We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF
IHE

125 hedge funds and large institutions have $143M invested in iShares US Pharmaceuticals ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17.9% more ownership

Funds ownership: 81.75% → 99.65% (+18%)

14% more capital invested

Capital invested by funds: $125M → $143M (+$17.5M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

2% more funds holding

Funds holding: 122 → 125 (+3)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$6.32M
2
Morgan Stanley
Morgan Stanley
New York
+$5.2M
3
Goldman Sachs
Goldman Sachs
New York
+$4.05M
4
AWS
Atria Wealth Solutions
New York
+$3.61M
5
MFG
Merit Financial Group
Georgia
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
2
Stifel Financial
Stifel Financial
Missouri
-$1.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.14M
4
SCA
Southern Capital Advisors
Tennessee
-$1.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$352K +$14.7K +231 +4%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$342K +$190 +3 +0.1%
KAS
53
Kestra Advisory Services
Texas
$316K +$16.4K +258 +6%
RMAM
54
Raab & Moskowitz Asset Management
New Jersey
$295K -$5.33K -84 -2%
ASN
55
Advisory Services Network
Georgia
$284K -$1.71K -27 -0.6%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$268K -$2.1K -33 -0.8%
NFC
57
Northeast Financial Consultants
Connecticut
$264K – – –
VWA
58
V Wealth Advisors
Kansas
$263K +$190 +3 +0.1%
EFS
59
Essex Financial Services
Connecticut
$262K – – –
AFC
60
AFT Forsyth & Company
Florida
$258K +$571 +9 +0.2%
CG
61
Colony Group
Massachusetts
$256K -$3.43K -54 -1%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$255K -$2.86K -45 -1%
SFG
63
StrategIQ Financial Group
Indiana
$246K – – –
MGIA
64
Matthew Goff Investment Advisor
Texas
$231K – – –
USCWA
65
U.S. Capital Wealth Advisors
Texas
$230K +$228K +3,597 New
Marshall Wace
66
Marshall Wace
United Kingdom
$229K -$23.2K -366 -9%
PAG
67
Private Advisor Group
New Jersey
$221K -$19.6K -309 -8%
BLC
68
Brown, Lisle/Cummings
Rhode Island
$219K -$52.4K -825 -19%
WWM
69
Western Wealth Management
Colorado
$219K +$381 +6 +0.2%
TCA
70
Transcend Capital Advisors
New Jersey
$215K +$2.86K +45 +1%
MML Investors Services
71
MML Investors Services
Massachusetts
$211K -$762 -12 -0.4%
ESB
72
Essex Savings Bank
Connecticut
$211K – – –
PCMF
73
Private Capital Management (Florida)
Florida
$211K – – –
VFG
74
V2 Financial group
Illinois
$211K – – –
WI
75
Wintrust Investments
Illinois
$205K – – –
1 2
3
4 5

IHE Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2022, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IHE positions and 11 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, opening a new position worth an estimated $6.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.87M sold.

  • 125 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2022, up from 122 in Q1 2022.
  • Funds reported $143M of iShares US Pharmaceuticals ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2022 was EWG Elevate, an estimated $6.32M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2022.