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iShares US Pharmaceuticals ETF
IHE

91 hedge funds and large institutions have $83.7M invested in iShares US Pharmaceuticals ETF in 2020 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 29 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

196% more call options, than puts

Call options by funds: $1.55M | Put options by funds: $525K

38% more capital invested

Capital invested by funds: $60.8M → $83.7M (+$22.9M)

21% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 24

6.43% more ownership

Funds ownership: 66.05% → 72.49% (+6.4%)

9% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 11

1% less funds holding

Funds holding: 92 → 91 (-1)

Holders
91
Holders Change
-1
Holders Change %
-1.09%
% of All Funds
1.87%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
29
Reduced
24
Closed
11
Calls
$1.55M
Puts
$525K
Net Calls
+$1.03M
Net Calls Change
+$685K

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$5.18M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.2M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.38M
4
TRCT
Tower Research Capital (TRC)
New York
+$1.28M
5
SPIA
Steward Partners Investment Advisory
New York
+$1.18M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$976K
2
Jane Street
Jane Street
New York
-$868K
3
SRSA
S.R. Schill & Associates
Washington
-$484K
4
ST
Spinnaker Trust
Maine
-$450K
5
Wells Fargo
Wells Fargo
California
-$350K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
76
Islay Capital Management
Texas
$32K – – –
TL
77
TrueWealth LLC
Georgia
$29K +$28.7K +570 New
FFW
78
Fusion Family Wealth
New York
$26K – – –
HWA
79
HHM Wealth Advisors
Tennessee
$23K – – –
Fifth Third Bancorp
80
Fifth Third Bancorp
Ohio
$22K – – –
DSC
81
Duncker Streett & Co
Missouri
$15K – – –
HGWM
82
Harvest Group Wealth Management
Massachusetts
$12K +$151 +3 +1%
AA
83
AlphaMark Advisors
Kentucky
$8K – – –
S
84
SignatureFD
Georgia
$8K – – –
TPWA
85
TRUE Private Wealth Advisors
Oregon
$6K – – –
BC
86
Bartlett & Co
Ohio
$5K – – –
BCWM
87
Bartlett & Co Wealth Management
Ohio
$4.62K – – –
BWA
88
BDO Wealth Advisors
Florida
$2K – – –
MCM
89
Manchester Capital Management
Vermont
$2K – – –
TFA
90
Transamerica Financial Advisors
Florida
$1K +$151 +3 New
RG
91
Retirement Group
California
$1K +$603 +12 New
Jane Street
92
Jane Street
New York
– -$868K -19,359 Closed
CF
93
Centaurus Financial
California
– -$108K -2,400 Closed
AA
94
Advisory Alpha
Michigan
– -$104K -2,088 Closed
AIC
95
Ameritas Investment Company
Nebraska
– -$72K -1,611 Closed
JCM
96
Jacobi Capital Management
Pennsylvania
– -$44K -975 Closed
SF
97
Synovus Financial
Georgia
– -$31K -708 Closed
ASN
98
Advisory Services Network
Georgia
– -$27K -600 Closed
William Blair & Company
99
William Blair & Company
Illinois
– -$19K -420 Closed
EWM
100
EPG Wealth Management
Georgia
– -$14K -309 Closed
1 2 3
4
5

IHE Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2020, worth a combined $83.7M — up 38% from $60.8M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHE positions and 11 closed out — a net gain of 1 holder — while 29 added to existing stakes and 24 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $5.18M. The largest seller was Fisher Asset Management, cutting an estimated $976K.

  • 91 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2020, down from 92 in Q1 2020.
  • Funds reported $83.7M of iShares US Pharmaceuticals ETF stock for Q2 2020, up 38% quarter-over-quarter.
  • 12 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2020 and 11 closed out, a net change of +1 holder.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2020 was Royal Bank of Canada, an estimated $5.18M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2020 was Fisher Asset Management, an estimated $976K sold.

Based on aggregated 13F filings for Q2 2020.