We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $98.4M invested in iShares US Pharmaceuticals ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $87.9M → $98.4M (+$10.5M)

3.27% more ownership

Funds ownership: 74.23% → 77.5% (+3.3%)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
+$7.03M
2
UBS Group
UBS Group
Switzerland
+$2.08M
3
Wells Fargo
Wells Fargo
California
+$1.67M
4
BPA
Beacon Pointe Advisors
California
+$974K
5
Morgan Stanley
Morgan Stanley
New York
+$619K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
2
WIA
Wealthstreet Investment Advisors
Texas
-$1.08M
3
Brown Advisory
Brown Advisory
Maryland
-$457K
4
TRCT
Tower Research Capital (TRC)
New York
-$426K
5
Bank of America
Bank of America
North Carolina
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
EFS
51
Essex Financial Services
Connecticut
$204K +$201K +3,300 New
ESB
52
Essex Savings Bank
Connecticut
$203K +$201K +3,300 New
AFG
53
Arkansas Financial Group
Arkansas
$202K +$199K +3,270 New
Citigroup
54
Citigroup
New York
$195K +$18.2K +300 +11%
Franklin Resources
55
Franklin Resources
California
$142K – – –
FDCDDQ
56
Federation des caisses Desjardins du Quebec
Quebec, Canada
$130K – – –
CFGS
57
Concourse Financial Group Securities
Alabama
$129K +$10.4K +171 +9%
CG
58
Cutler Group
California
$111K +$109K +1,800 New
MPCG
59
Matrix Private Capital Group
New York
$105K – – –
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$105K +$730 +12 +0.7%
AWA
61
Arkadios Wealth Advisors
Georgia
$94K +$182 +3 +0.2%
JPLA
62
Joseph P. Lucia & Associates
New York
$92K -$32.8K -540 -27%
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$85K +$13.3K +219 +19%
SWM
64
Spire Wealth Management
Virginia
$83K +$365 +6 +0.5%
BFC
65
Bedel Financial Consulting
Indiana
$79K – – –
Qube Research & Technologies (QRT)
66
Qube Research & Technologies (QRT)
United Kingdom
$74K +$73K +1,200 New
GWM
67
Geneos Wealth Management
Colorado
$69K -$547 -9 -0.8%
AF
68
Allworth Financial
California
$67K – – –
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$63K – – –
CAAS
70
Capital Asset Advisory Services
Michigan
$57K -$12.8K -210 -18%
FWP
71
FAS Wealth Partners
Kansas
$54K -$36.7K -603 -41%
FCMT
72
Founders Capital Management (Texas)
Texas
$48K – – –
IA
73
IFP Advisors
Florida
$48K – – –
JHCP
74
Jackson Hole Capital Partners
Oklahoma
$46K – – –
LWM
75
Liberty Wealth Management
California
$46K +$365 +6 +0.8%
1 2
3
4 5

IHE Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2021, worth a combined $98.4M — up 12% from $87.9M a quarter earlier.

Fund positioning in IHE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 25 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.03M. The largest seller was Susquehanna International Group, cutting an estimated $3.61M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $98.4M of iShares US Pharmaceuticals ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 13 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2021 was Citadel Advisors, an estimated $7.03M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2021.