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iShares US Pharmaceuticals ETF
IHE

112 hedge funds and large institutions have $104M invested in iShares US Pharmaceuticals ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $98.2M → $104M (+$5.97M)

2% more funds holding

Funds holding: 110 → 112 (+2)

0.24% less ownership

Funds ownership: 78.45% → 78.21% (-0.24%)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$2.33M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.07M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.63M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$612K
4
Goldman Sachs
Goldman Sachs
New York
-$556K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$89K +$381 +6 +0.5%
BFC
77
Bedel Financial Consulting
Indiana
$85K – – –
GWM
78
Geneos Wealth Management
Colorado
$73K – – –
PNC Financial Services Group
79
PNC Financial Services Group
Pennsylvania
$68K – – –
CSWM
80
Cassady Schiller Wealth Management
Ohio
$60K +$57.1K +900 New
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$56K +$53.8K +849 New
IA
82
IFP Advisors
Florida
$51K – – –
JHCP
83
Jackson Hole Capital Partners
Oklahoma
$50K – – –
FAG
84
Fortitude Advisory Group
Washington
$45K +$42.8K +675 New
RA
85
Rise Advisors
New York
$43.3K +$41.3K +651 New
ICM
86
Islay Capital Management
Texas
$42K – – –
PSB
87
Piscataqua Savings Bank
New Hampshire
$35K – – –
LWA
88
Lenox Wealth Advisors
New York
$34K – – –
HWA
89
HHM Wealth Advisors
Tennessee
$30K – – –
HI
90
Harbour Investments
Wisconsin
$21K -$3.42K -54 -15%
Citigroup
91
Citigroup
New York
$20K – – –
DSC
92
Duncker Streett & Co
Missouri
$20K – – –
US Bancorp
93
US Bancorp
Minnesota
$19K +$7.61K +120 +74%
OHWP
94
Oak Harbor Wealth Partners
North Carolina
$14K +$13.3K +210 New
Qube Research & Technologies (QRT)
95
Qube Research & Technologies (QRT)
United Kingdom
$13K +$9.13K +144 +267%
NFSG
96
Newbridge Financial Services Group
Florida
$12K – – –
Bessemer Group
97
Bessemer Group
New Jersey
$11K – – –
AA
98
AlphaMark Advisors
Kentucky
$10K – – –
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$10K – – –
FNBOSM
100
First National Bank of South Miami
Florida
$10K – – –
2 3
4
5 6

IHE Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2021, worth a combined $104M — up 6.1% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHE positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $2.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.63M sold.

  • 112 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $104M of iShares US Pharmaceuticals ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 17 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2021 was Arlington Financial Advisors, an estimated $2.33M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2021.