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iShares US Healthcare Providers ETF

222 hedge funds and large institutions have $612M invested in iShares US Healthcare Providers ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $3.44M

18.04% more ownership

Funds ownership: 247.9%265.94% (+18%)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 220222 (+2)

16% less capital invested

Capital invested by funds: $729M → $612M (-$117M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
41
Reduced
85
Closed
28
Calls
$4.92M
Puts
$3.44M
Net Calls
+$1.48M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
SPC
126
Sigma Planning Corp
Michigan
$307K -$233K -4,530 -42%
DTL
127
Dynamic Technology Lab
Singapore
$304K +$316K +6,150 New
CI
128
Clal Insurance
Israel
$279K
CGA
129
Crescent Grove Advisors
Illinois
$273K
PI
130
PFG Investments
New York
$272K +$283K +5,505 New
PWA
131
Primoris Wealth Advisors
Florida
$272K
CB
132
Commerce Bank
Missouri
$269K
LB
133
Leo Brokerage
Texas
$250K +$259K +5,050 New
EA
134
Ergawealth Advisors
Illinois
$247K +$45.7K +890 +22%
Carson Wealth (CWM LLC)
135
Carson Wealth (CWM LLC)
Nebraska
$244K
TAM
136
Townsend Asset Management
North Carolina
$241K
SI
137
Stephens Inc
Arkansas
$239K -$302K -5,875 -55%
BF
138
BOK Financial
Oklahoma
$236K
RIA
139
Realta Investment Advisors
Delaware
$234K +$257 +5 +0.1%
FIM
140
Freedom Investment Management
Connecticut
$233K +$242K +4,720 New
CF
141
Centaurus Financial
California
$231K -$69.3K -1,350 -22%
JPLA
142
Joseph P. Lucia & Associates
New York
$229K
AHC
143
Adell Harriman & Carpenter
Texas
$222K
Renaissance Technologies
144
Renaissance Technologies
New York
$222K -$1.05M -20,500 -82%
TI
145
Trexquant Investment
Connecticut
$222K +$231K +4,490 New
TWM
146
Triton Wealth Management
Arizona
$217K -$36.2K -705 -14%
CPRC
147
Consolidated Portfolio Review Corp
New York
$212K +$220K +4,280 New
IWC
148
Integrated Wealth Concepts
Massachusetts
$211K +$219K +4,265 New
ACP
149
Aviance Capital Partners
Florida
$210K
BA
150
Bristlecone Advisors
Washington
$205K

IHF Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2023, worth a combined $612M — down 16% from $729M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IHF positions and 28 closed out — a net gain of 4 holders — while 41 added to existing stakes and 85 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $109M. The largest seller was Meitav Investment House, cutting an estimated $48.2M.

  • 222 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2023, up from 220 in Q4 2022.
  • Funds reported $612M of iShares US Healthcare Providers ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 32 funds opened new iShares US Healthcare Providers ETF positions in Q1 2023 and 28 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $109M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2023 was Meitav Investment House, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.