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iShares US Healthcare Providers ETF

203 hedge funds and large institutions have $353M invested in iShares US Healthcare Providers ETF in 2024 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 39 increasing their positions, 74 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 18

1% more capital invested

Capital invested by funds: $349M → $353M (+$3.6M)

0% more funds holding

Funds holding: 202203 (+1)

0.76% less ownership

Funds ownership: 46.58%45.82% (-0.76%)

47% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 74

Holders
203
Holders Change
+1
Holders Change %
+0.5%
% of All Funds
2.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
20
Increased
39
Reduced
74
Closed
18
Calls
$291K
Puts
Net Calls
+$291K
Net Calls Change
+$888K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$44.1M -$1.13M -20,223 -3%
Mercer Global Advisors
2
Mercer Global Advisors
Colorado
$42.1M -$1.99M -35,652 -5%
Bank of America
3
Bank of America
North Carolina
$23.8M +$730K +13,076 +3%
WBG
4
Wharton Business Group
Pennsylvania
$19.2M
LPL Financial
5
LPL Financial
California
$16.3M -$700K -12,536 -4%
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$13.7M -$2.63M -47,193 -16%
Goldman Sachs
7
Goldman Sachs
New York
$13.6M -$10M -179,334 -43%
Wells Fargo
8
Wells Fargo
California
$11.6M -$621K -11,119 -5%
UBS Group
9
UBS Group
Switzerland
$8.1M +$779K +13,962 +11%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$7.56M -$1.85M -33,087 -20%
FDCDDQ
11
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.4M +$192K +3,440 +3%
Cetera Investment Advisers
12
Cetera Investment Advisers
Illinois
$6.98M -$157K -2,808 -2%
KWM
13
Kingsview Wealth Management
Oregon
$6.68M +$91K +1,630 +1%
Ameriprise
14
Ameriprise
Minnesota
$5.85M -$98K -1,756 -2%
MC
15
Martin & Co
Tennessee
$4.92M -$22.7K -407 -0.5%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.55M -$62.9K -1,127 -1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$4.55M -$39.2K -703 -0.9%
Two Sigma Investments
18
Two Sigma Investments
New York
$4.28M +$3.85M +68,922 +1,130%
Northwestern Mutual Wealth Management
19
Northwestern Mutual Wealth Management
Wisconsin
$4.12M +$180K +3,228 +5%
HighTower Advisors
20
HighTower Advisors
Illinois
$4.09M -$250K -4,478 -6%
AAS
21
Avantax Advisory Services
Texas
$4.05M -$34.6K -619 -0.9%
LG
22
Leuthold Group
Minnesota
$4.02M +$754K +13,506 +24%
PF
23
Phoenix Financial
Israel
$3.96M -$10.7K -192 -0.3%
MFG
24
Merit Financial Group
Georgia
$3.69M +$43.4K +778 +1%
PGFC
25
Peapack-Gladstone Financial Corp
New Jersey
$3.69M -$119K -2,127 -3%

IHF Hedge Fund Activity: Q3 2024 in Review

203 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q3 2024, worth a combined $353M — up 1% from $349M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IHF positions and 18 closed out — a net gain of 2 holders — while 39 added to existing stakes and 74 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $3.85M. The largest seller was Goldman Sachs, cutting an estimated $10M.

  • 203 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q3 2024, up from 202 in Q2 2024.
  • Funds reported $353M of iShares US Healthcare Providers ETF stock for Q3 2024, up 1% quarter-over-quarter.
  • 20 funds opened new iShares US Healthcare Providers ETF positions in Q3 2024 and 18 closed out, a net change of +2 holders.
  • The largest iShares US Healthcare Providers ETF buyer in Q3 2024 was Two Sigma Investments, an estimated $3.85M added.
  • The largest iShares US Healthcare Providers ETF seller in Q3 2024 was Goldman Sachs, an estimated $10M sold.

Based on aggregated 13F filings for Q3 2024.