iShares US Healthcare Providers ETF
202 hedge funds and large institutions have $381M invested in iShares US Healthcare Providers ETF in 2023 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 71 reducing their positions, and 19 closing their positions.
3% less funds holding
Funds holding: 208 → 202 (-6)
11% less first-time investments, than exits
New positions opened: 17 | Existing positions closed: 19
14.16% less ownership
Funds ownership: 231.89% → 217.72% (-14%)
19% less capital invested
Capital invested by funds: $469M → $381M (-$88.9M)
20% less call options, than puts
Call options by funds: $3.03M | Put options by funds: $3.79M
58% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 71
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$1.71M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.52M |
| 3 |
TRCT
Tower Research Capital (TRC)
New York
|
+$1.41M |
| 4 |
TCOT
Trust Company of Toledo
Holland,
Ohio
|
+$1.22M |
| 5 |
Creative Planning
Overland Park,
Kansas
|
+$999K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PF
Phoenix Financial
Givatayim,
Israel
|
-$48.5M |
| 2 |
Morgan Stanley
New York
|
-$6.41M |
| 3 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$5.01M |
| 4 |
Two Sigma Investments
New York
|
-$3.91M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$2.57M |
IHF Hedge Fund Activity: Q3 2023 in Review
202 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2023, worth a combined $381M — down 19% from $469M a quarter earlier.
Sellers outnumbered buyers: 19 funds closed out of IHF and 17 opened new positions — a net loss of 2 holders — while 71 trimmed existing stakes and 30 added.
The largest buyer was UBS Group, adding an estimated $1.71M. The largest seller was Phoenix Financial, cutting an estimated $48.5M.
- 202 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2023, down from 208 in Q2 2023.
- Funds reported $381M of iShares US Healthcare Providers ETF stock for Q3 2023, down 19% quarter-over-quarter.
- 17 funds opened new iShares US Healthcare Providers ETF positions in Q3 2023 and 19 closed out, a net change of -2 holders.
- The largest iShares US Healthcare Providers ETF buyer in Q3 2023 was UBS Group, an estimated $1.71M added.
- The largest iShares US Healthcare Providers ETF seller in Q3 2023 was Phoenix Financial, an estimated $48.5M sold.
Based on aggregated 13F filings for Q3 2023.