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iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $98.4M invested in iShares US Pharmaceuticals ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $87.9M → $98.4M (+$10.5M)

3.27% more ownership

Funds ownership: 74.23% → 77.5% (+3.3%)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$7.03M
2
UBS Group
UBS Group
Switzerland
+$2.08M
3
Wells Fargo
Wells Fargo
California
+$1.67M
4
BPA
Beacon Pointe Advisors
California
+$974K
5
Morgan Stanley
Morgan Stanley
New York
+$619K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
2
WIA
Wealthstreet Investment Advisors
Texas
-$1.08M
3
Brown Advisory
Brown Advisory
Maryland
-$457K
4
TRCT
Tower Research Capital (TRC)
New York
-$426K
5
Bank of America
Bank of America
North Carolina
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$685K -$36.3K -597 -5%
Goldman Sachs
27
Goldman Sachs
New York
$564K +$179K +2,946 +48%
Rockefeller Capital Management
28
Rockefeller Capital Management
New York
$530K +$135K +2,217 +35%
OPS
29
Orion Portfolio Solutions
Nebraska
$529K -$50K -822 -9%
JMPWA
30
JP Morgan Private Wealth Advisors
California
$453K +$67.5K +1,110 +18%
CAN
31
Cetera Advisor Networks
California
$409K -$32.5K -534 -7%
OC
32
Oppenheimer & Co
New York
$400K – – –
JP Morgan Chase
33
JP Morgan Chase
New York
$366K -$912 -15 -0.3%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$353K +$53.8K +885 +18%
RMAM
35
Raab & Moskowitz Asset Management
New Jersey
$334K -$61.8K -1,017 -16%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$333K -$1.82K -30 -0.6%
Ameriprise
37
Ameriprise
Minnesota
$309K -$119K -1,950 -28%
Fidelity Investments
38
Fidelity Investments
Massachusetts
$295K -$11.7K -192 -4%
ASN
39
Advisory Services Network
Georgia
$281K -$77.9K -1,281 -22%
BAM
40
Belpointe Asset Management
Nevada
$280K +$912 +15 +0.3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$257K +$252K +4,146 New
NFC
42
Northeast Financial Consultants
Connecticut
$256K – – –
PAG
43
Private Advisor Group
New Jersey
$254K -$26.6K -438 -10%
KAS
44
Kestra Advisory Services
Texas
$248K +$730 +12 +0.3%
AFC
45
AFT Forsyth & Company
Florida
$246K +$19.3K +318 +9%
MGIA
46
Matthew Goff Investment Advisor
Texas
$224K – – –
VWA
47
V Wealth Advisors
Kansas
$224K +$5.47K +90 +3%
MML Investors Services
48
MML Investors Services
Massachusetts
$222K +$4.38K +72 +2%
TCA
49
Transcend Capital Advisors
New Jersey
$206K +$202K +3,327 New
VFG
50
V2 Financial group
Illinois
$204K +$201K +3,300 New
1
2
3 4 5

IHE Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2021, worth a combined $98.4M — up 12% from $87.9M a quarter earlier.

Fund positioning in IHE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 25 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.03M. The largest seller was Susquehanna International Group, cutting an estimated $3.61M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $98.4M of iShares US Pharmaceuticals ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 13 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2021 was Citadel Advisors, an estimated $7.03M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2021.