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iShares US Healthcare Providers ETF
IHF

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: 174 → 208 (+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

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$18.2M
2
RWP
RWA Wealth Partners
Massachusetts
+$5.91M
3
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$5.51M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.5M
5
HighTower Advisors
HighTower Advisors
Illinois
+$3.38M

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$8.87M
2
Morgan Stanley
Morgan Stanley
New York
-$8.11M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$8.05M
4
Barclays
Barclays
United Kingdom
-$5.53M
5
RCP
Rothschild Capital Partners
New York
-$5.27M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
76
Cetera Advisor Networks
California
$746K +$12.6K +230 +2%
Stifel Financial
77
Stifel Financial
Missouri
$736K -$187K -3,425 -21%
EAM
78
Evanson Asset Management
California
$703K – – –
GPA
79
Garrison Point Advisors
California
$699K – – –
DWM
80
Drive Wealth Management
Utah
$677K +$636K +11,660 New
CF
81
Centaurus Financial
California
$666K +$275K +5,035 +78%
GFPC
82
Global Financial Private Client
Florida
$590K -$11.5K -210 -2%
GC
83
Gruss & Co
Florida
$581K – – –
ISB
84
Iowa State Bank
Iowa
$581K – – –
JWCA
85
J.W. Cole Advisors
Florida
$575K +$540K +9,895 New
Fidelity Investments
86
Fidelity Investments
Massachusetts
$574K +$273 +5 +0.1%
FHA
87
First Horizon Advisors
Tennessee
$571K -$2.73K -50 -0.5%
Creative Planning
88
Creative Planning
Kansas
$567K +$819 +15 +0.2%
ASN
89
Advisory Services Network
Georgia
$560K +$37.4K +685 +8%
Citigroup
90
Citigroup
New York
$540K +$326K +5,975 +179%
EH
91
Equitable Holdings
New York
$529K +$60.8K +1,115 +14%
USCWA
92
U.S. Capital Wealth Advisors
Texas
$528K – – –
PAG
93
Private Advisor Group
New Jersey
$509K +$219K +4,020 +85%
MF
94
Meridian Financial
Massachusetts
$480K +$451K +8,265 New
Baird Financial Group
95
Baird Financial Group
Wisconsin
$471K +$31.4K +575 +8%
GC
96
Grimes & Company
Massachusetts
$467K – – –
DWM
97
Dakota Wealth Management
Florida
$454K -$6K -110 -1%
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
$436K – – –
HTC
99
Haverford Trust Company
Pennsylvania
$428K – – –
KIA
100
KCM Investment Advisors
California
$426K +$1.36K +25 +0.3%
2 3
4
5 6

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.