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iShares US Healthcare Providers ETF

180 hedge funds and large institutions have $449M invested in iShares US Healthcare Providers ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 48 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

560% more call options, than puts

Call options by funds: $2.49M | Put options by funds: $378K

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

8% more funds holding

Funds holding: 166180 (+14)

11% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 54

25% less capital invested

Capital invested by funds: $596M → $449M (-$148M)

64.52% less ownership

Funds ownership: 259.57%195.05% (-65%)

Holders
180
Holders Change
+14
Holders Change %
+8.43%
% of All Funds
3.16%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
48
Reduced
54
Closed
11
Calls
$2.49M
Puts
$378K
Net Calls
+$2.12M
Net Calls Change
+$36.4M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
1
Migdal Insurance & Financial Holdings
Israel
$54.3M +$17.9M +366,000 +51%
Morgan Stanley
2
Morgan Stanley
New York
$44.2M -$9.48M -193,900 -18%
Bank of America
3
Bank of America
North Carolina
$31.1M +$1.6M +32,755 +6%
UBS Group
4
UBS Group
Switzerland
$26.9M -$4.25M -86,900 -14%
Wells Fargo
5
Wells Fargo
California
$22.1M -$1.47M -30,105 -6%
PF
6
Phoenix Financial
Israel
$21.4M -$12.5M -254,800 -37%
WBG
7
Wharton Business Group
Pennsylvania
$16.7M -$4.41M -90,125 -21%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$13.8M +$538K +11,000 +4%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$13.2M +$10.3M +211,515 +422%
LPL Financial
10
LPL Financial
California
$13.1M +$842K +17,220 +7%
Goldman Sachs
11
Goldman Sachs
New York
$12.1M -$9.79M -200,170 -45%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$11M -$7.77M -158,890 -42%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$10.3M -$1.23M -25,080 -11%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.8M +$481K +9,840 +6%
Citadel Advisors
15
Citadel Advisors
Florida
$8.17M +$6.75M +138,125 +575%
Osaic Holdings
16
Osaic Holdings
Arizona
$6.05M -$42.5K -870 -0.7%
Mariner
17
Mariner
Kansas
$5.76M -$2.04M -41,755 -27%
RWP
18
RWA Wealth Partners
Massachusetts
$5.71M +$5.55M +113,485 New
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.22M +$56.5K +1,155 +1%
MC
20
Martin & Co
Tennessee
$4.93M -$64.3K -1,315 -1%
MCM
21
Murphy Capital Management
New Jersey
$4.62M -$46.5K -950 -1%
AIC
22
Ayalon Insurance Company
Israel
$4.41M +$10.5K +215 +0.2%
JMPWA
23
JP Morgan Private Wealth Advisors
California
$4.34M +$2.33M +47,550 +123%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.28M -$111K -2,260 -3%
Qube Research & Technologies (QRT)
25
Qube Research & Technologies (QRT)
United Kingdom
$3.79M +$3.68M +75,235 New

IHF Hedge Fund Activity: Q1 2021 in Review

180 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2021, worth a combined $449M — down 25% from $596M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 11 closed out — a net gain of 15 holders — while 48 added to existing stakes and 54 trimmed.

The largest buyer was Migdal Insurance & Financial Holdings, adding an estimated $17.9M. The largest seller was Credit Suisse, exiting entirely with an estimated $116M sold.

  • 180 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2021, up from 166 in Q4 2020.
  • Funds reported $449M of iShares US Healthcare Providers ETF stock for Q1 2021, down 25% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q1 2021 and 11 closed out, a net change of +15 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2021 was Migdal Insurance & Financial Holdings, an estimated $17.9M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2021 was Credit Suisse, an estimated $116M sold.

Based on aggregated 13F filings for Q1 2021.