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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
GWM
201
Geneos Wealth Management
Colorado
$9.71K
Franklin Resources
202
Franklin Resources
California
$8.66K +$8.36K +165 New
BC
203
Broadwater Capital
Massachusetts
$8.4K +$8.11K +160 New
AF
204
Allworth Financial
California
$7.61K
ACA
205
American Capital Advisory
Idaho
$7.35K +$7.1K +140 New
CAS
206
Coppell Advisory Solutions
Texas
$7.35K +$7.1K +140 New
HCM
207
Hollencrest Capital Management
California
$7.09K
TC
208
Truvestments Capital
Florida
$6.56K
AWM
209
Abound Wealth Management
Tennessee
$5.88K
AWM
210
Aspire Wealth Management
Massachusetts
$5.82K
VNA
211
Valley National Advisers
Pennsylvania
$4K +$4.31K +85 New
SL
212
Salomon & Ludwin
Virginia
$3.94K
CP
213
Castleview Partners
Texas
$2.1K -$3.55K -70 -64%
C
214
Covestor
United Kingdom
$2K
SSB
215
Sandy Spring Bank
Maryland
$1.33K -$9.12K -180 -88%
MRCM
216
M&R Capital Management
New Jersey
$1.31K
RG
217
Retirement Group
California
$1.31K
IGWM
218
ICA Group Wealth Management
Colorado
$1.05K +$1.01K +20 New
TSWM
219
Tyler-Stone Wealth Management
Ohio
$1.05K +$1.01K +20 New
HNB
220
Huntington National Bank
Ohio
$263
NFSG
221
Newbridge Financial Services Group
Florida
$263
FTUS
222
Flow Traders U.S.
New York
-$3.05M -61,890 Closed
UCFA
223
United Capital Financial Advisors
Texas
-$765K -15,545 Closed
HI
224
Hudock Inc
Pennsylvania
-$669K -13,600 Closed
RSWM
225
Robertson Stephens Wealth Management
California
-$435K -8,800 Closed

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.