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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
ISB
101
Iowa State Bank
Iowa
$511K
Creative Planning
102
Creative Planning
Kansas
$498K -$114K -2,110 -18%
ASN
103
Advisory Services Network
Georgia
$490K -$226K -4,165 -30%
USCWA
104
U.S. Capital Wealth Advisors
Texas
$490K
FHA
105
First Horizon Advisors
Tennessee
$486K -$49.6K -915 -9%
JWCA
106
J.W. Cole Advisors
Florida
$485K +$58.8K +1,085 +13%
VCM
107
Virtue Capital Management
Tennessee
$457K +$484K +8,935 New
AWA
108
Arkadios Wealth Advisors
Georgia
$452K +$8.67K +160 +2%
BBVA
109
Banco Bilbao Vizcaya Argentaria
Spain
$447K +$474K +8,750 New
SPC
110
Sigma Planning Corp
Michigan
$430K +$45.5K +840 +11%
MF
111
Meridian Financial
Massachusetts
$422K
B
112
Bensler
Washington
$414K
OA
113
Oxbow Advisors
Texas
$396K
TAM
114
Tocqueville Asset Management
New York
$396K
Baird Financial Group
115
Baird Financial Group
Wisconsin
$389K -$1.9K -35 -0.5%
CPC
116
Cookson Peirce & Co
Pennsylvania
$386K -$27.4K -505 -6%
HTC
117
Haverford Trust Company
Pennsylvania
$376K
KIA
118
KCM Investment Advisors
California
$375K
VFA
119
Valeo Financial Advisors
Indiana
$370K
WI
120
WBI Investments
New Jersey
$364K +$389K +7,185 New
COCM
121
Charter Oak Capital Management
New Hampshire
$340K +$342K +6,300 +1,826%
IFS
122
Ifrah Financial Services
Arkansas
$339K
LFAS
123
Level Four Advisory Services
Texas
$338K
PAG
124
Private Advisory Group
Washington
$331K +$351K +6,470 New
BAM
125
Belpointe Asset Management
Nevada
$326K -$7.59K -140 -2%

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.