We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF
IHE

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143 → 155 (+12)

2.58% more ownership

Funds ownership: 56.66% → 59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
–
Net Calls
+$7K
Net Calls Change
+$7K

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$12.4M
2
Morgan Stanley
Morgan Stanley
New York
+$10.6M
3
Two Sigma Investments
Two Sigma Investments
New York
+$4.64M
4
PCA
Pallas Capital Advisors
Massachusetts
+$4.01M
5
Goldman Sachs
Goldman Sachs
New York
+$2.02M

Top Sellers

Rank Fund Capital Flow
1
RW
Rockport Wealth
Ohio
-$14.5M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$8.64M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3M
4
SCA
Southern Capital Advisors
Tennessee
-$2.84M
5
KDA
Kraft Davis & Associates
Missouri
-$1.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FFBTD
51
First Financial Bank - Trust Division
Ohio
$420K – – –
QC
52
Quadrature Capital
United Kingdom
$409K +$428K +6,227 New
D.E. Shaw & Co
53
D.E. Shaw & Co
New York
$397K +$416K +6,040 New
WIC
54
Woodmont Investment Counsel
Tennessee
$366K +$384K +5,574 New
Focus Partners Wealth
55
Focus Partners Wealth
Massachusetts
$362K +$379K +5,509 New
CIA
56
Capital Investment Advisors
Georgia
$354K +$120K +1,751 +48%
USCWA
57
U.S. Capital Wealth Advisors
Texas
$353K -$39K -567 -10%
Ameriprise
58
Ameriprise
Minnesota
$344K +$66.5K +966 +23%
WAP
59
Wealthcare Advisory Partners
Pennsylvania
$340K +$46.4K +675 +15%
KAS
60
Kestra Advisory Services
Texas
$337K -$14.2K -207 -4%
CAPTRUST Financial Advisors
61
CAPTRUST Financial Advisors
North Carolina
$330K +$11.8K +171 +4%
AWM
62
Axxcess Wealth Management
California
$329K +$111K +1,607 +47%
PAG
63
Private Advisor Group
New Jersey
$312K -$100K -1,455 -23%
Susquehanna International Group
64
Susquehanna International Group
Pennsylvania
$303K -$3M -43,667 -90%
RMAM
65
Raab & Moskowitz Asset Management
New Jersey
$302K – – –
SWM
66
Spire Wealth Management
Virginia
$300K +$62.3K +906 +25%
GCP
67
GSA Capital Partners
United Kingdom
$300K +$104K +1,515 +50%
ASN
68
Advisory Services Network
Georgia
$292K +$20.2K +293 +7%
WG
69
Welch Group
Alabama
$285K +$300K +4,358 New
Wealth Enhancement Advisory Services
70
Wealth Enhancement Advisory Services
Minnesota
$282K +$73.3K +1,065 +33%
SP
71
Stonebrook Private
Michigan
$277K +$290K +4,219 New
FDCDDQ
72
Federation des caisses Desjardins du Quebec
Quebec, Canada
$274K – – –
NFC
73
Northeast Financial Consultants
Connecticut
$272K – – –
SC
74
Scotia Capital
Ontario, Canada
$271K +$284K +4,123 New
EH
75
Equitable Holdings
New York
$267K +$55.8K +811 +25%
1 2
3
4 5

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.