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iShares US Pharmaceuticals ETF
IHE

Overview Fund Activity

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
Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.06%
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

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$12.4M
2
Morgan Stanley
Morgan Stanley
New York
$25M
3
Two Sigma Investments
Two Sigma Investments
New York
$4.43M
4
PCA
Pallas Capital Advisors
Massachusetts
$3.83M
5
Goldman Sachs
Goldman Sachs
New York
$6.57M

Top Sellers

1
RW
Rockport Wealth
Ohio
$0
2
Fisher Asset Management
Fisher Asset Management
Washington
$212M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$303K
4
SCA
Southern Capital Advisors
Tennessee
$0
5
KDA
Kraft Davis & Associates
Missouri
$251K
Name Holding Trade Value Shares
Change 		Shares
Change %
ST
26
Spinnaker Trust
Maine
$1.19M – – –
GC
27
Grimes & Company
Massachusetts
$967K +$967K +14,715 New
MWM
28
Massachusetts Wealth Management
Massachusetts
$950K -$5.92K -90 -0.6%
IWC
29
Integrated Wealth Concepts
Massachusetts
$916K -$76.4K -1,162 -8%
Creative Planning
30
Creative Planning
Kansas
$915K +$478K +7,277 +110%
HighTower Advisors
31
HighTower Advisors
Illinois
$897K +$17.2K +261 +2%
TYCC
32
Texas Yale Capital Corp
Florida
$883K – – –
Fidelity Investments
33
Fidelity Investments
Massachusetts
$876K -$16.8K -256 -2%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$849K +$487K +7,412 +134%
AMG
35
Asset Management Group
Connecticut
$832K +$2.63K +40 +0.3%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$779K -$9.53K -145 -1%
Truist Financial
37
Truist Financial
North Carolina
$739K +$235K +3,576 +47%
IFWM
38
Institute for Wealth Management
Colorado
$722K -$2.3K -35 -0.3%
Envestnet Asset Management
39
Envestnet Asset Management
Illinois
$711K -$171K -2,606 -19%
BCI
40
Brinker Capital Investments
Pennsylvania
$688K +$21.1K +321 +3%
OPS
41
Orion Portfolio Solutions
Nebraska
$688K +$21.1K +321 +3%
Osaic Holdings
42
Osaic Holdings
Arizona
$661K +$475K +16,371 +255%
TFF
43
The Family Firm
Maryland
$661K +$2.04K +31 +0.3%
Stifel Financial
44
Stifel Financial
Missouri
$628K +$628K +9,555 New
SWA
45
Stratos Wealth Advisors
Ohio
$559K +$326K +4,963 +140%
CRI
46
Commonwealth Retirement Investments
Virginia
$536K +$536K +8,157 New
ST
47
Sabal Trust
Florida
$490K +$490K +7,461 New
AFG
48
Arkansas Financial Group
Arkansas
$455K -$115K -1,746 -20%
OC
49
Oppenheimer & Co
New York
$446K – – –
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$440K +$17.1K +261 +4%
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