for Q3 2021.