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iShares US Pharmaceuticals ETF
IHE

130 hedge funds and large institutions have $140M invested in iShares US Pharmaceuticals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

169% more call options, than puts

Call options by funds: $651K | Put options by funds: $242K

19% more capital invested

Capital invested by funds: $118M → $140M (+$22.1M)

15% more funds holding

Funds holding: 113 → 130 (+17)

7.34% more ownership

Funds ownership: 92.89% → 100.23% (+7.3%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
33
Reduced
32
Closed
3
Calls
$651K
Puts
$242K
Net Calls
+$409K
Net Calls Change
+$174K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.95M
2
RWP
RWA Wealth Partners
Massachusetts
+$3.59M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$3.05M
4
Goldman Sachs
Goldman Sachs
New York
+$2.42M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.04M
2
CCT
Chemung Canal Trust
New York
-$2.76M
3
FMP
Financial Management Professionals
Texas
-$2.72M
4
TRCT
Tower Research Capital (TRC)
New York
-$645K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
26
Massachusetts Wealth Management
Massachusetts
$989K +$962K +15,990 New
IWC
27
Integrated Wealth Concepts
Massachusetts
$956K +$40.6K +675 +5%
Osaic Holdings
28
Osaic Holdings
Arizona
$929K -$66.9K -1,113 -7%
TWC
29
TD Waterhouse Canada
Ontario, Canada
$922K -$11.4K -189 -2%
TYCC
30
Texas Yale Capital Corp
Florida
$895K – – –
William Blair & Company
31
William Blair & Company
Illinois
$818K +$180 +3 +0%
Ameriprise
32
Ameriprise
Minnesota
$783K +$56.1K +933 +7%
AMG
33
Asset Management Group
Connecticut
$761K +$9.2K +153 +1%
AWS
34
Atria Wealth Solutions
New York
$727K -$83.2K -1,383 -11%
OPS
35
Orion Portfolio Solutions
Nebraska
$688K +$20.2K +336 +3%
Vontobel Holding
36
Vontobel Holding
Switzerland
$651K +$180K +3,000 +40%
TFF
37
The Family Firm
Maryland
$645K -$70.9K -1,179 -10%
IFWM
38
Institute for Wealth Management
Colorado
$634K +$96.7K +1,608 +19%
Truist Financial
39
Truist Financial
North Carolina
$631K +$361 +6 +0.1%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$616K +$36.3K +603 +6%
MW
41
MBL Wealth
North Carolina
$591K +$17.1K +285 +3%
CCT
42
Chemung Canal Trust
New York
$572K -$2.76M -45,963 -83%
JP Morgan Chase
43
JP Morgan Chase
New York
$527K -$2.53K -42 -0.5%
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$505K +$492K +8,178 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$475K – – –
Marshall Wace
46
Marshall Wace
United Kingdom
$448K -$72.2K -1,200 -14%
CAN
47
Cetera Advisor Networks
California
$440K -$11.2K -186 -3%
Bank of Montreal
48
Bank of Montreal
Ontario, Canada
$434K -$92K -1,530 -18%
OC
49
Oppenheimer & Co
New York
$409K +$8.3K +138 +2%
Creative Planning
50
Creative Planning
Kansas
$339K -$2.35K -39 -0.7%
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IHE Hedge Fund Activity: Q4 2022 in Review

130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2022, worth a combined $140M — up 19% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHE positions and 3 closed out — a net gain of 18 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $4.04M.

  • 130 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $140M of iShares US Pharmaceuticals ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 21 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2022 was Bank of America, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.