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iShares US Pharmaceuticals ETF
IHE

112 hedge funds and large institutions have $104M invested in iShares US Pharmaceuticals ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $98.2M → $104M (+$5.97M)

2% more funds holding

Funds holding: 110 → 112 (+2)

0.24% less ownership

Funds ownership: 78.45% → 78.21% (-0.24%)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$2.33M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.07M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.63M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$612K
4
Goldman Sachs
Goldman Sachs
New York
-$556K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
CLOS
26
Compagnie Lombard Odier SCmA
Switzerland
$878K +$837K +13,200 New
JMPWA
27
JP Morgan Private Wealth Advisors
California
$861K +$357K +5,622 +77%
FTUS
28
Flow Traders U.S.
New York
$807K -$169K -2,658 -18%
AMG
29
Asset Management Group
Connecticut
$800K +$6.47K +102 +0.9%
OPS
30
Orion Portfolio Solutions
Nebraska
$727K +$166K +2,622 +32%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$723K +$28K +441 +4%
Truist Financial
32
Truist Financial
North Carolina
$631K -$612K -9,654 -50%
Rockefeller Capital Management
33
Rockefeller Capital Management
New York
$509K -$51.8K -816 -10%
CAN
34
Cetera Advisor Networks
California
$441K +$12.9K +204 +3%
JP Morgan Chase
35
JP Morgan Chase
New York
$436K +$38.8K +612 +10%
OC
36
Oppenheimer & Co
New York
$429K – – –
IFWM
37
Institute for Wealth Management
Colorado
$413K +$98.9K +1,560 +34%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$367K -$355K -5,604 -50%
RMAM
39
Raab & Moskowitz Asset Management
New Jersey
$358K -$1.14K -18 -0.3%
Fidelity Investments
40
Fidelity Investments
Massachusetts
$354K +$34.2K +540 +11%
Ameriprise
41
Ameriprise
Minnesota
$351K +$11.6K +183 +4%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$328K +$7.8K +123 +3%
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$319K – – –
KAS
44
Kestra Advisory Services
Texas
$309K -$47K -741 -14%
BAM
45
Belpointe Asset Management
Nevada
$303K -$9.89K -156 -3%
ASN
46
Advisory Services Network
Georgia
$297K -$4.95K -78 -2%
Cetera Investment Advisers
47
Cetera Investment Advisers
Illinois
$286K -$1.33K -21 -0.5%
NFC
48
Northeast Financial Consultants
Connecticut
$275K – – –
CG
49
Colony Group
Massachusetts
$274K +$261K +4,113 New
BLC
50
Brown, Lisle/Cummings
Rhode Island
$270K +$258K +4,065 New
1
2
3 4 5

IHE Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2021, worth a combined $104M — up 6.1% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHE positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $2.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.63M sold.

  • 112 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $104M of iShares US Pharmaceuticals ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 17 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2021 was Arlington Financial Advisors, an estimated $2.33M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2021.