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iShares US Healthcare Providers ETF

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: 202220 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
151
Global Retirement Partners
California
$141K +$59K +1,165 +77%
TFA
152
Toth Financial Advisory
Virginia
$123K
US Bancorp
153
US Bancorp
Minnesota
$121K -$29.1K -575 -20%
CAL
154
Capital Analysts LLC
Pennsylvania
$120K +$116K +2,290 New
Barclays
155
Barclays
United Kingdom
$117K
HIA
156
Harbor Investment Advisory
Maryland
$116K
Comerica Bank
157
Comerica Bank
Texas
$113K
HWP
158
Highline Wealth Partners
California
$96.4K
BL
159
Balentine LLC
Georgia
$94.5K
PIA
160
Powell Investment Advisors
Florida
$91.6K
HI
161
Harbour Investments
Wisconsin
$90.5K +$11.7K +230 +15%
SIC
162
Salem Investment Counselors
North Carolina
$78.8K
YDMI
163
Y.D. More Investments
Israel
$78.2K
SWM
164
Spire Wealth Management
Virginia
$75.6K +$253 +5 +0.3%
HBW
165
Hazlett, Burt & Watson
West Virginia
$74K
PFA
166
Pathway Financial Advisers
Indiana
$68.3K +$253 +5 +0.4%
National Bank of Canada
167
National Bank of Canada
Quebec, Canada
$65.2K +$25.3K +500 +69%
FFA
168
Founders Financial Alliance
North Carolina
$58.5K
Deutsche Bank
169
Deutsche Bank
Germany
$53.8K
HWM
170
HighMark Wealth Management
Minnesota
$52.4K +$2.53K +50 +5%
CFGS
171
Concourse Financial Group Securities
Alabama
$51.9K -$3.55K -70 -7%
PWMG
172
Provence Wealth Management Group
California
$47.3K
NSG
173
Nalls Sherbakoff Group
Tennessee
$45.5K
IA
174
IFP Advisors
Florida
$42.8K
William Blair & Company
175
William Blair & Company
Illinois
$41.5K

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.