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iShares US Pharmaceuticals ETF
IHE

125 hedge funds and large institutions have $143M invested in iShares US Pharmaceuticals ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17.9% more ownership

Funds ownership: 81.75% → 99.65% (+18%)

14% more capital invested

Capital invested by funds: $125M → $143M (+$17.5M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

2% more funds holding

Funds holding: 122 → 125 (+3)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$6.32M
2
Morgan Stanley
Morgan Stanley
New York
+$5.2M
3
Goldman Sachs
Goldman Sachs
New York
+$4.05M
4
AWS
Atria Wealth Solutions
New York
+$3.61M
5
MFG
Merit Financial Group
Georgia
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
2
Stifel Financial
Stifel Financial
Missouri
-$1.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.14M
4
SCA
Southern Capital Advisors
Tennessee
-$1.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
MFG
76
Magnus Financial Group
New York
$204K +$203K +3,195 New
CF
77
Centaurus Financial
California
$197K -$36.2K -570 -16%
IA
78
IFP Advisors
Florida
$181K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$166K -$10.3K -162 -6%
CFGS
80
Concourse Financial Group Securities
Alabama
$159K -$135K -2,130 -46%
BAM
81
Belpointe Asset Management
Nevada
$159K -$122K -1,914 -43%
Franklin Resources
82
Franklin Resources
California
$137K – – –
AWM
83
Angeles Wealth Management
California
$125K – – –
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$122K – – –
MPCG
85
Matrix Private Capital Group
New York
$108K – – –
MAWCM
86
Mine & Arao Wealth Creation & Management
California
$106K +$381 +6 +0.4%
AF
87
Allworth Financial
California
$98K – – –
JPLA
88
Joseph P. Lucia & Associates
New York
$86K – – –
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$64K – – –
SWM
90
Spire Wealth Management
Virginia
$63K -$21.9K -345 -26%
CG
91
Cutler Group
California
$57K – – –
VWM
92
Valley Wealth Managers
New Jersey
$57K +$57.1K +900 New
VVP
93
Venture Visionary Partners
Ohio
$52.7K +$52.4K +825 New
JHCP
94
Jackson Hole Capital Partners
Oklahoma
$48K – – –
First Manhattan
95
First Manhattan
New York
$45K – – –
RA
96
Rise Advisors
New York
$42K +$190 +3 +0.5%
GWM
97
Geneos Wealth Management
Colorado
$41K – – –
ICM
98
Islay Capital Management
Texas
$40K – – –
PSB
99
Piscataqua Savings Bank
New Hampshire
$34K – – –
HWA
100
HHM Wealth Advisors
Tennessee
$29K – – –
2 3
4
5 6

IHE Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2022, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IHE positions and 11 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, opening a new position worth an estimated $6.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.87M sold.

  • 125 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2022, up from 122 in Q1 2022.
  • Funds reported $143M of iShares US Pharmaceuticals ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2022 was EWG Elevate, an estimated $6.32M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2022.