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iShares US Pharmaceuticals ETF
IHE

Overview Fund Activity

128 hedge funds and large institutions have $117M invested in iShares US Pharmaceuticals ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 34 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
128
Holders Change
+8
Holders Change %
+6.67%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
34
Closed
5
Calls
$320K
Puts
–
Net Calls
+$320K
Net Calls Change
-$92K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$11.3M
2
Citadel Advisors
2
Citadel Advisors
Florida
$1.3M
3
Stifel Financial
3
Stifel Financial
Missouri
$1.01M
4
OCM
4
One Capital Management
California
$379K
5
SWA
5
Stratos Wealth Advisors
Ohio
$330K

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$3.66M
2
Fisher Asset Management
2
Fisher Asset Management
Washington
$3.77M
3
Bank of Montreal
3
Bank of Montreal
Ontario, Canada
$365K
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6.58M
5
Qube Research & Technologies (QRT)
5
Qube Research & Technologies (QRT)
United Kingdom
$124K
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
26
Massachusetts Wealth Management
Massachusetts
$889K -$44.2K -750 -5%
TYCC
27
Texas Yale Capital Corp
Florida
$851K – – –
Truist Financial
28
Truist Financial
North Carolina
$823K -$13.6K -231 -2%
IWC
29
Integrated Wealth Concepts
Massachusetts
$802K -$9.56K -162 -1%
TWC
30
TD Waterhouse Canada
Ontario, Canada
$766K -$2.14K -30 -0.3%
AMG
31
Asset Management Group
Connecticut
$729K – – –
OPS
32
Orion Portfolio Solutions
Nebraska
$707K -$41.4K -702 -6%
BCI
33
Brinker Capital Investments
Pennsylvania
$707K -$41.4K -702 -6%
RJFSA
34
Raymond James Financial Services Advisors
Florida
$665K -$4.6K -78 -0.7%
IFWM
35
Institute for Wealth Management
Colorado
$596K -$8.85K -150 -1%
TFF
36
The Family Firm
Maryland
$590K -$24.4K -414 -4%
AWS
37
Atria Wealth Solutions
New York
$549K -$719K -12,120 -57%
Ameriprise
38
Ameriprise
Minnesota
$440K +$149K +2,532 +51%
CAN
39
Cetera Advisor Networks
California
$434K – – –
JPMorgan Chase & Co
40
JPMorgan Chase & Co
New York
$391K -$31.1K -528 -7%
OC
41
Oppenheimer & Co
New York
$389K – – –
OCM
42
One Capital Management
California
$379K +$379K +6,420 New
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$365K -$3.54M -55,848 -91%
HighTower Advisors
44
HighTower Advisors
Illinois
$343K +$91.7K +1,557 +36%
TRCT
45
Tower Research Capital (TRC)
New York
$332K -$10.6K -180 -3%
SWA
46
Stratos Wealth Advisors
Ohio
$330K +$330K +5,589 New
Creative Planning
47
Creative Planning
Kansas
$316K -$34.9K -591 -10%
CI
48
CX Institutional
Indiana
$300K +$300K +5,085 New
KAS
49
Kestra Advisory Services
Texas
$274K -$11K -186 -4%
RMAM
50
Raab & Moskowitz Asset Management
New Jersey
$272K – – –
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