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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
SS
101
Sunbelt Securities
Texas
$292K – – –
CI
102
Clal Insurance
Israel
$288K – – –
CPC
103
Cookson Peirce & Co
Pennsylvania
$286K +$1.6K +30 +0.5%
CGA
104
Crescent Grove Advisors
Illinois
$283K – – –
KFGK
105
Keystone Financial Group (Kentucky)
Kentucky
$261K – – –
WANY
106
Wealthspire Advisors (New York)
New York
$260K +$26.9K +505 +11%
JPLA
107
Joseph P. Lucia & Associates
New York
$254K -$10.7K -200 -4%
CG
108
Colony Group
Massachusetts
$251K – – –
BF
109
BOK Financial
Oklahoma
$244K +$254K +4,770 New
PAG
110
Private Advisor Group
New Jersey
$243K – – –
SI
111
Stephens Inc
Arkansas
$241K – – –
FFWM
112
Future Financial Wealth Management
Ohio
$240K – – –
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$237K -$15.5K -290 -6%
APA
114
American Portfolios Advisors
New York
$235K +$267 +5 +0.1%
CFA
115
Carroll Financial Associates
North Carolina
$235K -$21.9K -410 -8%
AHC
116
Adell Harriman & Carpenter
Texas
$230K – – –
AWA
117
Arkadios Wealth Advisors
Georgia
$218K +$533 +10 +0.2%
ACP
118
Aviance Capital Partners
Florida
$217K – – –
BA
119
Bristlecone Advisors
Washington
$212K – – –
RIA
120
Realta Investment Advisors
Delaware
$211K +$220K +4,130 New
WA
121
WESPAC Advisors
California
$209K +$218K +4,080 New
Vontobel Holding
122
Vontobel Holding
Switzerland
$205K – – –
VFG
123
V2 Financial group
Illinois
$205K – – –
CAPTRUST Financial Advisors
124
CAPTRUST Financial Advisors
North Carolina
$187K +$72.5K +1,360 +59%
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$183K +$156K +2,925 +629%
3 4
5
6 7

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.