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iShares US Healthcare Providers ETF

198 hedge funds and large institutions have $1.08B invested in iShares US Healthcare Providers ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $509K | Put options by funds: $120K

206% more capital invested

Capital invested by funds: $353M → $1.08B (+$727M)

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

2% less funds holding

Funds holding: 203198 (-5)

5.14% less ownership

Funds ownership: 45.82%40.68% (-5.1%)

44% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 70

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
39
Reduced
70
Closed
27
Calls
$509K
Puts
$120K
Net Calls
+$389K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
101
Primoris Wealth Advisors
Florida
$264K
HI
102
Harbour Investments
Wisconsin
$257K -$30.5K -577 -10%
IAA
103
Independent Advisor Alliance
North Carolina
$257K +$283K +5,360 New
Corient Private Wealth
104
Corient Private Wealth
Florida
$257K -$381K -7,208 -57%
PFS
105
Prospera Financial Services
Texas
$255K
Mariner
106
Mariner
Kansas
$242K -$598K -11,335 -69%
SFM
107
Signet Financial Management
New Jersey
$239K -$3.59K -68 -1%
CB
108
Commerce Bank
Missouri
$239K -$21.1K -400 -7%
Carson Wealth (CWM LLC)
109
Carson Wealth (CWM LLC)
Nebraska
$234K +$106 +2 +0%
AWA
110
Arkadios Wealth Advisors
Georgia
$229K -$52.9K -1,002 -17%
SI
111
Stephens Inc
Arkansas
$229K
SPC
112
Sigma Planning Corp
Michigan
$223K -$54.3K -1,028 -18%
PAM
113
PCG Asset Management
New Jersey
$222K +$244K +4,625 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$216K -$369K -6,983 -61%
WCM
115
Weaver Capital Management
Georgia
$216K -$1.37K -26 -0.6%
FFWM
116
Future Financial Wealth Management
Ohio
$216K
BFG
117
Bouchey Financial Group
New York
$216K -$158 -3 -0.1%
JPLA
118
Joseph P. Lucia & Associates
New York
$213K
Brown Advisory
119
Brown Advisory
Maryland
$210K -$30.5K -577 -12%
ACP
120
Aviance Capital Partners
Florida
$204K
IWC
121
Integrated Wealth Concepts
Massachusetts
$204K -$33.5K -634 -13%
DWM
122
Dakota Wealth Management
Florida
$202K -$74.4K -1,410 -25%
MCM
123
Manchester Capital Management
Vermont
$192K
BA
124
Bristlecone Advisors
Washington
$182K
EWA
125
EP Wealth Advisors
California
$180K -$6.07K -115 -3%

IHF Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2024, worth a combined $1.08B — up 206% from $353M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IHF positions and 27 closed out — a net gain of 1 holder — while 39 added to existing stakes and 70 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $5.91M. The largest seller was Mercer Global Advisors, cutting an estimated $31.7M.

  • 198 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2024, down from 203 in Q3 2024.
  • Funds reported $1.08B of iShares US Healthcare Providers ETF stock for Q4 2024, up 206% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare Providers ETF positions in Q4 2024 and 27 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $5.91M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.