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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
NSG
176
Nalls Sherbakoff Group
Tennessee
$42.5K +$44.4K +865 New
William Blair & Company
177
William Blair & Company
Illinois
$39.1K
PA
178
Parallel Advisors
California
$38.6K
LSA
179
Lansing Street Advisors
Pennsylvania
$38.1K +$39.5K +770 New
AWM
180
Accel Wealth Management
Iowa
$35.4K
CIA
181
Cape Investment Advisory
Georgia
$35.4K +$36.7K +715 New
KA
182
Kozak & Associates
Colorado
$32.9K
IWP
183
IAG Wealth Partners
Wisconsin
$31.6K
CB
184
CNB Bank
Pennsylvania
$30.2K
AAP
185
Arax Advisory Partners
Colorado
$29.7K
AWM
186
Avior Wealth Management
Nebraska
$28.4K +$29.5K +575 New
CCMW
187
Cypress Capital Management (Wyoming)
Wyoming
$27.2K
SWA
188
SOA Wealth Advisors
New York
$24.7K
IA
189
IFP Advisors
Florida
$21K -$67K -1,305 -62%
CSB
190
City State Bank
Iowa
$21K
PSB
191
Piscataqua Savings Bank
New Hampshire
$19.8K
CCM
192
Chilton Capital Management
Texas
$17.8K +$18.5K +360 New
FCA
193
FinTrust Capital Advisors
South Carolina
$17.1K
PCMC
194
Private Capital Management (Colorado)
Colorado
$16.3K +$16.9K +330 New
AIP
195
Ameritas Investment Partners
Nebraska
$15.4K
PO
196
Private Ocean
California
$15K +$15.7K +305 New
Simplex Trading
197
Simplex Trading
Illinois
$13K +$13.9K +270 New
CYG
198
Clean Yield Group
Vermont
$12.4K +$12.8K +250 New
GWM
199
Geneos Wealth Management
Colorado
$11.6K
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$10.9K -$4.37K -85 -28%

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.