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iShares US Healthcare Providers ETF

216 hedge funds and large institutions have $704M invested in iShares US Healthcare Providers ETF in 2022 Q3 according to their latest regulatory filings, with 26 funds opening new positions, 67 increasing their positions, 47 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

220% more call options, than puts

Call options by funds: $6.95M | Put options by funds: $2.17M

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

43% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 47

14.38% more ownership

Funds ownership: 220.18%234.57% (+14%)

11% more capital invested

Capital invested by funds: $635M → $704M (+$69.4M)

4% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 25

1% less funds holding

Funds holding: 219216 (-3)

Holders
216
Holders Change
-3
Holders Change %
-1.37%
% of All Funds
3.72%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.07%
New
26
Increased
67
Reduced
47
Closed
25
Calls
$6.95M
Puts
$2.17M
Net Calls
+$4.78M
Net Calls Change
-$331K
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$83.5M +$45.3M +835,000 +108%
PF
2
Phoenix Financial
Israel
$75.3M +$74M +1,365,695 +1,560%
Morgan Stanley
3
Morgan Stanley
New York
$62.1M +$6.18M +113,920 +10%
Bank of America
4
Bank of America
North Carolina
$54.3M +$20.4M +376,730 +55%
Wells Fargo
5
Wells Fargo
California
$30.3M +$3.36M +62,010 +12%
UBS Group
6
UBS Group
Switzerland
$25.6M -$5.11M -94,355 -16%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$20.6M -$1.35M -24,995 -6%
LPL Financial
8
LPL Financial
California
$18.4M +$3.44M +63,445 +21%
WBG
9
Wharton Business Group
Pennsylvania
$17.2M
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$16.7M +$2.59M +47,770 +17%
Northwestern Mutual Wealth Management
11
Northwestern Mutual Wealth Management
Wisconsin
$15M +$1.49M +27,510 +10%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$14.6M -$2.59M -47,745 -14%
Osaic Holdings
13
Osaic Holdings
Arizona
$12M -$3.11M -57,390 -20%
MML Investors Services
14
MML Investors Services
Massachusetts
$11.8M +$4.29M +79,150 +52%
Goldman Sachs
15
Goldman Sachs
New York
$11.6M
Ameriprise
16
Ameriprise
Minnesota
$10.2M +$220K +4,050 +2%
MWM
17
MinichMacGregor Wealth Management
New York
$9.58M +$710K +13,095 +8%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.1M -$1.27M -23,395 -12%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$7.08M -$1M -18,480 -12%
FDCDDQ
20
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.1M -$45.8K -845 -0.7%
BIM
21
Bullseye Investment Management
Ohio
$6.08M +$6.45M +118,935 New
TRCT
22
Tower Research Capital (TRC)
New York
$5.93M +$6.02M +111,085 +2,235%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$5.81M +$755K +13,935 +14%
Mariner
24
Mariner
Kansas
$5.4M -$219K -4,040 -4%
MC
25
Martin & Co
Tennessee
$5.01M +$102K +1,880 +2%

IHF Hedge Fund Activity: Q3 2022 in Review

216 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2022, worth a combined $704M — up 11% from $635M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 25 closed out — a net gain of 1 holder — while 67 added to existing stakes and 47 trimmed.

The largest buyer was Phoenix Financial, adding an estimated $74M. The largest seller was AssetMark Inc, cutting an estimated $79.5M.

  • 216 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2022, down from 219 in Q2 2022.
  • Funds reported $704M of iShares US Healthcare Providers ETF stock for Q3 2022, up 11% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q3 2022 and 25 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2022 was Phoenix Financial, an estimated $74M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2022 was AssetMark Inc, an estimated $79.5M sold.

Based on aggregated 13F filings for Q3 2022.