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iShares US Healthcare Providers ETF

220 hedge funds and large institutions have $495M invested in iShares US Healthcare Providers ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

52.41% more ownership

Funds ownership: 217.72%270.14% (+52%)

30% more capital invested

Capital invested by funds: $381M → $495M (+$115M)

9% more funds holding

Funds holding: 202220 (+18)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.86M

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
48
Reduced
67
Closed
14
Calls
$2.26M
Puts
$5.86M
Net Calls
-$3.6M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
IWC
101
Integrated Wealth Concepts
Massachusetts
$388K +$127K +2,515 +52%
HTC
102
Haverford Trust Company
Pennsylvania
$387K
GS
103
GTS Securities
New York
$378K +$364K +7,190 New
CAPTRUST Financial Advisors
104
CAPTRUST Financial Advisors
North Carolina
$377K +$48.9K +965 +16%
IA
105
IFG Advisory
Georgia
$374K +$361K +7,115 New
SS
106
Sunbelt Securities
Texas
$373K +$29.6K +585 +9%
SCM
107
Sebold Capital Management
Illinois
$369K
WCM
108
WealthBridge Capital Management
Ohio
$356K +$253 +5 +0.1%
NS
109
NBC Securities
Alabama
$351K
AWA
110
Arkadios Wealth Advisors
Georgia
$349K -$19.5K -385 -5%
VFA
111
Valeo Financial Advisors
Indiana
$341K
LFAS
112
Level Four Advisory Services
Texas
$339K -$7.35K -145 -2%
Qube Research & Technologies (QRT)
113
Qube Research & Technologies (QRT)
United Kingdom
$337K +$25.6K +505 +9%
Jones Financial Companies
114
Jones Financial Companies
Missouri
$325K +$314K +6,195 New
PI
115
PFG Investments
New York
$322K -$13.7K -270 -4%
Marshall Wace
116
Marshall Wace
United Kingdom
$313K +$42.6K +840 +16%
LNC
117
Lincoln National Corp
Pennsylvania
$306K -$63.1K -1,245 -18%
LWL
118
Leo Wealth LLC
Texas
$297K +$1.4M +27,675 New
CI
119
Clal Insurance
Israel
$296K
CGA
120
Crescent Grove Advisors
Illinois
$290K
Pathstone Holdings
121
Pathstone Holdings
New Jersey
$289K +$279K +5,500 New
PWA
122
Primoris Wealth Advisors
Florida
$289K
Bank of New York Mellon
123
Bank of New York Mellon
New York
$286K +$276K +5,455 New
CB
124
Commerce Bank
Missouri
$286K
JWCA
125
J.W. Cole Advisors
Florida
$285K -$513K -10,125 -65%

IHF Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2023, worth a combined $495M — up 30% from $381M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IHF positions and 14 closed out — a net gain of 21 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Wells Fargo, cutting an estimated $4.02M.

  • 220 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $495M of iShares US Healthcare Providers ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares US Healthcare Providers ETF positions in Q4 2023 and 14 closed out, a net change of +21 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $39M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2023 was Wells Fargo, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2023.