We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF

127 hedge funds and large institutions have $127M invested in iShares US Pharmaceuticals ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

2.23% more ownership

Funds ownership: 100.23%102.46% (+2.2%)

2% less funds holding

Funds holding: 130127 (-3)

9% less capital invested

Capital invested by funds: $140M → $127M (-$13.2M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.02%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
34
Reduced
29
Closed
18
Calls
$421K
Puts
Net Calls
+$421K
Net Calls Change
+$12K
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Angeles Wealth Management
California
$114K
FDCDDQ
77
Federation des caisses Desjardins du Quebec
Quebec, Canada
$112K
BAM
78
Belpointe Asset Management
Nevada
$107K -$17.7K -294 -14%
MAWCM
79
Mine & Arao Wealth Creation & Management
California
$98.6K +$542 +9 +0.5%
AF
80
Allworth Financial
California
$89.8K
NA
81
NewEdge Advisors
Louisiana
$73.4K -$5.42K -90 -7%
YDMI
82
Y.D. More Investments
Israel
$70.1K
AAS
83
Ameritas Advisory Services
Nebraska
$67.7K +$69.6K +1,155 New
SWM
84
Spire Wealth Management
Virginia
$60.1K +$23.1K +384 +60%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$59K
CSWM
86
Cassady Schiller Wealth Management
Ohio
$52.6K
VWM
87
Valley Wealth Managers
New Jersey
$52.6K
JHCP
88
Jackson Hole Capital Partners
Oklahoma
$43.8K
First Manhattan
89
First Manhattan
New York
$42.1K
GWM
90
Geneos Wealth Management
Colorado
$37.3K
ICM
91
Islay Capital Management
Texas
$36.8K
PSB
92
Piscataqua Savings Bank
New Hampshire
$30.8K
RA
93
Rise Advisors
New York
$29.6K +$181 +3 +0.6%
HWA
94
HHM Wealth Advisors
Tennessee
$26.3K
CFGS
95
Concourse Financial Group Securities
Alabama
$22.1K +$4.7K +78 +26%
TPCW
96
TD Private Client Wealth
New York
$21.6K +$22.2K +369 New
Carson Wealth (CWM LLC)
97
Carson Wealth (CWM LLC)
Nebraska
$19K -$181 -3 -0.9%
SSB
98
Sandy Spring Bank
Maryland
$18.6K
HI
99
Harbour Investments
Wisconsin
$18.6K +$1.08K +18 +6%
AAG
100
Armstrong Advisory Group
Massachusetts
$18.2K

IHE Hedge Fund Activity: Q1 2023 in Review

127 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2023, worth a combined $127M — down 9.4% from $140M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IHE and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $5.81M. The largest seller was Wells Fargo, cutting an estimated $8.47M.

  • 127 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $127M of iShares US Pharmaceuticals ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2023 and 18 closed out, a net change of -3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2023 was RiverFront Investment Group, an estimated $5.81M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2023 was Wells Fargo, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2023.