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iShares US Pharmaceuticals ETF
IHE

122 hedge funds and large institutions have $125M invested in iShares US Pharmaceuticals ETF in 2022 Q1 according to their latest regulatory filings, with 25 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

92% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 13

20% more capital invested

Capital invested by funds: $104M → $125M (+$21.3M)

9% more funds holding

Funds holding: 112 → 122 (+10)

3.54% more ownership

Funds ownership: 78.21% → 81.75% (+3.5%)

6% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 31

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $233K

Holders
122
Holders Change
+10
Holders Change %
+8.93%
% of All Funds
1.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
25
Increased
29
Reduced
31
Closed
13
Calls
–
Puts
$233K
Net Calls
-$233K
Net Calls Change
-$233K

Top Buyers

Rank Fund Capital Flow
1
RWP
RWA Wealth Partners
Massachusetts
+$5.41M
2
Citadel Advisors
Citadel Advisors
Florida
+$1.83M
3
Bank of America
Bank of America
North Carolina
+$1.69M
4
Goldman Sachs
Goldman Sachs
New York
+$1.58M
5
Stifel Financial
Stifel Financial
Missouri
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
-$2.44M
2
SPIA
Steward Partners Investment Advisory
New York
-$1.48M
3
Morgan Stanley
Morgan Stanley
New York
-$1.18M
4
AWM
AE Wealth Management
Kansas
-$1.04M
5
Fisher Asset Management
Fisher Asset Management
Washington
-$891K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$181K +$169K +2,661 +346%
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$179K +$25.1K +396 +17%
Franklin Resources
78
Franklin Resources
California
$139K – – –
AWM
79
Angeles Wealth Management
California
$126K +$124K +1,950 New
FDCDDQ
80
Federation des caisses Desjardins du Quebec
Quebec, Canada
$124K -$11.4K -180 -9%
MPCG
81
Matrix Private Capital Group
New York
$110K – – –
MAWCM
82
Mine & Arao Wealth Creation & Management
California
$107K -$3.42K -54 -3%
AF
83
Allworth Financial
California
$99K -$7.04K -111 -7%
SWM
84
Spire Wealth Management
Virginia
$87K +$190 +3 +0.2%
JPLA
85
Joseph P. Lucia & Associates
New York
$87K +$85.6K +1,350 New
BFC
86
Bedel Financial Consulting
Indiana
$83K – – –
Koshinski Asset Management
87
Koshinski Asset Management
Illinois
$78.5K -$25.9K -408 -25%
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$65K – – –
CG
89
Cutler Group
California
$58K +$57.1K +900 New
William Blair & Company
90
William Blair & Company
Illinois
$58K +$57.1K +900 New
JHCP
91
Jackson Hole Capital Partners
Oklahoma
$49K – – –
First Manhattan
92
First Manhattan
New York
$46K +$45.6K +720 New
FAG
93
Fortitude Advisory Group
Washington
$44K – – –
RA
94
Rise Advisors
New York
$42K +$190 +3 +0.5%
GWM
95
Geneos Wealth Management
Colorado
$41K -$29.1K -459 -42%
ICM
96
Islay Capital Management
Texas
$41K – – –
PSB
97
Piscataqua Savings Bank
New Hampshire
$34K – – –
HWA
98
HHM Wealth Advisors
Tennessee
$29K – – –
LWA
99
Lenox Wealth Advisors
New York
$20K -$13.3K -210 -41%
Citigroup
100
Citigroup
New York
$19K – – –
2 3
4
5 6

IHE Hedge Fund Activity: Q1 2022 in Review

122 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2022, worth a combined $125M — up 20% from $104M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new IHE positions and 13 closed out — a net gain of 12 holders — while 29 added to existing stakes and 31 trimmed.

The largest buyer was RWA Wealth Partners, opening a new position worth an estimated $5.41M. The largest seller was Arlington Financial Advisors, exiting entirely with an estimated $2.44M sold.

  • 122 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2022, up from 112 in Q4 2021.
  • Funds reported $125M of iShares US Pharmaceuticals ETF stock for Q1 2022, up 20% quarter-over-quarter.
  • 25 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2022 and 13 closed out, a net change of +12 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2022 was RWA Wealth Partners, an estimated $5.41M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2022 was Arlington Financial Advisors, an estimated $2.44M sold.

Based on aggregated 13F filings for Q1 2022.