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iShares US Pharmaceuticals ETF
IHE

113 hedge funds and large institutions have $118M invested in iShares US Pharmaceuticals ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 27 increasing their positions, 30 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

114% more call options, than puts

Call options by funds: $441K | Put options by funds: $206K

6.75% less ownership

Funds ownership: 99.65% → 92.89% (-6.8%)

10% less funds holding

Funds holding: 125 → 113 (-12)

10% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 30

18% less capital invested

Capital invested by funds: $143M → $118M (-$25.2M)

58% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 19

Holders
113
Holders Change
-12
Holders Change %
-9.6%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
27
Reduced
30
Closed
19
Calls
$441K
Puts
$206K
Net Calls
+$235K
Net Calls Change
+$235K

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.15M
2
Citadel Advisors
Citadel Advisors
Florida
+$3.32M
3
PGFC
Peapack-Gladstone Financial Corp
New Jersey
+$3.15M
4
Fisher Asset Management
Fisher Asset Management
Washington
+$2.48M
5
UBS Group
UBS Group
Switzerland
+$2.46M

Top Sellers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
-$6.35M
2
RWP
RWA Wealth Partners
Massachusetts
-$5.05M
3
Goldman Sachs
Goldman Sachs
New York
-$3.92M
4
AWS
Atria Wealth Solutions
New York
-$3.22M
5
TRCT
Tower Research Capital (TRC)
New York
-$2.21M
Name Holding Trade Value Shares
Change 		Change in
Stake
CG
76
Cutler Group
California
$50K – – –
JHCP
77
Jackson Hole Capital Partners
Oklahoma
$42K – – –
First Manhattan
78
First Manhattan
New York
$40K – – –
SWM
79
Spire Wealth Management
Virginia
$36K -$21.4K -348 -35%
GWM
80
Geneos Wealth Management
Colorado
$36K -$185 -3 -0.5%
ICM
81
Islay Capital Management
Texas
$36K – – –
PSB
82
Piscataqua Savings Bank
New Hampshire
$30K – – –
RA
83
Rise Advisors
New York
$28K -$9.61K -156 -24%
HWA
84
HHM Wealth Advisors
Tennessee
$25K – – –
Carson Wealth (CWM LLC)
85
Carson Wealth (CWM LLC)
Nebraska
$22K +$15.2K +246 +164%
HI
86
Harbour Investments
Wisconsin
$19K – – –
SSB
87
Sandy Spring Bank
Maryland
$18K +$19.6K +318 New
CFGS
88
Concourse Financial Group Securities
Alabama
$17K -$135K -2,190 -88%
Citigroup
89
Citigroup
New York
$17K – – –
DSC
90
Duncker Streett & Co
Missouri
$17K – – –
AIP
91
Almanack Investment Partners
Pennsylvania
$17K +$18.5K +300 New
RIA
92
Realta Investment Advisors
Delaware
$17K +$18.8K +306 New
US Bancorp
93
US Bancorp
Minnesota
$16K – – –
GRP
94
Global Retirement Partners
California
$13K – – –
National Bank of Canada
95
National Bank of Canada
Quebec, Canada
$12K – – –
OHWP
96
Oak Harbor Wealth Partners
North Carolina
$12K – – –
Bessemer Group
97
Bessemer Group
New Jersey
$9K – – –
APA
98
American Portfolios Advisors
New York
$8.48K – – –
AA
99
AlphaMark Advisors
Kentucky
$8K – – –
Fifth Third Bancorp
100
Fifth Third Bancorp
Ohio
$8K – – –
2 3
4
5 6

IHE Hedge Fund Activity: Q3 2022 in Review

113 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2022, worth a combined $118M — down 18% from $143M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IHE and 8 opened new positions — a net loss of 11 holders — while 30 trimmed existing stakes and 27 added.

The largest buyer was Susquehanna International Group, adding an estimated $4.15M. The largest seller was EWG Elevate, exiting entirely with an estimated $6.35M sold.

  • 113 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2022, down from 125 in Q2 2022.
  • Funds reported $118M of iShares US Pharmaceuticals ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 8 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2022 and 19 closed out, a net change of -11 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q3 2022 was Susquehanna International Group, an estimated $4.15M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q3 2022 was EWG Elevate, an estimated $6.35M sold.

Based on aggregated 13F filings for Q3 2022.