We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

216 hedge funds and large institutions have $704M invested in iShares US Healthcare Providers ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.95M | Put options by funds: $2.17M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

14.38% more ownership

Funds ownership: 220.18%234.57% (+14%)

11% more capital invested

Capital invested by funds: $635M → $704M (+$69.4M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% less funds holding

Funds holding: 219216 (-3)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
67
Reduced
47
Closed
25
Calls
$6.95M
Puts
$2.17M
Net Calls
+$4.78M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
76
BerganKDV Wealth Management
Minnesota
$1.13M -$127K -2,340 -10%
TNAM
77
Terra Nova Asset Management
New York
$1.1M +$30.6K +565 +3%
GDP
78
Great Diamond Partners
Maine
$1.07M +$1.14M +21,045 New
SPIA
79
Steward Partners Investment Advisory
New York
$1.06M +$279K +5,155 +33%
HWP
80
Highline Wealth Partners
California
$1.05M +$1.11M +20,480 New
TFA
81
Teamwork Financial Advisors
Texas
$933K +$990K +18,265 New
UCFA
82
United Capital Financial Advisors
Texas
$906K +$20.9K +385 +2%
DBIA
83
Dumont & Blake Investment Advisors
New Jersey
$894K -$15.7K -290 -2%
RSWM
84
Robertson Stephens Wealth Management
California
$878K
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$864K +$74K +1,365 +9%
CPSC
86
Carl P. Sherr & Co
Massachusetts
$848K
PAG
87
Private Advisor Group
New Jersey
$736K +$395K +7,295 +103%
BHB
88
Bank Hapoalim BM
Israel
$728K -$4.9M -90,310 -86%
CAN
89
Cetera Advisor Networks
California
$692K +$7.32K +135 +1%
TFGT
90
TS Financial Group (TSFG)
Illinois
$669K -$25.5K -470 -3%
IC
91
IEQ Capital
California
$660K
GFPC
92
Global Financial Private Client
Florida
$626K -$8.94K -165 -1%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$620K -$33.6K -620 -5%
EAM
94
Evanson Asset Management
California
$619K
GPA
95
Garrison Point Advisors
California
$615K
DWM
96
Drive Wealth Management
Utah
$596K
OFS
97
OneAscent Financial Services
Alabama
$578K +$613K +11,305 New
SI
98
Stephens Inc
Arkansas
$547K -$1.63K -30 -0.3%
CM
99
Columbus Macro
Pennsylvania
$546K +$579K +10,680 New
GC
100
Gruss & Co
Florida
$511K

IHF Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2022, worth a combined $704M — up 11% from $635M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $74M. The largest seller was AssetMark Inc, cutting an estimated $79.5M.

  • 216 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2022, down from 219 in Q2 2022.
  • Funds reported $704M of iShares US Healthcare Providers ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q3 2022 and 25 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2022 was Phoenix Financial, an estimated $74M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2022 was AssetMark Inc, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2022.