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iShares US Pharmaceuticals ETF
IHE

Overview Fund Activity

137 hedge funds and large institutions have $422M invested in iShares US Pharmaceuticals ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
27
Closed
13
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$319K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$224M
2
Morgan Stanley
2
Morgan Stanley
New York
$69M
3
TRCT
3
Tower Research Capital (TRC)
New York
$8.04M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.51M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$8.15M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.5M
4
MFG
4
Merit Financial Group
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$901K
Name Holding Trade Value Shares
Change 		Shares
Change %
BPA
26
Beacon Pointe Advisors
California
$1.14M -$121K -1,953 -10%
ST
27
Spinnaker Trust
Maine
$1.1M -$31.3K -507 -3%
PP
28
Patten & Patten
Tennessee
$1.07M -$23.5K -381 -2%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$1.02M +$664K +10,665 +186%
MWM
30
Massachusetts Wealth Management
Massachusetts
$926K -$5.56K -90 -0.6%
Osaic Holdings
31
Osaic Holdings
Arizona
$901K -$1.46M -23,595 -62%
TYCC
32
Texas Yale Capital Corp
Florida
$892K – – –
Truist Financial
33
Truist Financial
North Carolina
$872K +$9.83K +159 +1%
IWC
34
Integrated Wealth Concepts
Massachusetts
$857K +$16.7K +270 +2%
AMG
35
Asset Management Group
Connecticut
$769K +$5.56K +90 +0.7%
TWC
36
TD Waterhouse Canada
Ontario, Canada
$757K -$51.1K -678 -6%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$750K +$340K +5,508 +83%
OPS
38
Orion Portfolio Solutions
Nebraska
$702K -$66.3K -1,035 -9%
BCI
39
Brinker Capital Investments
Pennsylvania
$702K -$66.3K -1,035 -9%
IFWM
40
Institute for Wealth Management
Colorado
$674K +$49.7K +804 +8%
WG
41
Welch Group
Alabama
$657K +$657K +10,626 New
TFF
42
The Family Firm
Maryland
$639K +$20.6K +333 +3%
AWS
43
Atria Wealth Solutions
New York
$626K +$53.8K +870 +9%
SVWAG
44
Sound View Wealth Advisors Group
Georgia
$505K +$505K +8,178 New
Stifel Financial
45
Stifel Financial
Missouri
$505K -$554K -8,958 -52%
CAN
46
Cetera Advisor Networks
California
$455K +$556 +9 +0.1%
GCP
47
GSA Capital Partners
United Kingdom
$436K +$154K +2,490 +55%
Fidelity Investments
48
Fidelity Investments
Massachusetts
$424K +$151K +2,451 +56%
OC
49
Oppenheimer & Co
New York
$419K +$12.1K +195 +3%
Ameriprise
50
Ameriprise
Minnesota
$369K -$91.4K -1,479 -20%
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