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iShares US Healthcare Providers ETF

220 hedge funds and large institutions have $729M invested in iShares US Healthcare Providers ETF in 2022 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 80 increasing their positions, 50 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

236% more call options, than puts

Call options by funds: $7.47M | Put options by funds: $2.22M

60% more repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 50

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

13.34% more ownership

Funds ownership: 234.57%247.9% (+13%)

2% more funds holding

Funds holding: 216220 (+4)

4% more capital invested

Capital invested by funds: $704M → $729M (+$24.9M)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

Holders
220
Holders Change
+4
Holders Change %
+1.85%
% of All Funds
3.54%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
26
Increased
80
Reduced
50
Closed
19
Calls
$7.47M
Puts
$2.22M
Net Calls
+$5.25M
Net Calls Change
+$469K
Name Holding Trade Value Shares
Change
Change in
Stake
MIH
1
Meitav Investment House
Israel
$86.6M +$15K +280 +0%
Bank of America
2
Bank of America
North Carolina
$73.6M +$16.8M +313,530 +30%
Morgan Stanley
3
Morgan Stanley
New York
$70.3M +$5.15M +95,855 +8%
Wells Fargo
4
Wells Fargo
California
$34.4M +$2.62M +48,840 +8%
UBS Group
5
UBS Group
Switzerland
$32M +$5.13M +95,465 +19%
LPL Financial
6
LPL Financial
California
$22.7M +$3.39M +63,155 +18%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$22.5M +$920K +17,125 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$18.6M +$1.07M +19,905 +6%
WBG
9
Wharton Business Group
Pennsylvania
$18M -$20.1K -375 -0.1%
Northwestern Mutual Wealth Management
10
Northwestern Mutual Wealth Management
Wisconsin
$16.4M +$682K +12,700 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$14.5M +$2.16M +40,220 +17%
Mercer Global Advisors
12
Mercer Global Advisors
Colorado
$14.1M -$1.21M -22,545 -8%
Osaic Holdings
13
Osaic Holdings
Arizona
$12.8M +$273K +5,080 +2%
Goldman Sachs
14
Goldman Sachs
New York
$12.2M
Ameriprise
15
Ameriprise
Minnesota
$12M +$1.33M +24,680 +12%
Citadel Advisors
16
Citadel Advisors
Florida
$11.8M +$10.5M +196,210 +812%
MWM
17
MinichMacGregor Wealth Management
New York
$10.3M +$239K +4,440 +2%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$9.76M +$213K +3,970 +2%
JMPWA
19
JP Morgan Private Wealth Advisors
California
$7.7M +$276K +5,145 +4%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$7.14M +$1.06M +19,655 +17%
Chevy Chase Trust
21
Chevy Chase Trust
Maryland
$7.13M +$7.15M +133,100 New
HF
22
HRT Financial
New York
$6.87M +$5.13M +95,485 +291%
Truist Financial
23
Truist Financial
North Carolina
$6.63M +$2.24M +41,640 +51%
Thrivent Financial for Lutherans
24
Thrivent Financial for Lutherans
Minnesota
$6.58M +$4.58M +85,270 +227%
FDCDDQ
25
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.4M +$537 +10 +0%

IHF Hedge Fund Activity: Q4 2022 in Review

220 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2022, worth a combined $729M — up 3.5% from $704M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IHF positions and 19 closed out — a net gain of 7 holders — while 80 added to existing stakes and 50 trimmed.

The largest buyer was Bank of America, adding an estimated $16.8M. The largest seller was Phoenix Financial, cutting an estimated $73.3M.

  • 220 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2022, up from 216 in Q3 2022.
  • Funds reported $729M of iShares US Healthcare Providers ETF stock for Q4 2022, up 3.5% quarter-over-quarter.
  • 26 funds opened new iShares US Healthcare Providers ETF positions in Q4 2022 and 19 closed out, a net change of +7 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2022 was Bank of America, an estimated $16.8M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2022 was Phoenix Financial, an estimated $73.3M sold.

Based on aggregated 13F filings for Q4 2022.