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iShares US Healthcare Providers ETF

222 hedge funds and large institutions have $612M invested in iShares US Healthcare Providers ETF in 2023 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 41 increasing their positions, 85 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

43% more call options, than puts

Call options by funds: $4.92M | Put options by funds: $3.44M

18.04% more ownership

Funds ownership: 247.9%265.94% (+18%)

14% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 28

1% more funds holding

Funds holding: 220222 (+2)

16% less capital invested

Capital invested by funds: $729M → $612M (-$117M)

33% less funds holding in top 10

Funds holding in top 10: 32 (-1)

52% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 85

Holders
222
Holders Change
+2
Holders Change %
+0.91%
% of All Funds
3.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.03%
New
32
Increased
41
Reduced
85
Closed
28
Calls
$4.92M
Puts
$3.44M
Net Calls
+$1.48M
Net Calls Change
-$3.76M
Name Holding Trade Value Shares
Change
Change in
Stake
Vontobel Holding
151
Vontobel Holding
Switzerland
$203K +$211K +4,100 New
HWP
152
Highline Wealth Partners
California
$202K -$1.17M -22,755 -85%
WA
153
WESPAC Advisors
California
$202K +$210K +4,080 New
BAM
154
Belpointe Asset Management
Nevada
$195K -$131K -2,550 -39%
PTC
155
Private Trust Company
Ohio
$183K -$2.05K -40 -1%
Citigroup
156
Citigroup
New York
$163K
US Bancorp
157
US Bancorp
Minnesota
$151K -$17.2K -335 -10%
TFA
158
Toth Financial Advisory
Virginia
$116K
HIA
159
Harbor Investment Advisory
Maryland
$109K
RP
160
Rowlandmiller & Partners
Georgia
$100K
BL
161
Balentine LLC
Georgia
$89K
PIA
162
Powell Investment Advisors
Florida
$86.3K
HI
163
Harbour Investments
Wisconsin
$85.3K -$23.4K -455 -21%
GRP
164
Global Retirement Partners
California
$76.6K +$67.8K +1,320 +660%
National Bank of Canada
165
National Bank of Canada
Quebec, Canada
$75.1K
SIC
166
Salem Investment Counselors
North Carolina
$74.2K +$12.8K +250 +20%
YDMI
167
Y.D. More Investments
Israel
$73.7K
SWM
168
Spire Wealth Management
Virginia
$72.5K +$61.9K +1,205 +463%
BWA
169
BDO Wealth Advisors
Florida
$71.7K
HBW
170
Hazlett, Burt & Watson
West Virginia
$69K +$257 +5 +0.4%
CFGS
171
Concourse Financial Group Securities
Alabama
$67.2K -$15.4K -300 -18%
PFA
172
Pathway Financial Advisers
Indiana
$64K +$257 +5 +0.4%
Deutsche Bank
173
Deutsche Bank
Germany
$50.7K
HWM
174
HighMark Wealth Management
Minnesota
$46.8K +$18K +350 +59%
AAS
175
Ameritas Advisory Services
Nebraska
$45.5K +$46.7K +910 New

IHF Hedge Fund Activity: Q1 2023 in Review

222 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2023, worth a combined $612M — down 16% from $729M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IHF positions and 28 closed out — a net gain of 4 holders — while 41 added to existing stakes and 85 trimmed.

The largest buyer was Menora Mivtachim Holdings, opening a new position worth an estimated $109M. The largest seller was Meitav Investment House, cutting an estimated $48.2M.

  • 222 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2023, up from 220 in Q4 2022.
  • Funds reported $612M of iShares US Healthcare Providers ETF stock for Q1 2023, down 16% quarter-over-quarter.
  • 32 funds opened new iShares US Healthcare Providers ETF positions in Q1 2023 and 28 closed out, a net change of +4 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2023 was Menora Mivtachim Holdings, an estimated $109M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2023 was Meitav Investment House, an estimated $48.2M sold.

Based on aggregated 13F filings for Q1 2023.