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iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $87.9M invested in iShares US Pharmaceuticals ETF in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 19 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 9

2% more funds holding

Funds holding: 99 → 101 (+2)

3% less capital invested

Capital invested by funds: $91M → $87.9M (-$3.08M)

1.81% less ownership

Funds ownership: 76.05% → 74.23% (-1.8%)

39% less repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 31

Holders
101
Holders Change
+2
Holders Change %
+2.02%
% of All Funds
1.77%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
12
Increased
19
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$5.44M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.68M
4
RJA
Raymond James & Associates
Florida
+$458K
5
LPL Financial
LPL Financial
California
+$327K

Top Sellers

Rank Fund Capital Flow
1
TRCT
Tower Research Capital (TRC)
New York
-$6.32M
2
Citadel Advisors
Citadel Advisors
Florida
-$2.61M
3
CG
Colony Group
Massachusetts
-$1.01M
4
PAG
Pinnacle Advisory Group
Maryland
-$713K
5
Morgan Stanley
Morgan Stanley
New York
-$357K
Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
76
Islay Capital Management
Texas
$37K – – –
GRP
77
Global Retirement Partners
California
$37K +$181 +3 +0.5%
NFG
78
Next Financial Group
Texas
$32K – – –
PSB
79
Piscataqua Savings Bank
New Hampshire
$31K +$31.8K +528 New
HWA
80
HHM Wealth Advisors
Tennessee
$27K – – –
FFW
81
Fusion Family Wealth
New York
$23K -$7.6K -126 -25%
AWG
82
Altus Wealth Group
Colorado
$20K – – –
DSC
83
Duncker Streett & Co
Missouri
$18K – – –
IF
84
Ironwood Financial
Arizona
$18K – – –
US Bancorp
85
US Bancorp
Minnesota
$18K – – –
PFGIA
86
Patriot Financial Group Insurance Agency
Massachusetts
$10K – – –
Bessemer Group
87
Bessemer Group
New Jersey
$10K +$9.95K +165 New
AA
88
AlphaMark Advisors
Kentucky
$9K – – –
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$9K – – –
S
90
SignatureFD
Georgia
$9K – – –
FNBOSM
91
First National Bank of South Miami
Florida
$9K +$8.69K +144 New
AIC
92
Ameritas Investment Company
Nebraska
$6.04K +$6.15K +102 New
BCWM
93
Bartlett & Co Wealth Management
Ohio
$5.33K – – –
BC
94
Bartlett & Co
Ohio
$5K – – –
IAIM
95
International Assets Investment Management
Florida
$4K – – –
HI
96
Harbour Investments
Wisconsin
$4K +$3.8K +63 New
MCM
97
Manchester Capital Management
Vermont
$2K – – –
EP
98
Eudaimonia Partners
Tennessee
$2K +$1.81K +30 New
NSIM
99
North Star Investment Management
Illinois
$1K – – –
RG
100
Retirement Group
California
$1K – – –
1 2 3
4
5

IHE Hedge Fund Activity: Q1 2021 in Review

101 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2021, worth a combined $87.9M — down 3.4% from $91M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IHE positions and 9 closed out — a net gain of 3 holders — while 19 added to existing stakes and 31 trimmed.

The largest buyer was Wells Fargo, adding an estimated $5.44M. The largest seller was Tower Research Capital (TRC), cutting an estimated $6.32M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2021, up from 99 in Q4 2020.
  • Funds reported $87.9M of iShares US Pharmaceuticals ETF stock for Q1 2021, down 3.4% quarter-over-quarter.
  • 12 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2021 and 9 closed out, a net change of +3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2021 was Wells Fargo, an estimated $5.44M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2021 was Tower Research Capital (TRC), an estimated $6.32M sold.

Based on aggregated 13F filings for Q1 2021.