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iShares US Pharmaceuticals ETF

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143155 (+12)

2.58% more ownership

Funds ownership: 56.66%59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
ST
26
Spinnaker Trust
Maine
$1.19M
GC
27
Grimes & Company
Massachusetts
$967K +$1.01M +14,715 New
MWM
28
Massachusetts Wealth Management
Massachusetts
$950K -$6.19K -90 -0.6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$916K -$80K -1,162 -8%
Creative Planning
30
Creative Planning
Kansas
$915K +$501K +7,277 +110%
HighTower Advisors
31
HighTower Advisors
Illinois
$897K +$18K +261 +2%
TYCC
32
Texas Yale Capital Corp
Florida
$883K
Fidelity Investments
33
Fidelity Investments
Massachusetts
$876K -$17.6K -256 -2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$849K +$510K +7,412 +134%
AMG
35
Asset Management Group
Connecticut
$832K +$2.75K +40 +0.3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$779K -$9.98K -145 -1%
Truist Financial
37
Truist Financial
North Carolina
$739K +$246K +3,576 +47%
IFWM
38
Institute for Wealth Management
Colorado
$722K -$2.41K -35 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$711K -$179K -2,606 -19%
BCI
40
Brinker Capital Investments
Pennsylvania
$688K +$22.1K +321 +3%
OPS
41
Orion Portfolio Solutions
Nebraska
$688K +$22.1K +321 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$661K +$1.13M +16,371 +255%
TFF
43
The Family Firm
Maryland
$661K +$2.13K +31 +0.3%
Stifel Financial
44
Stifel Financial
Missouri
$628K +$657K +9,555 New
SWA
45
Stratos Wealth Advisors
Ohio
$559K +$341K +4,963 +140%
CRI
46
Commonwealth Retirement Investments
Virginia
$536K +$561K +8,157 New
ST
47
Sabal Trust
Florida
$490K +$513K +7,461 New
AFG
48
Arkansas Financial Group
Arkansas
$455K -$120K -1,746 -20%
OC
49
Oppenheimer & Co
New York
$446K
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$440K +$18K +261 +4%

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.