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iShares US Healthcare Providers ETF

184 hedge funds and large institutions have $605M invested in iShares US Healthcare Providers ETF in 2021 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 49 increasing their positions, 51 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

387% more call options, than puts

Call options by funds: $2.08M | Put options by funds: $427K

39% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 18

35% more capital invested

Capital invested by funds: $449M → $605M (+$157M)

14.75% more ownership

Funds ownership: 195.05%209.8% (+15%)

2% more funds holding

Funds holding: 180184 (+4)

4% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 51

Holders
184
Holders Change
+4
Holders Change %
+2.22%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
49
Reduced
51
Closed
18
Calls
$2.08M
Puts
$427K
Net Calls
+$1.65M
Net Calls Change
-$464K
Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$156M +$155M +2,930,200 New
Morgan Stanley
2
Morgan Stanley
New York
$55M +$8.1M +153,270 +17%
Bank of America
3
Bank of America
North Carolina
$31.5M -$1.42M -26,920 -4%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$30.6M +$16.5M +312,235 +119%
UBS Group
5
UBS Group
Switzerland
$25M -$3.44M -65,160 -12%
Wells Fargo
6
Wells Fargo
California
$20.8M -$2.54M -48,015 -11%
Osaic Holdings
7
Osaic Holdings
Arizona
$18.3M +$11.8M +223,120 +186%
WBG
8
Wharton Business Group
Pennsylvania
$17.7M +$31.7K +600 +0.2%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$14.9M +$339K +6,420 +2%
LPL Financial
10
LPL Financial
California
$13.4M -$445K -8,425 -3%
Goldman Sachs
11
Goldman Sachs
New York
$12.9M +$13.2K +250 +0.1%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$12.5M +$828K +15,670 +7%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$9.61M +$4.97M +94,065 +109%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$8.77M -$540K -10,215 -6%
Qube Research & Technologies (QRT)
15
Qube Research & Technologies (QRT)
United Kingdom
$8.24M +$4.19M +79,345 +105%
Barclays
16
Barclays
United Kingdom
$7.87M +$7.8M +147,660 New
Citadel Advisors
17
Citadel Advisors
Florida
$7.11M -$1.52M -28,810 -18%
Mariner
18
Mariner
Kansas
$6.1M
RWP
19
RWA Wealth Partners
Massachusetts
$5.88M -$167K -3,170 -3%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.74M +$217K +4,110 +4%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$5.57M -$5.28M -99,895 -49%
RCP
22
Rothschild Capital Partners
New York
$5.38M +$5.34M +100,995 New
AIC
23
Ayalon Insurance Company
Israel
$5.2M +$478K +9,050 +10%
MC
24
Martin & Co
Tennessee
$4.91M -$310K -5,870 -6%
MCM
25
Murphy Capital Management
New Jersey
$4.85M -$41.5K -785 -0.9%

IHF Hedge Fund Activity: Q2 2021 in Review

184 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2021, worth a combined $605M — up 35% from $449M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHF positions and 18 closed out — a net gain of 7 holders — while 49 added to existing stakes and 51 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $155M. The largest seller was Migdal Insurance & Financial Holdings, exiting entirely with an estimated $54.3M sold.

  • 184 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2021, up from 180 in Q1 2021.
  • Funds reported $605M of iShares US Healthcare Providers ETF stock for Q2 2021, up 35% quarter-over-quarter.
  • 25 funds opened new iShares US Healthcare Providers ETF positions in Q2 2021 and 18 closed out, a net change of +7 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2021 was AssetMark Inc, an estimated $155M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2021 was Migdal Insurance & Financial Holdings, an estimated $54.3M sold.

Based on aggregated 13F filings for Q2 2021.