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iShares US Healthcare Providers ETF
IHF

198 hedge funds and large institutions have $1.08B invested in iShares US Healthcare Providers ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $509K | Put options by funds: $120K

206% more capital invested

Capital invested by funds: $353M → $1.08B (+$727M)

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

2% less funds holding

Funds holding: 203 → 198 (-5)

5.14% less ownership

Funds ownership: 45.82% → 40.68% (-5.1%)

44% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 70

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.61%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
28
Increased
39
Reduced
70
Closed
27
Calls
$509K
Puts
$120K
Net Calls
+$389K
Net Calls Change
+$98K

Top Buyers

Rank Fund Capital Flow
1
KWM
Kingsview Wealth Management
Oregon
+$5.91M
2
Two Sigma Investments
Two Sigma Investments
New York
+$4.7M
3
Morgan Stanley
Morgan Stanley
New York
+$3.58M
4
KWMG
King Wealth Management Group
Florida
+$1.06M
5
OC
Oppenheimer & Co
New York
+$913K

Top Sellers

Rank Fund Capital Flow
1
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$31.7M
2
Goldman Sachs
Goldman Sachs
New York
-$6.43M
3
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$2.86M
4
LG
Leuthold Group
Minnesota
-$1.79M
5
Bank of America
Bank of America
North Carolina
-$1.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
OSAM
176
O'Shaughnessy Asset Management
Connecticut
$12K – – –
RIA
177
Realta Investment Advisors
Delaware
$11K -$20.6K -391 -63%
FDW
178
Fourth Dimension Wealth
Ohio
$9.6K +$10.6K +200 New
CAL
179
Capital Analysts LLC
Pennsylvania
$9K +$9.77K +185 New
Franklin Resources
180
Franklin Resources
California
$7.92K – – –
BC
181
Broadwater Capital
Massachusetts
$7.68K – – –
AWM
182
AE Wealth Management
Kansas
$7.2K +$7.92K +150 New
TIM
183
Thompson Investment Management
Wisconsin
$7.2K – – –
ACA
184
American Capital Advisory
Idaho
$6.72K – – –
HCM
185
Hollencrest Capital Management
California
$6.48K – – –
KBFS
186
Kohmann Bosshard Financial Services
Ohio
$5.76K +$6.33K +120 New
CPBTD
187
Central Pacific Bank - Trust Division
Hawaii
$5.28K – – –
NRC
188
New Republic Capital
North Carolina
$4.5K +$4.96K +94 New
BlackRock
189
BlackRock
New York
$4.32K – – –
HDIM
190
Hanson & Doremus Investment Management
Vermont
$3K – – –
GTAM
191
Global Trust Asset Management
Florida
$2.88K +$3.17K +60 New
LDB
192
Lee, Danner & Bass
Tennessee
$2.4K +$2.64K +50 New
C
193
Covestor
United Kingdom
$2K – – –
MDA
194
Minot DeBlois Advisors
Massachusetts
$1.93K +$2.11K +40 New
CAS
195
Coppell Advisory Solutions
Texas
$1.2K – – –
NS
196
NBC Securities
Alabama
$278 -$316K -5,978 -100%
AWM
197
Abound Wealth Management
Tennessee
$188 -$158 -3 -43%
PA
198
Parallel Advisors
California
$61 -$4.17K -79 -99%
HNB
199
Huntington National Bank
Ohio
$48 – – –
IAIM
200
International Assets Investment Management
Florida
– -$985 -56,254 Closed
6 7
8
9 10

IHF Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2024, worth a combined $1.08B — up 206% from $353M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IHF positions and 27 closed out — a net gain of 1 holder — while 39 added to existing stakes and 70 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $5.91M. The largest seller was Mercer Global Advisors, cutting an estimated $31.7M.

  • 198 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2024, down from 203 in Q3 2024.
  • Funds reported $1.08B of iShares US Healthcare Providers ETF stock for Q4 2024, up 206% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare Providers ETF positions in Q4 2024 and 27 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $5.91M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.