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iShares US Healthcare Providers ETF

208 hedge funds and large institutions have $498M invested in iShares US Healthcare Providers ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 61 increasing their positions, 41 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

671% more call options, than puts

Call options by funds: $6.94M | Put options by funds: $900K

400% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 9

49% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 41

20% more funds holding

Funds holding: 174208 (+34)

15% more capital invested

Capital invested by funds: $432M → $498M (+$66M)

3.81% more ownership

Funds ownership: 187.05%190.87% (+3.8%)

Holders
208
Holders Change
+34
Holders Change %
+19.54%
% of All Funds
3.2%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
45
Increased
61
Reduced
41
Closed
9
Calls
$6.94M
Puts
$900K
Net Calls
+$6.04M
Net Calls Change
+$5.07M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$59M -$8.11M -148,545 -13%
Bank of America
2
Bank of America
North Carolina
$33.3M -$1.28M -23,450 -4%
UBS Group
3
UBS Group
Switzerland
$27.2M +$446K +8,175 +2%
Mercer Global Advisors
4
Mercer Global Advisors
Colorado
$24.1M -$8.87M -162,610 -28%
Wells Fargo
5
Wells Fargo
California
$23.7M +$987K +18,080 +5%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$23.4M -$8.05M -147,450 -27%
WBG
7
Wharton Business Group
Pennsylvania
$19.4M +$18.2M +333,850 New
Goldman Sachs
8
Goldman Sachs
New York
$17.6M +$1.68M +30,695 +11%
Northwestern Mutual Wealth Management
9
Northwestern Mutual Wealth Management
Wisconsin
$16.6M +$220K +4,025 +1%
LPL Financial
10
LPL Financial
California
$15.7M +$652K +11,955 +5%
BHB
11
Bank Hapoalim BM
Israel
$15.5M -$60.3K -1,105 -0.4%
JMPWA
12
JP Morgan Private Wealth Advisors
California
$10.6M +$62.2K +1,140 +0.6%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$8.76M +$311K +5,705 +4%
MAC
14
Mason & Associates (California)
California
$8.75M +$8.23M +150,740 New
Osaic Holdings
15
Osaic Holdings
Arizona
$8.52M +$329K +6,020 +4%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.37M +$1.84M +33,775 +31%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9M +$477K +8,750 +8%
Mariner
18
Mariner
Kansas
$6.86M +$202K +3,700 +3%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$6.37M +$5.5M +100,765 +1,126%
RWP
20
RWA Wealth Partners
Massachusetts
$6.29M +$5.91M +108,260 New
MC
21
Martin & Co
Tennessee
$5.87M +$6K +110 +0.1%
MCM
22
Murphy Capital Management
New Jersey
$5.13M -$17.7K -325 -0.4%
BS
23
Banco Santander
Spain
$5.08M
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.88M +$23.2K +425 +0.5%
HighTower Advisors
25
HighTower Advisors
Illinois
$4.59M +$3.38M +61,985 +366%

IHF Hedge Fund Activity: Q4 2021 in Review

208 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2021, worth a combined $498M — up 15% from $432M a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IHF positions and 9 closed out — a net gain of 36 holders — while 61 added to existing stakes and 41 trimmed.

The largest buyer was Wharton Business Group, opening a new position worth an estimated $18.2M. The largest seller was Mercer Global Advisors, cutting an estimated $8.87M.

  • 208 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2021, up from 174 in Q3 2021.
  • Funds reported $498M of iShares US Healthcare Providers ETF stock for Q4 2021, up 15% quarter-over-quarter.
  • 45 funds opened new iShares US Healthcare Providers ETF positions in Q4 2021 and 9 closed out, a net change of +36 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2021 was Wharton Business Group, an estimated $18.2M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2021 was Mercer Global Advisors, an estimated $8.87M sold.

Based on aggregated 13F filings for Q4 2021.