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iShares US Healthcare Providers ETF

208 hedge funds and large institutions have $527M invested in iShares US Healthcare Providers ETF in 2022 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 60 increasing their positions, 43 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

726% more call options, than puts

Call options by funds: $7.24M | Put options by funds: $877K

40% more repeat investments, than reductions

Existing positions increased: 60 | Existing positions reduced: 43

13.54% more ownership

Funds ownership: 190.87%204.41% (+14%)

6% more capital invested

Capital invested by funds: $498M → $527M (+$29.5M)

10% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 21

0% more funds holding

Funds holding: 208208 (0)

Holders
208
Holders Change
Holders Change %
0%
% of All Funds
3.28%
Holding in Top 10
4
Holding in Top 10 Change
+4
Holding in Top 10 Change %
% of All Funds
0.06%
New
23
Increased
60
Reduced
43
Closed
21
Calls
$7.24M
Puts
$877K
Net Calls
+$6.37M
Net Calls Change
+$327K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$49.5M -$7.74M -141,030 -14%
EF
2
Empowered Funds
Pennsylvania
$38.5M +$37.4M +681,265 New
Bank of America
3
Bank of America
North Carolina
$32.9M +$400K +7,290 +1%
UBS Group
4
UBS Group
Switzerland
$30.4M +$3.77M +68,730 +15%
Wells Fargo
5
Wells Fargo
California
$23.4M +$279K +5,095 +1%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$19.6M -$3.12M -56,885 -14%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$19.3M -$4.01M -73,055 -18%
WBG
8
Wharton Business Group
Pennsylvania
$19M +$114K +2,075 +0.6%
LPL Financial
9
LPL Financial
California
$15.9M +$613K +11,175 +4%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$15.2M -$959K -17,490 -6%
Goldman Sachs
11
Goldman Sachs
New York
$12.9M -$4.15M -75,575 -25%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$10.3M +$2.11M +38,395 +27%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$10.1M +$1.47M +26,835 +18%
CI
14
CPR Investments
Michigan
$9.88M +$9.58M +174,605 New
JMPWA
15
JP Morgan Private Wealth Advisors
California
$9.65M -$669K -12,190 -7%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.4M +$1.1M +19,985 +14%
MAC
17
Mason & Associates (California)
California
$8.61M +$74.9K +1,365 +0.9%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$8.38M +$3.52M +64,125 +76%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.12M +$385K +7,020 +6%
Mariner
20
Mariner
Kansas
$6.78M +$89.1K +1,625 +1%
BHB
21
Bank Hapoalim BM
Israel
$5.97M -$8.86M -161,610 -61%
Ameriprise
22
Ameriprise
Minnesota
$5.91M +$3.05M +55,660 +114%
SW
23
Signify Wealth
Missouri
$5.35M +$5.19M +94,540 New
MC
24
Martin & Co
Tennessee
$5.28M -$435K -7,935 -8%
PF
25
Phoenix Financial
Israel
$5.01M +$3.69M +67,235 +314%

IHF Hedge Fund Activity: Q1 2022 in Review

208 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q1 2022, worth a combined $527M — up 5.9% from $498M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IHF positions and 21 closed out — a net gain of 2 holders — while 60 added to existing stakes and 43 trimmed.

The largest buyer was Empowered Funds, opening a new position worth an estimated $37.4M. The largest seller was Bank Hapoalim BM, cutting an estimated $8.86M.

  • 208 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $527M of iShares US Healthcare Providers ETF stock for Q1 2022, up 5.9% quarter-over-quarter.
  • 23 funds opened new iShares US Healthcare Providers ETF positions in Q1 2022 and 21 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q1 2022 was Empowered Funds, an estimated $37.4M added.
  • The largest iShares US Healthcare Providers ETF seller in Q1 2022 was Bank Hapoalim BM, an estimated $8.86M sold.

Based on aggregated 13F filings for Q1 2022.