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iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $87.9M invested in iShares US Pharmaceuticals ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 99 → 101 (+2)

3% less capital invested

Capital invested by funds: $91M → $87.9M (-$3.08M)

1.81% less ownership

Funds ownership: 76.05% → 74.23% (-1.8%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M
4
RJA
Raymond James & Associates
Florida
+$458K
5
LPL Financial
LPL Financial
California
+$327K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$6.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
CG
Colony Group
Massachusetts
-$1.01M
4
PAG
Pinnacle Advisory Group
Maryland
-$713K
5
Morgan Stanley
Morgan Stanley
New York
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
OPS
26
Orion Portfolio Solutions
Nebraska
$555K -$23.7K -393 -4%
TRCT
27
Tower Research Capital (TRC)
New York
$426K -$6.32M -104,745 -94%
CAN
28
Cetera Advisor Networks
California
$423K +$36.2K +600 +9%
Ameriprise
29
Ameriprise
Minnesota
$411K -$252K -4,185 -38%
OC
30
Oppenheimer & Co
New York
$382K – – –
RMAM
31
Raab & Moskowitz Asset Management
New Jersey
$379K -$10.5K -174 -3%
Rockefeller Capital Management
32
Rockefeller Capital Management
New York
$375K +$2.35K +39 +0.6%
JMPWA
33
JP Morgan Private Wealth Advisors
California
$367K -$126K -2,097 -25%
Goldman Sachs
34
Goldman Sachs
New York
$365K +$9.77K +162 +3%
Creative Planning
35
Creative Planning
Kansas
$354K -$17K -282 -5%
JP Morgan Chase
36
JP Morgan Chase
New York
$351K -$62.1K -1,029 -15%
ASN
37
Advisory Services Network
Georgia
$345K – – –
FTUS
38
Flow Traders U.S.
New York
$344K +$140K +2,325 +67%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$320K +$5.61K +93 +2%
Citadel Advisors
40
Citadel Advisors
Florida
$304K -$2.61M -43,302 -89%
Fidelity Investments
41
Fidelity Investments
Massachusetts
$295K -$12.3K -204 -4%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$279K -$15.2K -252 -5%
PAG
43
Private Advisor Group
New Jersey
$269K – – –
BAM
44
Belpointe Asset Management
Nevada
$267K -$35.5K -588 -12%
NFC
45
Northeast Financial Consultants
Connecticut
$245K – – –
UAS
46
United Asset Strategies
New York
$240K +$244K +4,053 New
KAS
47
Kestra Advisory Services
Texas
$237K -$75.6K -1,254 -24%
AFC
48
AFT Forsyth & Company
Florida
$216K – – –
MGIA
49
Matthew Goff Investment Advisor
Texas
$214K – – –
VWA
50
V Wealth Advisors
Kansas
$209K – – –
1
2
3 4 5

IHE Hedge Fund Activity: Q1 2021 in Review

101 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2021, worth a combined $87.9M — down 3.4% from $91M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHE positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.44M. The largest seller was Tower Research Capital (TRC), cutting an estimated $6.32M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2021, up from 99 in Q4 2020.
  • Funds reported $87.9M of iShares US Pharmaceuticals ETF stock for Q1 2021, down 3.4% quarter-over-quarter.
  • 12 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2021 and 9 closed out, a net change of +3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2021 was Wells Fargo, an estimated $5.44M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2021.