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iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $87.9M invested in iShares US Pharmaceuticals ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 99 → 101 (+2)

3% less capital invested

Capital invested by funds: $91M → $87.9M (-$3.08M)

1.81% less ownership

Funds ownership: 76.05% → 74.23% (-1.8%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M
4
RJA
Raymond James & Associates
Florida
+$458K
5
LPL Financial
LPL Financial
California
+$327K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$6.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
CG
Colony Group
Massachusetts
-$1.01M
4
PAG
Pinnacle Advisory Group
Maryland
-$713K
5
Morgan Stanley
Morgan Stanley
New York
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
51
MML Investors Services
Massachusetts
$208K +$3.62K +60 +2%
Citigroup
52
Citigroup
New York
$168K +$18.1K +300 +12%
Franklin Resources
53
Franklin Resources
California
$136K – – –
FDCDDQ
54
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K – – –
JPLA
55
Joseph P. Lucia & Associates
New York
$120K -$14.5K -240 -11%
CFGS
56
Concourse Financial Group Securities
Alabama
$113K -$329K -5,454 -74%
MPCG
57
Matrix Private Capital Group
New York
$100K – – –
MAWCM
58
Mine & Arao Wealth Creation & Management
California
$100K – – –
AWA
59
Arkadios Wealth Advisors
Georgia
$89K +$362 +6 +0.4%
TCWM
60
Total Clarity Wealth Management
Illinois
$89K +$90.5K +1,500 New
FWP
61
FAS Wealth Partners
Kansas
$87K – – –
SFS
62
Sowell Financial Services
Arkansas
$85K – – –
RWB
63
RMR Wealth Builders
New Jersey
$81K +$82.9K +1,374 New
SWM
64
Spire Wealth Management
Virginia
$79K +$80.3K +1,332 New
BFC
65
Bedel Financial Consulting
Indiana
$76K – – –
VFA
66
Valeo Financial Advisors
Indiana
$74K – – –
Northwestern Mutual Wealth Management
67
Northwestern Mutual Wealth Management
Wisconsin
$68K -$1.81K -30 -3%
CAAS
68
Capital Asset Advisory Services
Michigan
$67K – – –
GWM
69
Geneos Wealth Management
Colorado
$66K +$362 +6 +0.5%
AF
70
Allworth Financial
California
$64K +$65.1K +1,080 New
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$60K -$21.9K -363 -26%
FCMT
72
Founders Capital Management (Texas)
Texas
$46K – – –
IA
73
IFP Advisors
Florida
$45K -$1.45K -24 -3%
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$44K – – –
LWM
75
Liberty Wealth Management
California
$44K – – –
1 2
3
4 5

IHE Hedge Fund Activity: Q1 2021 in Review

101 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2021, worth a combined $87.9M — down 3.4% from $91M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHE positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.44M. The largest seller was Tower Research Capital (TRC), cutting an estimated $6.32M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2021, up from 99 in Q4 2020.
  • Funds reported $87.9M of iShares US Pharmaceuticals ETF stock for Q1 2021, down 3.4% quarter-over-quarter.
  • 12 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2021 and 9 closed out, a net change of +3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2021 was Wells Fargo, an estimated $5.44M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2021.