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iShares US Healthcare Providers ETF
IHF

214 hedge funds and large institutions have $422M invested in iShares US Healthcare Providers ETF in 2024 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 53 increasing their positions, 71 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 220 → 214 (-6)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

15% less capital invested

Capital invested by funds: $495M → $422M (-$73.2M)

25% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 71

57% less call options, than puts

Call options by funds: $1.19M | Put options by funds: $2.74M

221.01% less ownership

Funds ownership: 270.14% → 49.13% (-221%)

Holders
214
Holders Change
-6
Holders Change %
-2.73%
% of All Funds
3.08%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
53
Reduced
71
Closed
23
Calls
$1.19M
Puts
$2.74M
Net Calls
-$1.55M
Net Calls Change
+$2.04M

Top Buyers

Rank Fund Capital Flow
1
MPM
Meritage Portfolio Management
Kansas
+$6.74M
2
GT
Glenview Trust
Kentucky
+$5.43M
3
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$5.26M
4
KWM
Kingsview Wealth Management
Oregon
+$5.14M
5
MFG
Merit Financial Group
Georgia
+$2.75M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$45.4M
2
Goldman Sachs
Goldman Sachs
New York
-$18.4M
3
UBS Group
UBS Group
Switzerland
-$9.43M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$9.22M
5
Bank of America
Bank of America
North Carolina
-$8.52M
Name Holding Trade Value Shares
Change 		Change in
Stake
SFM
126
Signet Financial Management
New Jersey
$268K -$9.03K -170 -3%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$266K +$106 +2 +0%
SI
128
Stephens Inc
Arkansas
$260K – – –
WCM
129
Weaver Capital Management
Georgia
$258K -$3.19K -60 -1%
BFG
130
Bouchey Financial Group
New York
$245K – – –
FFWM
131
Future Financial Wealth Management
Ohio
$245K – – –
JPLA
132
Joseph P. Lucia & Associates
New York
$242K +$1.06K +20 +0.5%
Neuberger Berman Group
133
Neuberger Berman Group
New York
$232K – – –
ACP
134
Aviance Capital Partners
Florida
$232K – – –
BA
135
Bristlecone Advisors
Washington
$226K – – –
WA
136
WESPAC Advisors
California
$223K – – –
CAPTRUST Financial Advisors
137
CAPTRUST Financial Advisors
North Carolina
$222K -$165K -3,108 -43%
EWA
138
EP Wealth Advisors
California
$220K -$19.1K -360 -8%
MCM
139
Manchester Capital Management
Vermont
$218K – – –
VFG
140
V2 Financial group
Illinois
$218K – – –
GCP
141
GSA Capital Partners
United Kingdom
$207K -$15.3K -288 -7%
KIA
142
Kraematon Investment Advisors
Massachusetts
$206K +$201K +3,781 New
TF
143
TLWM Financial
Texas
$206K +$201K +3,780 New
LNC
144
Lincoln National Corp
Pennsylvania
$206K -$109K -2,053 -35%
LSA
145
Lion Street Advisors
Texas
$202K -$164K -3,088 -80%
TAM
146
Townsend Asset Management
North Carolina
$190K – – –
Citigroup
147
Citigroup
New York
$154K +$53 +1 +0%
GRP
148
Global Retirement Partners
California
$141K -$5.1K -96 -4%
CIBC Private Wealth Group
149
CIBC Private Wealth Group
Georgia
$136K +$133K +2,500 New
TFA
150
Toth Financial Advisory
Virginia
$128K – – –
4 5
6
7 8

IHF Hedge Fund Activity: Q1 2024 in Review

214 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2024, worth a combined $422M — down 15% from $495M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IHF and 20 opened new positions — a net loss of 3 holders — while 71 trimmed existing stakes and 53 added.

The largest buyer was Meritage Portfolio Management, opening a new position worth an estimated $6.74M. The largest seller was Morgan Stanley, cutting an estimated $45.4M.

  • 214 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2024, down from 220 in Q4 2023.
  • Funds reported $422M of iShares US Healthcare Providers ETF stock for Q1 2024, down 15% quarter-over-quarter.
  • 20 funds opened new iShares US Healthcare Providers ETF positions in Q1 2024 and 23 closed out, a net change of -3 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2024 was Meritage Portfolio Management, an estimated $6.74M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2024 was Morgan Stanley, an estimated $45.4M sold.

Based on aggregated 13F filings for Q1 2024.