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iShares US Pharmaceuticals ETF
IHE

99 hedge funds and large institutions have $91M invested in iShares US Pharmaceuticals ETF in 2020 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 21 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 21

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

15% more capital invested

Capital invested by funds: $78.9M → $91M (+$12.1M)

8.28% more ownership

Funds ownership: 67.77% → 76.05% (+8.3%)

5% more funds holding

Funds holding: 94 → 99 (+5)

Holders
99
Holders Change
+5
Holders Change %
+5.32%
% of All Funds
1.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
33
Reduced
21
Closed
12
Calls
$592K
Puts
–
Net Calls
+$592K
Net Calls Change
-$133K

Top Buyers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
+$5.93M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.93M
3
Wells Fargo
Wells Fargo
California
+$1.24M
4
LPL Financial
LPL Financial
California
+$988K
5
Bank of America
Bank of America
North Carolina
+$974K

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.49M
2
CFGS
Concourse Financial Group Securities
Alabama
-$3.55M
3
DS
DRW Securities
Illinois
-$568K
4
CS
Candriam SCA
Luxembourg
-$294K
5
FWCM
Ferguson Wellman Capital Management
Oregon
-$240K
Name Holding Trade Value Shares
Change 		Change in
Stake
JHCP
76
Jackson Hole Capital Partners
Oklahoma
$45K – – –
LWM
77
Liberty Wealth Management
California
$44K – – –
GRP
78
Global Retirement Partners
California
$38K – – –
ICM
79
Islay Capital Management
Texas
$38K – – –
NFG
80
Next Financial Group
Texas
$32K +$9.41K +165 +45%
FFW
81
Fusion Family Wealth
New York
$31K – – –
HWA
82
HHM Wealth Advisors
Tennessee
$27K – – –
AWG
83
Altus Wealth Group
Colorado
$20K +$18.6K +327 New
US Bancorp
84
US Bancorp
Minnesota
$19K -$105K -1,845 -86%
DSC
85
Duncker Streett & Co
Missouri
$18K – – –
IF
86
Ironwood Financial
Arizona
$18K +$14.9K +261 +725%
CFA
87
Carroll Financial Associates
North Carolina
$16K +$15.4K +270 New
PFGIA
88
Patriot Financial Group Insurance Agency
Massachusetts
$10K +$9.23K +162 New
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$9K -$15.4K -270 -64%
AA
90
AlphaMark Advisors
Kentucky
$9K – – –
S
91
SignatureFD
Georgia
$9K – – –
TPWA
92
TRUE Private Wealth Advisors
Oregon
$7K – – –
BCWM
93
Bartlett & Co Wealth Management
Ohio
$5.38K – – –
BC
94
Bartlett & Co
Ohio
$5K – – –
WEC
95
Winslow Evans & Crocker
Massachusetts
$5K +$5.13K +90 New
IAIM
96
International Assets Investment Management
Florida
$4K +$3.59K +63 New
MCM
97
Manchester Capital Management
Vermont
$2K – – –
NSIM
98
North Star Investment Management
Illinois
$1K – – –
DS
99
DRW Securities
Illinois
– -$568K -10,422 Closed
Koshinski Asset Management
100
Koshinski Asset Management
Illinois
– -$592 -10,317 Closed
1 2 3
4
5

IHE Hedge Fund Activity: Q4 2020 in Review

99 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2020, worth a combined $91M — up 15% from $78.9M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IHE positions and 12 closed out — a net gain of 6 holders — while 33 added to existing stakes and 21 trimmed.

The largest buyer was Tower Research Capital (TRC), adding an estimated $5.93M. The largest seller was Susquehanna International Group, cutting an estimated $6.49M.

  • 99 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2020, up from 94 in Q3 2020.
  • Funds reported $91M of iShares US Pharmaceuticals ETF stock for Q4 2020, up 15% quarter-over-quarter.
  • 18 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2020 and 12 closed out, a net change of +6 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2020 was Tower Research Capital (TRC), an estimated $5.93M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2020 was Susquehanna International Group, an estimated $6.49M sold.

Based on aggregated 13F filings for Q4 2020.