iShares US Pharmaceuticals ETF
103 hedge funds and large institutions have $358M invested in iShares US Pharmaceuticals ETF in 2015 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 15 closing their positions.
26.87% more ownership
Funds ownership: 96.2% → 123.06% (+27%)
11% more capital invested
Capital invested by funds: $321M → $358M (+$36.7M)
7% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 15
1% more funds holding
Funds holding: 102 → 103 (+1)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$31.5M |
| 2 |
LPL Financial
San Diego,
California
|
+$10.4M |
| 3 |
EM
EnTrustPermal Management
New York
|
+$6.27M |
| 4 |
Morgan Stanley
New York
|
+$4.21M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Brookstone Capital Management
Wheaton,
Illinois
|
-$16.3M |
| 2 |
BWM
Braver Wealth Management
Needham,
Massachusetts
|
-$14.9M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$7.28M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$3.69M |
| 5 |
Jane Street
New York
|
-$3.43M |
IHE Hedge Fund Activity: Q4 2015 in Review
103 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2015, worth a combined $358M — up 11% from $321M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IHE positions and 15 closed out — a net gain of 1 holder — while 29 added to existing stakes and 38 trimmed.
The largest buyer was Goldman Sachs, adding an estimated $31.5M. The largest seller was Brookstone Capital Management, exiting entirely with an estimated $16.3M sold.
- 103 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2015, up from 102 in Q3 2015.
- Funds reported $358M of iShares US Pharmaceuticals ETF stock for Q4 2015, up 11% quarter-over-quarter.
- 16 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2015 and 15 closed out, a net change of +1 holder.
- The largest iShares US Pharmaceuticals ETF buyer in Q4 2015 was Goldman Sachs, an estimated $31.5M added.
- The largest iShares US Pharmaceuticals ETF seller in Q4 2015 was Brookstone Capital Management, an estimated $16.3M sold.
Based on aggregated 13F filings for Q4 2015.