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iShares US Healthcare Providers ETF

202 hedge funds and large institutions have $349M invested in iShares US Healthcare Providers ETF in 2024 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 69 reducing their positions, and 20 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.54% less ownership

Funds ownership: 49.13%46.58% (-2.5%)

6% less funds holding

Funds holding: 214202 (-12)

17% less capital invested

Capital invested by funds: $422M → $349M (-$72.6M)

40% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 20

43% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 69

61% less call options, than puts

Call options by funds: $388K | Put options by funds: $985K

Holders
202
Holders Change
-12
Holders Change %
-5.61%
% of All Funds
2.92%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
12
Increased
39
Reduced
69
Closed
20
Calls
$388K
Puts
$985K
Net Calls
-$597K
Net Calls Change
+$957K
Name Holding Trade Value Shares
Change
Change in
Stake
CC
126
Callan Capital
California
$216K +$215K +4,120 New
CAPTRUST Financial Advisors
127
CAPTRUST Financial Advisors
North Carolina
$213K
MCM
128
Manchester Capital Management
Vermont
$210K
RIA
129
Realta Investment Advisors
Delaware
$206K -$60.1K -1,150 -23%
EWA
130
EP Wealth Advisors
California
$203K -$9.15K -175 -4%
TAM
131
Townsend Asset Management
North Carolina
$182K
Citigroup
132
Citigroup
New York
$148K
CIBC Private Wealth Group
133
CIBC Private Wealth Group
Georgia
$128K
TFA
134
Toth Financial Advisory
Virginia
$123K
US Bancorp
135
US Bancorp
Minnesota
$120K
Barclays
136
Barclays
United Kingdom
$117K
TFGT
137
TS Financial Group (TSFG)
Illinois
$108K
HIA
138
Harbor Investment Advisory
Maryland
$107K -$7.84K -150 -7%
BL
139
Balentine LLC
Georgia
$102K +$7.32K +140 +8%
SIC
140
Salem Investment Counselors
North Carolina
$91.7K
PIA
141
Powell Investment Advisors
Florida
$91.5K
GRP
142
Global Retirement Partners
California
$90.4K -$45.2K -865 -33%
HWM
143
HighMark Wealth Management
Minnesota
$78.5K +$26.2K +501 +50%
YDMI
144
Y.D. More Investments
Israel
$78.1K
PFA
145
Pathway Financial Advisers
Indiana
$68.3K +$105 +2 +0.2%
HBW
146
Hazlett, Burt & Watson
West Virginia
$67K -$30.9K -591 -32%
SWM
147
Spire Wealth Management
Virginia
$66.9K -$10.1K -194 -13%
GWSG
148
GPS Wealth Strategies Group
Colorado
$64.6K +$64.4K +1,231 New
IAIM
149
International Assets Investment Management
Florida
$56.4K +$56.2K +1,075 New
Deutsche Bank
150
Deutsche Bank
Germany
$52.4K

IHF Hedge Fund Activity: Q2 2024 in Review

202 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2024, worth a combined $349M — down 17% from $422M a quarter earlier.

Sellers outnumbered buyers: 20 funds closed out of IHF and 12 opened new positions — a net loss of 8 holders — while 69 trimmed existing stakes and 39 added.

The largest buyer was Goldman Sachs, adding an estimated $8.17M. The largest seller was LPL Financial, cutting an estimated $17.1M.

  • 202 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2024, down from 214 in Q1 2024.
  • Funds reported $349M of iShares US Healthcare Providers ETF stock for Q2 2024, down 17% quarter-over-quarter.
  • 12 funds opened new iShares US Healthcare Providers ETF positions in Q2 2024 and 20 closed out, a net change of -8 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2024 was Goldman Sachs, an estimated $8.17M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2024 was LPL Financial, an estimated $17.1M sold.

Based on aggregated 13F filings for Q2 2024.