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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
PA
176
Parallel Advisors
California
$41.1K +$253 +5 +0.6%
Fifth Third Bancorp
177
Fifth Third Bancorp
Ohio
$39.4K
CIA
178
Cape Investment Advisory
Georgia
$37.5K
IWP
179
IAG Wealth Partners
Wisconsin
$33.6K
CB
180
CNB Bank
Pennsylvania
$32K
AAP
181
Arax Advisory Partners
Colorado
$31.5K
CCMW
182
Cypress Capital Management (Wyoming)
Wyoming
$28.9K
PTC
183
Private Trust Company
Ohio
$27K +$26.1K +515 New
SWA
184
SOA Wealth Advisors
New York
$26.3K
CG
185
Cutler Group
California
$26K
JWA
186
JFS Wealth Advisors
Pennsylvania
$26K +$507 +10 +2%
RFA
187
Register Financial Advisors
Georgia
$23.9K +$23.1K +455 New
CSB
188
City State Bank
Iowa
$22K
AWM
189
Avior Wealth Management
Nebraska
$21.1K
PSB
190
Piscataqua Savings Bank
New Hampshire
$21K
T
191
Tidemark
California
$19.7K +$19K +375 New
ACA
192
Aptus Capital Advisors
Alabama
$19.2K +$18.5K +365 New
CCM
193
Chilton Capital Management
Texas
$18.9K
FCA
194
FinTrust Capital Advisors
South Carolina
$16.8K
AIP
195
Ameritas Investment Partners
Nebraska
$16.4K +$253 +5 +2%
VL
196
Vima LLC
Michigan
$16.3K +$15.7K +310 New
PO
197
Private Ocean
California
$16.1K
PCMC
198
Private Capital Management (Colorado)
Colorado
$13.9K
KA
199
Kozak & Associates
Colorado
$13.5K -$20.5K -405 -61%
OSAM
200
O'Shaughnessy Asset Management
Connecticut
$13.1K

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.