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iShares US Pharmaceuticals ETF
IHE

127 hedge funds and large institutions have $127M invested in iShares US Pharmaceuticals ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

2.23% more ownership

Funds ownership: 100.23% → 102.46% (+2.2%)

2% less funds holding

Funds holding: 130 → 127 (-3)

9% less capital invested

Capital invested by funds: $140M → $127M (-$13.2M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
29
Closed
18
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$12K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$5.81M
2
RJA
Raymond James & Associates
Florida
+$4.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.92M
4
Jane Street
Jane Street
New York
+$2.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.52M
3
RWP
RWA Wealth Partners
Massachusetts
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
RMAM
51
Raab & Moskowitz Asset Management
New Jersey
$269K – – –
CRC
52
Curi RMB Capital
Illinois
$267K +$275K +4,563 New
CPC
53
Cookson Peirce & Co
Pennsylvania
$259K +$2.89K +48 +1%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$258K +$266K +4,419 New
KAS
55
Kestra Advisory Services
Texas
$251K -$24.8K -411 -9%
Mariner
56
Mariner
Kansas
$247K +$1.08K +18 +0.4%
NFC
57
Northeast Financial Consultants
Connecticut
$242K – – –
ASN
58
Advisory Services Network
Georgia
$241K – – –
VWA
59
V Wealth Advisors
Kansas
$241K +$181 +3 +0.1%
EFS
60
Essex Financial Services
Connecticut
$240K – – –
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$235K +$4.34K +72 +2%
AFC
62
AFT Forsyth & Company
Florida
$232K -$2.53K -42 -1%
SFG
63
StrategIQ Financial Group
Indiana
$225K – – –
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$221K +$17.3K +288 +8%
PAG
65
Private Advisor Group
New Jersey
$215K +$222K +3,684 New
MGIA
66
Matthew Goff Investment Advisor
Texas
$211K – – –
MML Investors Services
67
MML Investors Services
Massachusetts
$211K +$218K +3,615 New
USCWA
68
U.S. Capital Wealth Advisors
Texas
$210K – – –
IWM
69
IHT Wealth Management
Illinois
$206K +$212K +3,525 New
HighTower Advisors
70
HighTower Advisors
Illinois
$202K -$22.4K -372 -10%
Koshinski Asset Management
71
Koshinski Asset Management
Illinois
$200K +$206K +3,426 New
BLC
72
Brown, Lisle/Cummings
Rhode Island
$185K – – –
Qube Research & Technologies (QRT)
73
Qube Research & Technologies (QRT)
United Kingdom
$160K -$54K -897 -25%
Northwestern Mutual Wealth Management
74
Northwestern Mutual Wealth Management
Wisconsin
$129K +$181 +3 +0.1%
Franklin Resources
75
Franklin Resources
California
$125K – – –
1 2
3
4 5

IHE Hedge Fund Activity: Q1 2023 in Review

127 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2023, worth a combined $127M — down 9.4% from $140M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IHE and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $5.81M. The largest seller was Wells Fargo, cutting an estimated $8.47M.

  • 127 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $127M of iShares US Pharmaceuticals ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2023 and 18 closed out, a net change of -3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2023 was RiverFront Investment Group, an estimated $5.81M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2023 was Wells Fargo, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2023.