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iShares US Pharmaceuticals ETF
IHE

130 hedge funds and large institutions have $140M invested in iShares US Pharmaceuticals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

169% more call options, than puts

Call options by funds: $651K | Put options by funds: $242K

19% more capital invested

Capital invested by funds: $118M → $140M (+$22.1M)

15% more funds holding

Funds holding: 113 → 130 (+17)

7.34% more ownership

Funds ownership: 92.89% → 100.23% (+7.3%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.09%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
33
Reduced
32
Closed
3
Calls
$651K
Puts
$242K
Net Calls
+$409K
Net Calls Change
+$174K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.95M
2
RWP
RWA Wealth Partners
Massachusetts
+$3.59M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$3.05M
4
Goldman Sachs
Goldman Sachs
New York
+$2.42M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.79M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$4.04M
2
CCT
Chemung Canal Trust
New York
-$2.76M
3
FMP
Financial Management Professionals
Texas
-$2.72M
4
TRCT
Tower Research Capital (TRC)
New York
-$645K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$459K
Name Holding Trade Value Shares
Change 		Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$331K -$87K -1,446 -21%
JMPWA
52
JP Morgan Private Wealth Advisors
California
$330K -$1.99K -33 -0.6%
KAS
53
Kestra Advisory Services
Texas
$292K +$7.04K +117 +3%
RMAM
54
Raab & Moskowitz Asset Management
New Jersey
$286K – – –
CPC
55
Cookson Peirce & Co
Pennsylvania
$272K – – –
Mariner
56
Mariner
Kansas
$262K -$359K -5,970 -59%
NFC
57
Northeast Financial Consultants
Connecticut
$257K – – –
ASN
58
Advisory Services Network
Georgia
$256K +$361 +6 +0.1%
VWA
59
V Wealth Advisors
Kansas
$256K +$180 +3 +0.1%
EFS
60
Essex Financial Services
Connecticut
$254K – – –
AFC
61
AFT Forsyth & Company
Florida
$249K -$1.44K -24 -0.6%
Cetera Investment Advisers
62
Cetera Investment Advisers
Illinois
$245K +$18K +300 +8%
SFG
63
StrategIQ Financial Group
Indiana
$239K – – –
HighTower Advisors
64
HighTower Advisors
Illinois
$235K +$228K +3,795 New
Qube Research & Technologies (QRT)
65
Qube Research & Technologies (QRT)
United Kingdom
$226K -$55K -915 -20%
MGIA
66
Matthew Goff Investment Advisor
Texas
$224K – – –
USCWA
67
U.S. Capital Wealth Advisors
Texas
$223K – – –
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$217K -$68.9K -1,146 -25%
TCA
69
Transcend Capital Advisors
New Jersey
$209K +$203K +3,372 New
AWM
70
Axxcess Wealth Management
California
$205K +$198K +3,300 New
ESB
71
Essex Savings Bank
Connecticut
$205K +$198K +3,300 New
PCMF
72
Private Capital Management (Florida)
Florida
$205K +$198K +3,300 New
VFG
73
V2 Financial group
Illinois
$205K +$198K +3,300 New
CAM
74
Concorde Asset Management
Michigan
$202K +$196K +3,264 New
BLC
75
Brown, Lisle/Cummings
Rhode Island
$197K -$15.9K -264 -8%
1 2
3
4 5

IHE Hedge Fund Activity: Q4 2022 in Review

130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2022, worth a combined $140M — up 19% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHE positions and 3 closed out — a net gain of 18 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $4.04M.

  • 130 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $140M of iShares US Pharmaceuticals ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 21 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2022 was Bank of America, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.