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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
1832 Asset Management
126
1832 Asset Management
Ontario, Canada
$323K
WCM
127
WealthBridge Capital Management
Ohio
$322K
CF
128
Centaurus Financial
California
$307K -$813 -15 -0.2%
KWM
129
Kingsview Wealth Management
Oregon
$304K -$774K -14,270 -71%
TF
130
TLWM Financial
Texas
$299K +$3.25M +59,880 New
CI
131
Clal Insurance
Israel
$288K
CGA
132
Crescent Grove Advisors
Illinois
$283K
CAPTRUST Financial Advisors
133
CAPTRUST Financial Advisors
North Carolina
$283K +$105K +1,945 +54%
PWA
134
Primoris Wealth Advisors
Florida
$282K
CB
135
Commerce Bank
Missouri
$280K
SS
136
Sunbelt Securities
Texas
$273K
TWM
137
Triton Wealth Management
Arizona
$266K +$269K +4,965 New
WANY
138
Wealthspire Advisors (New York)
New York
$260K +$271 +5 +0.1%
JPLA
139
Joseph P. Lucia & Associates
New York
$256K +$12.2K +225 +5%
Carson Wealth (CWM LLC)
140
Carson Wealth (CWM LLC)
Nebraska
$252K
TAM
141
Townsend Asset Management
North Carolina
$249K
BF
142
BOK Financial
Oklahoma
$244K
LNC
143
Lincoln National Corp
Pennsylvania
$242K +$542 +10 +0.2%
RIA
144
Realta Investment Advisors
Delaware
$236K +$5.42K +100 +2%
IFG
145
Independent Financial Group
California
$233K +$15.4K +285 +7%
DWM
146
Dakota Wealth Management
Florida
$232K -$102K -1,880 -29%
FFWM
147
Future Financial Wealth Management
Ohio
$230K
AHC
148
Adell Harriman & Carpenter
Texas
$230K
ACP
149
Aviance Capital Partners
Florida
$217K
PNC Financial Services Group
150
PNC Financial Services Group
Pennsylvania
$214K -$813 -15 -0.4%

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.