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iShares US Pharmaceuticals ETF
IHE

112 hedge funds and large institutions have $104M invested in iShares US Pharmaceuticals ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $98.2M → $104M (+$5.97M)

2% more funds holding

Funds holding: 110 → 112 (+2)

0.24% less ownership

Funds ownership: 78.45% → 78.21% (-0.24%)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$2.33M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.07M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.63M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$612K
4
Goldman Sachs
Goldman Sachs
New York
-$556K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
51
AFT Forsyth & Company
Florida
$267K +$2.85K +45 +1%
SFG
52
StrategIQ Financial Group
Indiana
$257K +$245K +3,855 New
RWA
53
Roberts Wealth Advisors
California
$256K -$67.2K -1,059 -21%
PAG
54
Private Advisor Group
New Jersey
$245K -$12.7K -201 -5%
MGIA
55
Matthew Goff Investment Advisor
Texas
$241K – – –
GCP
56
GSA Capital Partners
United Kingdom
$236K +$11.8K +186 +6%
VWA
57
V Wealth Advisors
Kansas
$235K – – –
MML Investors Services
58
MML Investors Services
Massachusetts
$223K -$17.5K -276 -8%
TCA
59
Transcend Capital Advisors
New Jersey
$221K – – –
EFS
60
Essex Financial Services
Connecticut
$220K – – –
ESB
61
Essex Savings Bank
Connecticut
$220K – – –
VFG
62
V2 Financial group
Illinois
$220K – – –
Creative Planning
63
Creative Planning
Kansas
$219K +$190 +3 +0.1%
WI
64
Wintrust Investments
Illinois
$214K -$64.9K -1,023 -24%
AFG
65
Arkansas Financial Group
Arkansas
$205K +$195K +3,081 New
Northwestern Mutual Wealth Management
66
Northwestern Mutual Wealth Management
Wisconsin
$157K +$5.71K +90 +4%
Franklin Resources
67
Franklin Resources
California
$143K -$9.51K -150 -7%
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$139K – – –
CFGS
69
Concourse Financial Group Securities
Alabama
$138K – – –
NFG
70
Next Financial Group
Texas
$118K – – –
Marshall Wace
71
Marshall Wace
United Kingdom
$118K +$113K +1,776 New
MAWCM
72
Mine & Arao Wealth Creation & Management
California
$114K +$761 +12 +0.7%
MPCG
73
Matrix Private Capital Group
New York
$113K – – –
AF
74
Allworth Financial
California
$110K – – –
Koshinski Asset Management
75
Koshinski Asset Management
Illinois
$108K -$571 -9 -0.6%
1 2
3
4 5

IHE Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2021, worth a combined $104M — up 6.1% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHE positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $2.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.63M sold.

  • 112 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $104M of iShares US Pharmaceuticals ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 17 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2021 was Arlington Financial Advisors, an estimated $2.33M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2021.