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iShares US Healthcare Providers ETF

198 hedge funds and large institutions have $1.08B invested in iShares US Healthcare Providers ETF in 2024 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 39 increasing their positions, 70 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

324% more call options, than puts

Call options by funds: $509K | Put options by funds: $120K

206% more capital invested

Capital invested by funds: $353M → $1.08B (+$727M)

4% more first-time investments, than exits

New positions opened: 28 | Existing positions closed: 27

2% less funds holding

Funds holding: 203198 (-5)

5.14% less ownership

Funds ownership: 45.82%40.68% (-5.1%)

44% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 70

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
2.61%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
28
Increased
39
Reduced
70
Closed
27
Calls
$509K
Puts
$120K
Net Calls
+$389K
Net Calls Change
+$98K
Name Holding Trade Value Shares
Change
Change in
Stake
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$814M -$3.27K -62 -0.4%
Morgan Stanley
2
Morgan Stanley
New York
$40.3M +$3.58M +67,889 +9%
Bank of America
3
Bank of America
North Carolina
$18.5M -$1.67M -31,705 -8%
WBG
4
Wharton Business Group
Pennsylvania
$16.1M -$27.5K -520 -0.2%
LPL Financial
5
LPL Financial
California
$14M +$368K +6,972 +2%
KWM
6
Kingsview Wealth Management
Oregon
$11M +$5.91M +111,940 +96%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$10.3M -$1.39M -26,367 -11%
Wells Fargo
8
Wells Fargo
California
$9.89M +$176K +3,325 +2%
Two Sigma Investments
9
Two Sigma Investments
New York
$7.88M +$4.7M +89,100 +119%
UBS Group
10
UBS Group
Switzerland
$7.47M +$733K +13,888 +10%
Mercer Global Advisors
11
Mercer Global Advisors
Colorado
$7.15M -$31.7M -600,174 -80%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.56M +$375K +7,102 +5%
Cetera Investment Advisers
13
Cetera Investment Advisers
Illinois
$5.74M -$138K -2,623 -2%
Goldman Sachs
14
Goldman Sachs
New York
$5.62M -$6.43M -121,824 -51%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$5.48M -$963K -18,235 -14%
Raymond James Financial
16
Raymond James Financial
Florida
$4.83M +$5.32M +100,729 New
Ameriprise
17
Ameriprise
Minnesota
$4.18M -$808K -15,299 -15%
MC
18
Martin & Co
Tennessee
$3.95M -$202K -3,835 -4%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$3.43M -$436K -8,253 -10%
AAS
20
Avantax Advisory Services
Texas
$3.34M -$73.2K -1,387 -2%
PF
21
Phoenix Financial
Israel
$3.33M
MFG
22
Merit Financial Group
Georgia
$3.1M -$1.48K -28 -0%
Osaic Holdings
23
Osaic Holdings
Arizona
$3.09M +$126K +2,392 +4%
PGFC
24
Peapack-Gladstone Financial Corp
New Jersey
$3M -$102K -1,925 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.98M -$499K -9,444 -13%

IHF Hedge Fund Activity: Q4 2024 in Review

198 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Healthcare Providers ETF (IHF) for Q4 2024, worth a combined $1.08B — up 206% from $353M a quarter earlier.

Buyers outnumbered sellers: 28 funds opened new IHF positions and 27 closed out — a net gain of 1 holder — while 39 added to existing stakes and 70 trimmed.

The largest buyer was Kingsview Wealth Management, adding an estimated $5.91M. The largest seller was Mercer Global Advisors, cutting an estimated $31.7M.

  • 198 institutional investors held iShares US Healthcare Providers ETF (IHF) as of Q4 2024, down from 203 in Q3 2024.
  • Funds reported $1.08B of iShares US Healthcare Providers ETF stock for Q4 2024, up 206% quarter-over-quarter.
  • 28 funds opened new iShares US Healthcare Providers ETF positions in Q4 2024 and 27 closed out, a net change of +1 holder.
  • The largest iShares US Healthcare Providers ETF buyer in Q4 2024 was Kingsview Wealth Management, an estimated $5.91M added.
  • The largest iShares US Healthcare Providers ETF seller in Q4 2024 was Mercer Global Advisors, an estimated $31.7M sold.

Based on aggregated 13F filings for Q4 2024.