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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
CWA
201
Clearview Wealth Advisors
Oregon
$10K
HNB
202
Huntington National Bank
Ohio
$9.64K
MPWT
203
MassMutual Private Wealth & Trust
Connecticut
$8.4K +$8.73K +170 New
AF
204
Allworth Financial
California
$7.17K
HCM
205
Hollencrest Capital Management
California
$6.67K
LWP
206
Lumature Wealth Partners
Georgia
$6.67K
WWP
207
WR Wealth Planners
Missouri
$6.67K
Commonwealth Equity Services
208
Commonwealth Equity Services
Massachusetts
$6.56K -$31.6K -615 -0.5%
AWM
209
Abound Wealth Management
Tennessee
$5.5K
AWM
210
Aspire Wealth Management
Massachusetts
$5.45K
CP
211
Castleview Partners
Texas
$5.44K
FSWA
212
Financial Synergies Wealth Advisors
Texas
$4.96K +$5.14K +100 New
AssetMark Inc
213
AssetMark Inc
California
$3.46K
FRA
214
Front Row Advisors
California
$3K
FFA
215
Founders Financial Alliance
North Carolina
$2.47K -$61.9K -1,205 -96%
C
216
Covestor
United Kingdom
$2K +$2.05K +40 New
SSB
217
Sandy Spring Bank
Maryland
$1.25K -$60.1K -1,170 -98%
MRCM
218
M&R Capital Management
New Jersey
$1.24K
RG
219
Retirement Group
California
$1K
TFA
220
Transamerica Financial Advisors
Florida
$1K
JWA
221
JFS Wealth Advisors
Pennsylvania
$248
NFSG
222
Newbridge Financial Services Group
Florida
$247
FGAM
223
Financial Gravity Asset Management
Texas
$9 +$63.4K +1,235 New
MWM
224
MinichMacGregor Wealth Management
New York
-$10.3M -192,035 Closed
Chevy Chase Trust
225
Chevy Chase Trust
Maryland
-$7.13M -133,100 Closed

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.