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iShares US Healthcare Providers ETF
IHF

209 hedge funds and large institutions have $469M invested in iShares US Healthcare Providers ETF in 2023 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 76 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less call options, than puts

Call options by funds: $2.77M | Put options by funds: $2.87M

6% less funds holding

Funds holding: 222 → 209 (-13)

23% less capital invested

Capital invested by funds: $612M → $469M (-$143M)

34.03% less ownership

Funds ownership: 265.94% → 231.92% (-34%)

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

49% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 76

100% less funds holding in top 10

Funds holding in top 10: 2 → 0 (-2)

Holders
209
Holders Change
-13
Holders Change %
-5.86%
% of All Funds
3.28%
Holding in Top 10
–
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
39
Reduced
76
Closed
28
Calls
$2.77M
Puts
$2.87M
Net Calls
-$101K
Net Calls Change
-$1.58M

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$48.9M
2
Goldman Sachs
Goldman Sachs
New York
+$22.2M
3
EWA
EP Wealth Advisors
California
+$4.71M
4
Two Sigma Investments
Two Sigma Investments
New York
+$2.88M
5
BHB
Bank Hapoalim BM
Israel
+$2.74M

Top Sellers

Rank Fund Capital Flow
1
MMH
Menora Mivtachim Holdings
Israel
-$105M
2
Bank of America
Bank of America
North Carolina
-$44.1M
3
MIH
Meitav Investment House
Israel
-$29.5M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$8.66M
5
PG
Prostatis Group
Maryland
-$8.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
SI
126
Stephens Inc
Arkansas
$248K – – –
COCM
127
Charter Oak Capital Management
New Hampshire
$242K -$97.3K -1,925 -29%
Vontobel Holding
128
Vontobel Holding
Switzerland
$238K +$27.6K +545 +13%
JPLA
129
Joseph P. Lucia & Associates
New York
$237K – – –
EWA
130
EP Wealth Advisors
California
$232K +$4.71M +93,205 +939%
FFWM
131
Future Financial Wealth Management
Ohio
$230K -$756K -14,955 -77%
AHC
132
Adell Harriman & Carpenter
Texas
$229K – – –
SPC
133
Sigma Planning Corp
Michigan
$225K -$91.5K -1,810 -29%
TWM
134
Triton Wealth Management
Arizona
$224K – – –
CF
135
Centaurus Financial
California
$222K -$16.7K -330 -7%
ACP
136
Aviance Capital Partners
Florida
$217K – – –
BA
137
Bristlecone Advisors
Washington
$212K – – –
WA
138
WESPAC Advisors
California
$209K – – –
MCM
139
Manchester Capital Management
Vermont
$205K +$202K +4,000 New
VFG
140
V2 Financial group
Illinois
$205K +$202K +4,000 New
KIA
141
Kraematon Investment Advisors
Massachusetts
$203K +$201K +3,975 New
PTC
142
Private Trust Company
Ohio
$189K – – –
TAM
143
Townsend Asset Management
North Carolina
$178K -$70.8K -1,400 -29%
Citigroup
144
Citigroup
New York
$168K – – –
US Bancorp
145
US Bancorp
Minnesota
$152K -$4.55K -90 -3%
TFA
146
Toth Financial Advisory
Virginia
$120K – – –
Barclays
147
Barclays
United Kingdom
$114K +$112K +2,225 New
HIA
148
Harbor Investment Advisory
Maryland
$113K – – –
RP
149
Rowlandmiller & Partners
Georgia
$104K – – –
HWP
150
Highline Wealth Partners
California
$93.9K -$114K -2,260 -55%
4 5
6
7 8

IHF Hedge Fund Activity: Q2 2023 in Review

209 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2023, worth a combined $469M — down 23% from $612M a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IHF and 16 opened new positions — a net loss of 12 holders — while 76 trimmed existing stakes and 39 added.

The largest buyer was Phoenix Financial, adding an estimated $48.9M. The largest seller was Menora Mivtachim Holdings, cutting an estimated $105M.

  • 209 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2023, down from 222 in Q1 2023.
  • Funds reported $469M of iShares US Healthcare Providers ETF stock for Q2 2023, down 23% quarter-over-quarter.
  • 16 funds opened new iShares US Healthcare Providers ETF positions in Q2 2023 and 28 closed out, a net change of -12 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2023 was Phoenix Financial, an estimated $48.9M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2023 was Menora Mivtachim Holdings, an estimated $105M sold.

Based on aggregated 13F filings for Q2 2023.