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iShares US Healthcare Providers ETF

202 hedge funds and large institutions have $349M invested in iShares US Healthcare Providers ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 49.13%46.58% (-2.5%)

6% less funds holding

Funds holding: 214202 (-12)

17% less capital invested

Capital invested by funds: $422M → $349M (-$72.6M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

43% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 69

61% less call options, than puts

Call options by funds: $388K | Put options by funds: $985K

Holders
202
Holders Change
-12
Holders Change %
-5.61%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
69
Closed
20
Calls
$388K
Puts
$985K
Net Calls
-$597K
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
76
Arkadios Wealth Advisors
Georgia
$453K +$99.8K +1,908 +28%
HI
77
Harbour Investments
Wisconsin
$430K +$41.5K +794 +11%
MF
78
Meridian Financial
Massachusetts
$427K
B
79
Bensler
Washington
$423K
TW
80
TritonPoint Wealth
Maryland
$422K
FFA
81
First Foundation Advisors
California
$411K
HSA
82
HBK Sorce Advisory
Pennsylvania
$410K -$29.1K -556 -7%
TCMP
83
Thrive Capital Management (Pennsylvania)
Pennsylvania
$408K +$407K +7,779 New
PI
84
PFG Investments
New York
$403K -$32.4K -619 -7%
Corient Private Wealth
85
Corient Private Wealth
Florida
$392K +$391K +7,477 New
KW
86
KWB Wealth
California
$391K
KIA
87
KCM Investment Advisors
California
$390K +$157 +3 +0%
HTC
88
Haverford Trust Company
Pennsylvania
$386K
SS
89
Sunbelt Securities
Texas
$373K +$52 +1 +0%
PWM
90
Perigon Wealth Management
California
$372K -$45.5K -870 -11%
SCM
91
Sebold Capital Management
Illinois
$369K
Citadel Advisors
92
Citadel Advisors
Florida
$365K -$458K -8,766 -56%
EH
93
Equitable Holdings
New York
$355K -$61.8K -1,182 -15%
WCM
94
WealthBridge Capital Management
Ohio
$355K
TNAM
95
Terra Nova Asset Management
New York
$351K -$1.01M -19,237 -74%
VFA
96
Valeo Financial Advisors
Indiana
$340K
KDA
97
Kraft Davis & Associates
Missouri
$340K
NS
98
NBC Securities
Alabama
$336K -$9.88K -189 -3%
Bank of New York Mellon
99
Bank of New York Mellon
New York
$327K +$52 +1 +0%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$327K -$1.74M -33,365 -84%

IHF Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2024, worth a combined $349M — down 17% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IHF and 12 opened new positions — a net loss of 8 holders — while 69 trimmed existing stakes and 39 added.

The largest buyer was Goldman Sachs, adding an estimated $8.17M. The largest seller was LPL Financial, cutting an estimated $17.1M.

  • 202 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2024, down from 214 in Q1 2024.
  • Funds reported $349M of iShares US Healthcare Providers ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 12 funds opened new iShares US Healthcare Providers ETF positions in Q2 2024 and 20 closed out, a net change of -8 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2024 was Goldman Sachs, an estimated $8.17M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2024 was LPL Financial, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2024.