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iShares US Pharmaceuticals ETF
IHE

125 hedge funds and large institutions have $143M invested in iShares US Pharmaceuticals ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17.9% more ownership

Funds ownership: 81.75% → 99.65% (+18%)

14% more capital invested

Capital invested by funds: $125M → $143M (+$17.5M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

2% more funds holding

Funds holding: 122 → 125 (+3)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$6.32M
2
Morgan Stanley
Morgan Stanley
New York
+$5.2M
3
Goldman Sachs
Goldman Sachs
New York
+$4.05M
4
AWS
Atria Wealth Solutions
New York
+$3.61M
5
MFG
Merit Financial Group
Georgia
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
2
Stifel Financial
Stifel Financial
Missouri
-$1.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.14M
4
SCA
Southern Capital Advisors
Tennessee
-$1.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$1.2M -$547K -8,616 -32%
PP
27
Patten & Patten
Tennessee
$1.15M -$1.91K -30 -0.2%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$1.09M +$406K +6,387 +60%
BCM
29
Brookstone Capital Management
Illinois
$967K +$944K +14,868 New
FMP
30
Financial Management Professionals
Texas
$951K +$945K +14,880 New
TWC
31
TD Waterhouse Canada
Ontario, Canada
$951K +$6.09K +96 +0.8%
TYCC
32
Texas Yale Capital Corp
Florida
$922K – – –
IWC
33
Integrated Wealth Concepts
Massachusetts
$913K -$41.9K -660 -4%
Ameriprise
34
Ameriprise
Minnesota
$824K +$500K +7,875 +158%
William Blair & Company
35
William Blair & Company
Illinois
$817K +$755K +11,889 +1,321%
AMG
36
Asset Management Group
Connecticut
$774K +$3.05K +48 +0.4%
TFF
37
The Family Firm
Maryland
$750K -$18.1K -285 -2%
OPS
38
Orion Portfolio Solutions
Nebraska
$689K -$3.05K -48 -0.4%
Truist Financial
39
Truist Financial
North Carolina
$630K +$29.7K +468 +5%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$571K -$118K -1,857 -17%
JP Morgan Chase
41
JP Morgan Chase
New York
$567K -$52.6K -828 -9%
MW
42
MBL Wealth
North Carolina
$564K +$265K +4,170 +89%
IFWM
43
Institute for Wealth Management
Colorado
$543K +$82.3K +1,296 +18%
CLOS
44
Compagnie Lombard Odier SCmA
Switzerland
$506K -$335K -5,280 -40%
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$490K +$190 +3 +0%
CAN
46
Cetera Advisor Networks
California
$413K +$2.86K +45 +0.7%
OC
47
Oppenheimer & Co
New York
$412K – – –
Fidelity Investments
48
Fidelity Investments
Massachusetts
$398K +$24K +378 +6%
Vontobel Holding
49
Vontobel Holding
Switzerland
$383K +$47.6K +750 +14%
CPC
50
Cookson Peirce & Co
Pennsylvania
$369K +$367K +5,778 New
1
2
3 4 5

IHE Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2022, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IHE positions and 11 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, opening a new position worth an estimated $6.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.87M sold.

  • 125 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2022, up from 122 in Q1 2022.
  • Funds reported $143M of iShares US Pharmaceuticals ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2022 was EWG Elevate, an estimated $6.32M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2022.