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iShares US Pharmaceuticals ETF

76 hedge funds and large institutions have $202M invested in iShares US Pharmaceuticals ETF in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 18 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

500% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 3

29% more capital invested

Capital invested by funds: $157M → $202M (+$45.3M)

28% more repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 18

21% more funds holding

Funds holding: 6376 (+13)

11.86% more ownership

Funds ownership: 95.09%106.95% (+12%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
76
Holders Change
+13
Holders Change %
+20.63%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
23
Reduced
18
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
Gradient Investments
Minnesota
$5K
BC
77
Bartlett & Co
Ohio
$4K
CCM
78
Condor Capital Management
New Jersey
-$261K -7,368 Closed
BRWA
79
B. Riley Wealth Advisors
Florida
-$161K -4,530 Closed
SF
80
Synovus Financial
Georgia
-$67K -1,893 Closed

IHE Hedge Fund Activity: Q4 2013 in Review

76 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2013, worth a combined $202M — up 29% from $157M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHE positions and 3 closed out — a net gain of 15 holders — while 23 added to existing stakes and 18 trimmed.

The largest buyer was Clark Capital Management Group, opening a new position worth an estimated $4.62M. The largest seller was Brinker Capital Investments, cutting an estimated $2.82M.

  • 76 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2013, up from 63 in Q3 2013.
  • Funds reported $202M of iShares US Pharmaceuticals ETF stock for Q4 2013, up 29% quarter-over-quarter.
  • 18 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2013 and 3 closed out, a net change of +15 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2013 was Clark Capital Management Group, an estimated $4.62M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2013 was Brinker Capital Investments, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2013.