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iShares US Pharmaceuticals ETF
IHE

Overview Fund Activity

137 hedge funds and large institutions have $422M invested in iShares US Pharmaceuticals ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2.01%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
27
Closed
13
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$319K

Top Buyers

1
Fisher Asset Management
1
Fisher Asset Management
Washington
$224M
2
Morgan Stanley
2
Morgan Stanley
New York
$69M
3
TRCT
3
Tower Research Capital (TRC)
New York
$8.04M
4
Bank of America
4
Bank of America
North Carolina
$12.4M
5
Citadel Advisors
5
Citadel Advisors
Florida
$5.51M

Top Sellers

1
Susquehanna International Group
1
Susquehanna International Group
Pennsylvania
$0
2
RJA
2
Raymond James & Associates
Florida
$8.15M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.5M
4
MFG
4
Merit Financial Group
Georgia
$0
5
Osaic Holdings
5
Osaic Holdings
Arizona
$901K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
51
HighTower Advisors
Illinois
$361K +$928 +15 +0.3%
CAPTRUST Financial Advisors
52
CAPTRUST Financial Advisors
North Carolina
$360K +$360K +5,820 New
Creative Planning
53
Creative Planning
Kansas
$356K +$24.5K +396 +7%
RMAM
54
Raab & Moskowitz Asset Management
New Jersey
$324K +$38.6K +624 +14%
KAS
55
Kestra Advisory Services
Texas
$294K +$6.49K +105 +2%
NA
56
NewEdge Advisors
Louisiana
$268K +$209K +3,387 +354%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$264K +$41.7K +675 +19%
CI
58
CX Institutional
Indiana
$258K -$56.2K -909 -18%
NFC
59
Northeast Financial Consultants
Connecticut
$256K – – –
EFS
60
Essex Financial Services
Connecticut
$253K – – –
PAG
61
Private Advisor Group
New Jersey
$253K +$24.7K +399 +11%
ASN
62
Advisory Services Network
Georgia
$249K – – –
SFG
63
StrategIQ Financial Group
Indiana
$238K – – –
CIA
64
Capital Investment Advisors
Georgia
$235K +$235K +3,804 New
GAA
65
Guardian Asset Advisors
Pennsylvania
$235K +$235K +3,795 New
BGAI
66
Bruce G. Allen Investments
Colorado
$233K +$233K +3,765 New
RPA
67
Rock Point Advisors
Vermont
$225K +$225K +3,633 New
MGIA
68
Matthew Goff Investment Advisor
Texas
$223K – – –
SW
69
SteelPeak Wealth
California
$218K +$1.67K +27 +0.8%
AFC
70
AFT Forsyth & Company
Florida
$216K -$29.7K -480 -12%
AF
71
Apexium Financial
Texas
$213K +$741 +12 +0.3%
TCA
72
Transcend Capital Advisors
New Jersey
$208K +$208K +3,372 New
AWM
73
Axxcess Wealth Management
California
$207K +$207K +3,348 New
VFG
74
V2 Financial group
Illinois
$204K +$204K +3,300 New
ESB
75
Essex Savings Bank
Connecticut
$204K +$204K +3,300 New
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3
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