We are live on ! Find out more
IHF icon

iShares US Healthcare Providers ETF

216 hedge funds and large institutions have $704M invested in iShares US Healthcare Providers ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.95M | Put options by funds: $2.17M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

14.38% more ownership

Funds ownership: 220.18%234.57% (+14%)

11% more capital invested

Capital invested by funds: $635M → $704M (+$69.4M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% less funds holding

Funds holding: 219216 (-3)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
67
Reduced
47
Closed
25
Calls
$6.95M
Puts
$2.17M
Net Calls
+$4.78M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
GRP
201
Global Retirement Partners
California
$11K
CWA
202
Clearview Wealth Advisors
Oregon
$10K
AF
203
Allworth Financial
California
$7K
LWP
204
Lumature Wealth Partners
Georgia
$7K
WWP
205
WR Wealth Planners
Missouri
$6.9K
CP
206
Castleview Partners
Texas
$6K -$70.5K -1,300 -92%
AWM
207
Abound Wealth Management
Tennessee
$5.66K
Bessemer Group
208
Bessemer Group
New Jersey
$5K
AssetMark Inc
209
AssetMark Inc
California
$4K -$79.5M -1,466,490 -100%
FRA
210
Front Row Advisors
California
$3K +$813 +15 +30%
Bank of Montreal
211
Bank of Montreal
Ontario, Canada
$1.42K +$611K +11,270 +77%
FHC
212
First Heartland Consultants
Missouri
$1.1K +$11.7K +215 +1%
BEI
213
Benjamin Edwards Inc
Missouri
$1K
TFA
214
Transamerica Financial Advisors
Florida
$1K
AG
215
Ascent Group
Virginia
-$1.81M -32,785 Closed
Jane Street
216
Jane Street
New York
-$1.28M -25,140 Closed
OC
217
Oppenheimer & Co
New York
-$1.04M -20,450 Closed
CCP
218
Clough Capital Partners
Massachusetts
-$941K -18,425 Closed
Barclays
219
Barclays
United Kingdom
-$812K -15,895 Closed
CAG
220
Csenge Advisory Group
Florida
-$781K -15,290 Closed
BCM
221
Beaumont Capital Management
Massachusetts
-$400K -7,835 Closed
IP
222
Ignite Planners
California
-$398K -7,540 Closed
W
223
WealthOne
New York
-$372K -7,280 Closed
CI
224
CX Institutional
Indiana
-$348K -6,800 Closed
SWP
225
Stratos Wealth Partners
Ohio
-$263K -5,135 Closed

IHF Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2022, worth a combined $704M — up 11% from $635M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $74M. The largest seller was AssetMark Inc, cutting an estimated $79.5M.

  • 216 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2022, down from 219 in Q2 2022.
  • Funds reported $704M of iShares US Healthcare Providers ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q3 2022 and 25 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2022 was Phoenix Financial, an estimated $74M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2022 was AssetMark Inc, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2022.