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iShares US Pharmaceuticals ETF
IHE

149 hedge funds and large institutions have $345M invested in iShares US Pharmaceuticals ETF in 2025 Q1 according to their latest regulatory filings, with 19 funds opening new positions, 34 increasing their positions, 43 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

4% less capital invested

Capital invested by funds: $359M → $345M (-$14.6M)

3.38% less ownership

Funds ownership: 59.25% → 55.86% (-3.4%)

4% less funds holding

Funds holding: 155 → 149 (-6)

14% less first-time investments, than exits

New positions opened: 19 | Existing positions closed: 22

21% less repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 43

Holders
149
Holders Change
-6
Holders Change %
-3.87%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
34
Reduced
43
Closed
22
Calls
$212K
Puts
–
Net Calls
+$212K
Net Calls Change
+$205K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.02M
2
LPL Financial
LPL Financial
California
+$2.69M
3
ClearBridge Investments
ClearBridge Investments
New York
+$1.87M
4
TRCT
Tower Research Capital (TRC)
New York
+$1,000K
5
GS
GTS Securities
New York
+$501K

Top Sellers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
-$12.2M
2
Morgan Stanley
Morgan Stanley
New York
-$11.7M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$5.82M
4
Two Sigma Investments
Two Sigma Investments
New York
-$4.43M
5
PCA
Pallas Capital Advisors
Massachusetts
-$3.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
USCWA
51
U.S. Capital Wealth Advisors
Texas
$379K – – –
KAS
52
Kestra Advisory Services
Texas
$371K +$9.66K +139 +3%
CAPTRUST Financial Advisors
53
CAPTRUST Financial Advisors
North Carolina
$359K +$4.1K +59 +1%
RMAM
54
Raab & Moskowitz Asset Management
New Jersey
$339K +$14.2K +204 +4%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$331K -$33.4K -481 -9%
PAG
56
Private Advisor Group
New Jersey
$328K -$6.88K -99 -2%
SWM
57
Spire Wealth Management
Virginia
$322K -$208 -3 -0.1%
ASN
58
Advisory Services Network
Georgia
$303K -$9.94K -143 -3%
FDCDDQ
59
Federation des caisses Desjardins du Quebec
Quebec, Canada
$295K – – –
NFC
60
Northeast Financial Consultants
Connecticut
$292K – – –
Ameriprise
61
Ameriprise
Minnesota
$282K -$85.7K -1,233 -24%
Mercer Global Advisors
62
Mercer Global Advisors
Colorado
$281K -$1.74K -25 -0.6%
WA
63
Waverly Advisors
Alabama
$276K – – –
MGIA
64
Matthew Goff Investment Advisor
Texas
$255K – – –
AF
65
Apexium Financial
Texas
$245K +$486 +7 +0.2%
SFA
66
Sequoia Financial Advisors
Ohio
$242K – – –
AFC
67
AFT Forsyth & Company
Florida
$242K +$625 +9 +0.3%
PCMF
68
Private Capital Management (Florida)
Florida
$242K +$238K +3,425 New
P
69
&Partners
Tennessee
$240K -$3.82K -55 -2%
CSP
70
Cary Street Partners
Virginia
$235K – – –
ESB
71
Essex Savings Bank
Connecticut
$233K – – –
VFG
72
V2 Financial group
Illinois
$233K – – –
MML Investors Services
73
MML Investors Services
Massachusetts
$232K +$16K +230 +8%
SWA
74
Stratos Wealth Advisors
Ohio
$232K -$362K -5,214 -61%
KDA
75
Kraft Davis & Associates
Missouri
$231K – – –
1 2
3
4 5

IHE Hedge Fund Activity: Q1 2025 in Review

149 of the 7,457 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2025, worth a combined $345M — down 4.1% from $359M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IHE and 19 opened new positions — a net loss of 3 holders — while 43 trimmed existing stakes and 34 added.

The largest buyer was Susquehanna International Group, adding an estimated $3.02M. The largest seller was JP Morgan Chase, cutting an estimated $12.2M.

  • 149 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2025, down from 155 in Q4 2024.
  • Funds reported $345M of iShares US Pharmaceuticals ETF stock for Q1 2025, down 4.1% quarter-over-quarter.
  • 19 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2025 and 22 closed out, a net change of -3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2025 was Susquehanna International Group, an estimated $3.02M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2025 was JP Morgan Chase, an estimated $12.2M sold.

Based on aggregated 13F filings for Q1 2025.