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iShares US Healthcare Providers ETF
IHF

219 hedge funds and large institutions have $635M invested in iShares US Healthcare Providers ETF in 2022 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 55 increasing their positions, 49 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

328% more call options, than puts

Call options by funds: $6.67M | Put options by funds: $1.56M

57% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 23

20% more capital invested

Capital invested by funds: $527M → $635M (+$107M)

15.78% more ownership

Funds ownership: 204.41% → 220.18% (+16%)

12% more repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 49

5% more funds holding

Funds holding: 208 → 219 (+11)

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

Holders
219
Holders Change
+11
Holders Change %
+5.29%
% of All Funds
3.69%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
36
Increased
55
Reduced
49
Closed
23
Calls
$6.67M
Puts
$1.56M
Net Calls
+$5.11M
Net Calls Change
-$1.26M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$78.1M
2
MIH
Meitav Investment House
Israel
+$40.5M
3
Morgan Stanley
Morgan Stanley
New York
+$12.1M
4
HF
HRT Financial
New York
+$12.1M
5
Citadel Advisors
Citadel Advisors
Florida
+$9.92M

Top Sellers

1
EF
Empowered Funds
Pennsylvania
-$38.5M
2
CI
CPR Investments
Michigan
-$9.88M
3
SW
Signify Wealth
Missouri
-$5.35M
4
MAC
Mason & Associates (California)
California
-$4.52M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$2.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
1
AssetMark Inc
California
$74.9M +$78.1M +1,466,560 New
Morgan Stanley
2
Morgan Stanley
New York
$56.3M +$12.1M +227,040 +26%
MIH
3
Meitav Investment House
Israel
$39.3M +$40.5M +760,000 +4,551%
Bank of America
4
Bank of America
North Carolina
$35M +$5.52M +103,705 +18%
UBS Group
5
UBS Group
Switzerland
$30.4M +$3.09M +58,075 +11%
Wells Fargo
6
Wells Fargo
California
$27.1M +$6.23M +116,970 +28%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$21.9M +$4.33M +81,305 +23%
WBG
8
Wharton Business Group
Pennsylvania
$17.2M – – –
Mercer Global Advisors
9
Mercer Global Advisors
Colorado
$17M -$443K -8,325 -2%
LPL Financial
10
LPL Financial
California
$15.2M +$816K +15,320 +5%
Osaic Holdings
11
Osaic Holdings
Arizona
$14.9M +$6.69M +125,570 +75%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$14.3M +$5.14M +96,545 +53%
Northwestern Mutual Wealth Management
13
Northwestern Mutual Wealth Management
Wisconsin
$13.6M -$70.6K -1,325 -0.5%
Goldman Sachs
14
Goldman Sachs
New York
$11.6M – – –
HF
15
HRT Financial
New York
$11.6M +$12.1M +226,725 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$10.3M +$1.27M +23,835 +13%
Ameriprise
17
Ameriprise
Minnesota
$9.98M +$4.84M +90,870 +87%
Citadel Advisors
18
Citadel Advisors
Florida
$9.52M +$9.92M +186,280 New
MWM
19
MinichMacGregor Wealth Management
New York
$8.91M +$9.29M +174,500 New
JMPWA
20
JP Morgan Private Wealth Advisors
California
$8.03M -$715K -13,415 -8%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$8.02M +$4.77M +89,480 +132%
MML Investors Services
22
MML Investors Services
Massachusetts
$7.77M +$6.27M +117,800 +343%
FDCDDQ
23
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15M -$292K -5,480 -4%
Mariner
24
Mariner
Kansas
$5.6M -$537K -10,085 -8%
BHB
25
Bank Hapoalim BM
Israel
$5.34M -$49.3K -925 -0.9%
1
2 3 4 5

IHF Hedge Fund Activity: Q2 2022 in Review

219 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q2 2022, worth a combined $635M — up 20% from $527M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IHF positions and 23 closed out — a net gain of 13 holders — while 55 added to existing stakes and 49 trimmed.

The largest buyer was AssetMark Inc, opening a new position worth an estimated $78.1M. The largest seller was Empowered Funds, exiting entirely with an estimated $38.5M sold.

  • 219 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q2 2022, up from 208 in Q1 2022.
  • Funds reported $635M of iShares US Healthcare Providers ETF stock for Q2 2022, up 20% quarter-over-quarter.
  • 36 funds opened new iShares US Healthcare Providers ETF positions in Q2 2022 and 23 closed out, a net change of +13 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q2 2022 was AssetMark Inc, an estimated $78.1M added.
  • The largest iShares US Healthcare Providers ETF seller in Q2 2022 was Empowered Funds, an estimated $38.5M sold.

Based on aggregated 13F filings for Q2 2022.