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iShares US Healthcare Providers ETF
IHF

202 hedge funds and large institutions have $381M invested in iShares US Healthcare Providers ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 71 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 209 → 202 (-7)

14.19% less ownership

Funds ownership: 231.92% → 217.72% (-14%)

15% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 20

19% less capital invested

Capital invested by funds: $469M → $381M (-$88.9M)

20% less call options, than puts

Call options by funds: $3.03M | Put options by funds: $3.79M

58% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 71

Holders
202
Holders Change
-7
Holders Change %
-3.35%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
71
Closed
20
Calls
$3.03M
Puts
$3.79M
Net Calls
-$765K
Net Calls Change
-$664K

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$1.71M
2
Osaic Holdings
Osaic Holdings
Arizona
+$1.52M
3
TRCT
Tower Research Capital (TRC)
New York
+$1.41M
4
TCOT
Trust Company of Toledo
Ohio
+$1.22M
5
Creative Planning
Creative Planning
Kansas
+$999K

Top Sellers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
-$48.5M
2
Morgan Stanley
Morgan Stanley
New York
-$6.41M
3
EWA
EP Wealth Advisors
California
-$5.01M
4
Two Sigma Investments
Two Sigma Investments
New York
-$3.91M
5
RJFSA
Raymond James Financial Services Advisors
Florida
-$2.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
COCM
126
Charter Oak Capital Management
New Hampshire
$232K – – –
JPLA
127
Joseph P. Lucia & Associates
New York
$228K – – –
Wealth Enhancement Advisory Services
128
Wealth Enhancement Advisory Services
Minnesota
$223K +$230K +4,535 New
BFG
129
Bouchey Financial Group
New York
$222K +$228K +4,500 New
EWA
130
EP Wealth Advisors
California
$221K -$5.01M -98,635 -96%
AHC
131
Adell Harriman & Carpenter
Texas
$221K – – –
FFWM
132
Future Financial Wealth Management
Ohio
$221K – – –
ACP
133
Aviance Capital Partners
Florida
$209K – – –
BA
134
Bristlecone Advisors
Washington
$204K – – –
WA
135
WESPAC Advisors
California
$201K – – –
MCM
136
Manchester Capital Management
Vermont
$197K – – –
TAM
137
Townsend Asset Management
North Carolina
$171K – – –
CF
138
Centaurus Financial
California
$171K -$44.7K -880 -20%
Citigroup
139
Citigroup
New York
$162K – – –
US Bancorp
140
US Bancorp
Minnesota
$141K -$5.08K -100 -3%
TFA
141
Toth Financial Advisory
Virginia
$116K – – –
Barclays
142
Barclays
United Kingdom
$110K – – –
HIA
143
Harbor Investment Advisory
Maryland
$108K – – –
Comerica Bank
144
Comerica Bank
Texas
$106K +$109K +2,150 New
HWP
145
Highline Wealth Partners
California
$90.3K – – –
BL
146
Balentine LLC
Georgia
$88.6K – – –
PIA
147
Powell Investment Advisors
Florida
$86.2K – – –
GRP
148
Global Retirement Partners
California
$74.7K – – –
SIC
149
Salem Investment Counselors
North Carolina
$74.1K – – –
HI
150
Harbour Investments
Wisconsin
$73.6K – – –
4 5
6
7 8

IHF Hedge Fund Activity: Q3 2023 in Review

202 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2023, worth a combined $381M — down 19% from $469M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IHF and 17 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 30 added.

The largest buyer was UBS Group, adding an estimated $1.71M. The largest seller was Phoenix Financial, cutting an estimated $48.5M.

  • 202 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2023, down from 209 in Q2 2023.
  • Funds reported $381M of iShares US Healthcare Providers ETF stock for Q3 2023, down 19% quarter-over-quarter.
  • 17 funds opened new iShares US Healthcare Providers ETF positions in Q3 2023 and 20 closed out, a net change of -3 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2023 was UBS Group, an estimated $1.71M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2023 was Phoenix Financial, an estimated $48.5M sold.

Based on aggregated 13F filings for Q3 2023.