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iShares US Healthcare Providers ETF

219 hedge funds and large institutions have $635M invested in iShares US Healthcare Providers ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $1.56M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $527M → $635M (+$107M)

15.78% more ownership

Funds ownership: 204.41%220.18% (+16%)

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

5% more funds holding

Funds holding: 208219 (+11)

50% less funds holding in top 10

Funds holding in top 10: 42 (-2)

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
55
Reduced
49
Closed
23
Calls
$6.67M
Puts
$1.56M
Net Calls
+$5.11M
Net Calls Change
-$1.26M
Name Holding Trade Value Shares
Change
Change in
Stake
PWA
126
Primoris Wealth Advisors
Florida
$282K
CB
127
Commerce Bank
Missouri
$279K
SS
128
Sunbelt Securities
Texas
$273K -$26.1K -490 -8%
SWM
129
Spire Wealth Management
Virginia
$272K -$43.7K -820 -13%
SWP
130
Stratos Wealth Partners
Ohio
$263K +$273K +5,135 New
KFGK
131
Keystone Financial Group (Kentucky)
Kentucky
$261K
WANY
132
Wealthspire Advisors (New York)
New York
$260K +$26.6K +500 +11%
LB
133
Leo Brokerage
Texas
$256K +$266 +5 +0.1%
FFWM
134
Future Financial Wealth Management
Ohio
$255K
TRCT
135
Tower Research Capital (TRC)
New York
$254K +$265K +4,970 New
Carson Wealth (CWM LLC)
136
Carson Wealth (CWM LLC)
Nebraska
$252K
TAM
137
Townsend Asset Management
North Carolina
$249K -$95.9K -1,800 -27%
JPLA
138
Joseph P. Lucia & Associates
New York
$245K
BF
139
BOK Financial
Oklahoma
$244K
LNC
140
Lincoln National Corp
Pennsylvania
$240K +$6.39K +120 +3%
RIA
141
Realta Investment Advisors
Delaware
$235K +$31.7K +595 +15%
AHC
142
Adell Harriman & Carpenter
Texas
$230K
DTL
143
Dynamic Technology Lab
Singapore
$225K +$234K +4,400 New
IFG
144
Independent Financial Group
California
$218K +$228K +4,275 New
ACP
145
Aviance Capital Partners
Florida
$217K
PNC Financial Services Group
146
PNC Financial Services Group
Pennsylvania
$215K +$6.13K +115 +3%
WA
147
WESPAC Advisors
California
$214K +$223K +4,180 New
BA
148
Bristlecone Advisors
Washington
$211K
6F
149
626 Financial
Michigan
$207K
Vontobel Holding
150
Vontobel Holding
Switzerland
$205K

IHF Hedge Fund Activity: Q2 2022 in Review

219 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2022, worth a combined $635M — up 20% from $527M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IHF positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $78.1M. The largest seller was Empowered Funds, exiting entirely with an estimated $38.5M sold.

  • 219 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2022, up from 208 in Q1 2022.
  • Funds reported $635M of iShares US Healthcare Providers ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 36 funds opened new iShares US Healthcare Providers ETF positions in Q2 2022 and 23 closed out, a net change of +13 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2022 was AssetMark Inc, an estimated $78.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2022 was Empowered Funds, an estimated $38.5M sold.

Based on aggregated 13F filings for Q2 2022.