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iShares US Healthcare Providers ETF

220 hedge funds and large institutions have $495M invested in iShares US Healthcare Providers ETF in 2023 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 48 increasing their positions, 67 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 35 | Existing positions closed: 14

52.41% more ownership

Funds ownership: 217.72%270.14% (+52%)

30% more capital invested

Capital invested by funds: $381M → $495M (+$115M)

9% more funds holding

Funds holding: 202220 (+18)

28% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 67

61% less call options, than puts

Call options by funds: $2.26M | Put options by funds: $5.86M

Holders
220
Holders Change
+18
Holders Change %
+8.91%
% of All Funds
3.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
35
Increased
48
Reduced
67
Closed
14
Calls
$2.26M
Puts
$5.86M
Net Calls
-$3.6M
Net Calls Change
-$2.83M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$87.9M +$39M +770,045 +85%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$40.8M +$28.9M +569,445 +275%
LPL Financial
3
LPL Financial
California
$34.7M +$14.7M +290,745 +79%
Goldman Sachs
4
Goldman Sachs
New York
$31.9M -$1.4M -27,645 -4%
Bank of America
5
Bank of America
North Carolina
$30.3M +$6.01M +118,565 +26%
WBG
6
Wharton Business Group
Pennsylvania
$17.6M
UBS Group
7
UBS Group
Switzerland
$16.5M -$3.6M -70,980 -18%
Wells Fargo
8
Wells Fargo
California
$16.3M -$4.02M -79,385 -20%
Envestnet Asset Management
9
Envestnet Asset Management
Illinois
$14.5M -$291K -5,735 -2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$11.2M +$9.21M +181,675 +577%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$9.47M -$135K -2,655 -1%
4WM
12
49 Wealth Management
Texas
$9.03M +$8.72M +171,965 New
Ameriprise
13
Ameriprise
Minnesota
$8.5M -$1.64M -32,375 -17%
Osaic Holdings
14
Osaic Holdings
Arizona
$8.13M -$2.92M -57,530 -27%
FDCDDQ
15
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.72M -$68.7K -1,355 -1%
New York State Common Retirement Fund
16
New York State Common Retirement Fund
New York
$5.48M -$461K -9,090 -8%
Wellington Management Group
17
Wellington Management Group
Massachusetts
$5.48M -$461K -9,090 -8%
BHB
18
Bank Hapoalim BM
Israel
$5.32M
MC
19
Martin & Co
Tennessee
$4.73M -$194K -3,835 -4%
MIH
20
Meitav Investment House
Israel
$4.67M +$1.27K +25 +0%
Northwestern Mutual Wealth Management
21
Northwestern Mutual Wealth Management
Wisconsin
$4.45M -$451K -8,900 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$4.37M +$154K +3,030 +4%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$4.37M -$29.6K -585 -0.7%
HighTower Advisors
24
HighTower Advisors
Illinois
$4.18M +$147K +2,895 +4%
CA
25
Cetera Advisors
Colorado
$4.07M -$10.6K -210 -0.3%

IHF Hedge Fund Activity: Q4 2023 in Review

220 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2023, worth a combined $495M — up 30% from $381M a quarter earlier.

Buyers outnumbered sellers: 35 funds opened new IHF positions and 14 closed out — a net gain of 21 holders — while 48 added to existing stakes and 67 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $39M. The largest seller was Wells Fargo, cutting an estimated $4.02M.

  • 220 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2023, up from 202 in Q3 2023.
  • Funds reported $495M of iShares US Healthcare Providers ETF stock for Q4 2023, up 30% quarter-over-quarter.
  • 35 funds opened new iShares US Healthcare Providers ETF positions in Q4 2023 and 14 closed out, a net change of +21 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2023 was Morgan Stanley, an estimated $39M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2023 was Wells Fargo, an estimated $4.02M sold.

Based on aggregated 13F filings for Q4 2023.