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iShares US Pharmaceuticals ETF

91 hedge funds and large institutions have $205M invested in iShares US Pharmaceuticals ETF in 2016 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 13 increasing their positions, 47 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

12% less funds holding

Funds holding: 10391 (-12)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

25.68% less ownership

Funds ownership: 123.06%97.38% (-26%)

43% less capital invested

Capital invested by funds: $358M → $205M (-$153M)

52% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 23

72% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 47

Holders
91
Holders Change
-12
Holders Change %
-11.65%
% of All Funds
2.42%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.08%
New
11
Increased
13
Reduced
47
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
26
Franklin Resources
California
$1.29M +$1.32M +28,245 New
CFA
27
Cahill Financial Advisors
Minnesota
$1.28M +$12.5K +267 +1%
PP
28
Patten & Patten
Tennessee
$1.26M -$246K -5,250 -16%
SI
29
SII Investments
Wisconsin
$1.16M +$14K +300 +1%
Ameriprise
30
Ameriprise
Minnesota
$1.15M +$571K +12,204 +92%
ICOA
31
Investment Centers of America
North Dakota
$970K -$19.9K -426 -2%
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$929K +$6.04K +129 +0.6%
AMG
33
Asset Management Group
Connecticut
$898K +$14K +300 +2%
Envestnet Asset Management
34
Envestnet Asset Management
Illinois
$893K -$4.21K -90 -0.5%
LTFS
35
Ladenburg Thalmann Financial Services
Florida
$798K +$213K +4,545 +35%
KCM
36
Karp Capital Management
California
$777K -$260K -5,565 -25%
Koshinski Asset Management
37
Koshinski Asset Management
Illinois
$768K -$54.2K -1,158 -6%
HH
38
Hilltop Holdings
Texas
$732K
Citadel Advisors
39
Citadel Advisors
Florida
$615K -$439K -9,384 -41%
US Bancorp
40
US Bancorp
Minnesota
$594K
Bank of New York Mellon
41
Bank of New York Mellon
New York
$577K -$25.5K -546 -4%
EC
42
Estate Counselors
Wisconsin
$545K -$1.52M -32,505 -73%
TYCC
43
Texas Yale Capital Corp
Florida
$510K
HSBC Holdings
44
HSBC Holdings
United Kingdom
$465K
ASN
45
Advisory Services Network
Georgia
$437K -$6.04K -129 -1%
BTS
46
BB&T Securities
Virginia
$418K +$30.9K +660 +8%
PAG
47
Pinnacle Advisory Group
Maryland
$394K -$77.9K -1,665 -16%
CIBC World Market
48
CIBC World Market
Ontario, Canada
$388K -$230K -4,908 -37%
BI
49
Boulegeris Investments
Georgia
$372K +$702 +15 +0.2%
JMPWA
50
JP Morgan Private Wealth Advisors
California
$365K -$17.5K -375 -4%

IHE Hedge Fund Activity: Q1 2016 in Review

91 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2016, worth a combined $205M — down 43% from $358M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IHE and 11 opened new positions — a net loss of 12 holders — while 47 trimmed existing stakes and 13 added.

The largest buyer was EFG Asset Management (Americas), opening a new position worth an estimated $7.62M. The largest seller was Morgan Stanley, cutting an estimated $22.1M.

  • 91 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2016, down from 103 in Q4 2015.
  • Funds reported $205M of iShares US Pharmaceuticals ETF stock for Q1 2016, down 43% quarter-over-quarter.
  • 11 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2016 and 23 closed out, a net change of -12 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2016 was EFG Asset Management (Americas), an estimated $7.62M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2016 was Morgan Stanley, an estimated $22.1M sold.

Based on aggregated 13F filings for Q1 2016.