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iShares US Pharmaceuticals ETF
IHE

99 hedge funds and large institutions have $91M invested in iShares US Pharmaceuticals ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $78.9M → $91M (+$12.1M)

8.28% more ownership

Funds ownership: 67.77% → 76.05% (+8.3%)

5% more funds holding

Funds holding: 94 → 99 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
21
Closed
12
Calls
$592K
Puts
–
Net Calls
+$592K
Net Calls Change
-$133K

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$5.93M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.93M
3
Wells Fargo
Wells Fargo
California
+$1.24M
4
LPL Financial
LPL Financial
California
+$988K
5
Bank of America
Bank of America
North Carolina
+$974K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.49M
2
CFGS
Concourse Financial Group Securities
Alabama
-$3.55M
3
DS
DRW Securities
Illinois
-$568K
4
CS
Candriam SCA
Luxembourg
-$294K
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
51
AFT Forsyth & Company
Florida
$218K +$208K +3,651 New
MGIA
52
Matthew Goff Investment Advisor
Texas
$216K +$206K +3,615 New
VWA
53
V Wealth Advisors
Kansas
$211K +$201K +3,525 New
FTUS
54
Flow Traders U.S.
New York
$208K -$210K -3,684 -51%
MML Investors Services
55
MML Investors Services
Massachusetts
$206K +$197K +3,453 New
SIAG
56
Safeguard Investment Advisory Group
California
$156K +$149K +2,607 New
Citigroup
57
Citigroup
New York
$152K -$17.4K -306 -11%
Franklin Resources
58
Franklin Resources
California
$137K – – –
JPLA
59
Joseph P. Lucia & Associates
New York
$136K +$129K +2,265 New
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$125K +$3.08K +54 +3%
MAWCM
61
Mine & Arao Wealth Creation & Management
California
$101K +$171 +3 +0.2%
MPCG
62
Matrix Private Capital Group
New York
$101K +$96.6K +1,695 New
AWA
63
Arkadios Wealth Advisors
Georgia
$90K +$6.16K +108 +8%
FWP
64
FAS Wealth Partners
Kansas
$88K +$83.8K +1,470 New
SFS
65
Sowell Financial Services
Arkansas
$85K +$171 +3 +0.2%
PNC Financial Services Group
66
PNC Financial Services Group
Pennsylvania
$82K – – –
FCH
67
Freestone Capital Holdings
Washington
$81.3K – – –
BFC
68
Bedel Financial Consulting
Indiana
$76K – – –
VFA
69
Valeo Financial Advisors
Indiana
$74K – – –
SSC
70
Syverson Strege & Co
Iowa
$73K +$69.3K +1,215 New
Northwestern Mutual Wealth Management
71
Northwestern Mutual Wealth Management
Wisconsin
$71K – – –
CAAS
72
Capital Asset Advisory Services
Michigan
$68K +$2.05K +36 +3%
GWM
73
Geneos Wealth Management
Colorado
$65K +$171 +3 +0.3%
IA
74
IFP Advisors
Florida
$47K – – –
FCMT
75
Founders Capital Management (Texas)
Texas
$47K +$44.5K +780 New
1 2
3
4 5

IHE Hedge Fund Activity: Q4 2020 in Review

99 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2020, worth a combined $91M — up 15% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHE positions and 12 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $5.93M. The largest seller was Susquehanna International Group, cutting an estimated $6.49M.

  • 99 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2020, up from 94 in Q3 2020.
  • Funds reported $91M of iShares US Pharmaceuticals ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 18 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2020 and 12 closed out, a net change of +6 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $5.93M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2020 was Susquehanna International Group, an estimated $6.49M sold.

Based on aggregated 13F filings for Q4 2020.