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iShares US Healthcare Providers ETF
IHF

220 hedge funds and large institutions have $495M invested in iShares US Healthcare Providers ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

52.41% more ownership

Funds ownership: 217.72% → 270.14% (+52%)

30% more capital invested

Capital invested by funds: $381M → $495M (+$115M)

9% more funds holding

Funds holding: 202 → 220 (+18)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.86M

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
35
Increased
48
Reduced
67
Closed
14
Calls
$2.26M
Puts
$5.86M
Net Calls
-$3.6M
Net Calls Change
-$2.83M

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$39M
2
Mercer Global Advisors
Mercer Global Advisors
Colorado
+$28.9M
3
LPL Financial
LPL Financial
California
+$14.7M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$9.21M
5
Bank of America
Bank of America
North Carolina
+$6.01M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.02M
2
UBS Group
UBS Group
Switzerland
-$3.6M
3
FTUS
Flow Traders U.S.
New York
-$3.05M
4
Osaic Holdings
Osaic Holdings
Arizona
-$2.92M
5
Ameriprise
Ameriprise
Minnesota
-$1.64M
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
126
Realta Investment Advisors
Delaware
$268K +$8.36K +165 +3%
SFM
127
Signet Financial Management
New Jersey
$267K +$258K +5,090 New
Two Sigma Advisers
128
Two Sigma Advisers
New York
$263K -$1.19M -23,500 -82%
CAM
129
Cresset Asset Management
Illinois
$261K – – –
PNC Financial Services Group
130
PNC Financial Services Group
Pennsylvania
$259K – – –
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$256K -$2.53K -50 -1%
WCM
132
Weaver Capital Management
Georgia
$252K +$243K +4,795 New
SI
133
Stephens Inc
Arkansas
$251K – – –
BFG
134
Bouchey Financial Group
New York
$236K – – –
FFWM
135
Future Financial Wealth Management
Ohio
$236K – – –
JPLA
136
Joseph P. Lucia & Associates
New York
$232K -$10.1K -200 -4%
EWA
137
EP Wealth Advisors
California
$231K -$5.07K -100 -2%
BAAM
138
Baker Avenue Asset Management
California
$224K +$216K +4,265 New
Neuberger Berman Group
139
Neuberger Berman Group
New York
$224K +$216K +4,260 New
ACP
140
Aviance Capital Partners
Florida
$223K – – –
BA
141
Bristlecone Advisors
Washington
$217K – – –
GCP
142
GSA Capital Partners
United Kingdom
$215K -$41.6K -820 -17%
WA
143
WESPAC Advisors
California
$214K – – –
SW
144
SVB Wealth
Massachusetts
$212K +$205K +4,040 New
MCM
145
Manchester Capital Management
Vermont
$210K – – –
VFG
146
V2 Financial group
Illinois
$210K +$203K +4,000 New
LSA
147
Lion Street Advisors
Texas
$202K +$196K +3,860 New
TAM
148
Townsend Asset Management
North Carolina
$182K – – –
CF
149
Centaurus Financial
California
$161K -$19.8K -390 -11%
Citigroup
150
Citigroup
New York
$148K -$24.1K -475 -14%
4 5
6
7 8

IHF Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2023, worth a combined $495M — up 30% from $381M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IHF positions and 14 closed out — a net gain of 21 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Wells Fargo, cutting an estimated $4.02M.

  • 220 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $495M of iShares US Healthcare Providers ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares US Healthcare Providers ETF positions in Q4 2023 and 14 closed out, a net change of +21 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $39M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2023 was Wells Fargo, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2023.