iShares US Pharmaceuticals ETF
63 hedge funds and large institutions have $157M invested in iShares US Pharmaceuticals ETF in 2013 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 27 increasing their positions, 18 reducing their positions, and 7 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 18
0% more funds holding
Funds holding: 63 → 63 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
5% less capital invested
Capital invested by funds: $164M → $157M (-$7.67M)
12.55% less ownership
Funds ownership: 107.64% → 95.09% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$4.94M |
| 2 |
Wells Fargo
San Francisco,
California
|
+$1.87M |
| 3 |
Morgan Stanley
New York
|
+$838K |
| 4 |
SG Americas Securities
New York
|
+$750K |
| 5 |
Brown Advisory
Baltimore,
Maryland
|
+$413K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$9.83M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$6.13M |
| 3 |
Rafferty Asset Management
New York
|
-$5.77M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.72M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$1.84M |
IHE Hedge Fund Activity: Q3 2013 in Review
63 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2013, worth a combined $157M — down 4.7% from $164M a quarter earlier.
Fund positioning in IHE was balanced in Q3 2013: 7 funds opened new positions, 7 closed out, 27 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $4.94M. The largest seller was Fidelity Investments, exiting entirely with an estimated $9.83M sold.
- 63 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $157M of iShares US Pharmaceuticals ETF stock for Q3 2013, down 4.7% quarter-over-quarter.
- 7 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2013 and 7 closed out, a net change of 0 holders.
- The largest iShares US Pharmaceuticals ETF buyer in Q3 2013 was Raymond James Financial Services Advisors, an estimated $4.94M added.
- The largest iShares US Pharmaceuticals ETF seller in Q3 2013 was Fidelity Investments, an estimated $9.83M sold.
Based on aggregated 13F filings for Q3 2013.