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iShares US Pharmaceuticals ETF
IHE

137 hedge funds and large institutions have $422M invested in iShares US Pharmaceuticals ETF in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 27 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

261% more capital invested

Capital invested by funds: $117M → $422M (+$305M)

104.09% more ownership

Funds ownership: 100.18% → 204.27% (+104%)

85% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 13

56% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 27

7% more funds holding

Funds holding: 128 → 137 (+9)

Holders
137
Holders Change
+9
Holders Change %
+7.03%
% of All Funds
2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
42
Reduced
27
Closed
13
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
-$319K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$209M
2
Morgan Stanley
Morgan Stanley
New York
+$55.8M
3
TRCT
Tower Research Capital (TRC)
New York
+$7.31M
4
Bank of America
Bank of America
North Carolina
+$6.44M
5
Citadel Advisors
Citadel Advisors
Florida
+$3.94M

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.66M
2
RJA
Raymond James & Associates
Florida
-$2.29M
3
MFG
Merit Financial Group
Georgia
-$1.84M
4
Goldman Sachs
Goldman Sachs
New York
-$1.78M
5
Osaic Holdings
Osaic Holdings
Arizona
-$1.39M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
76
Capital Analysts LLC
Pennsylvania
$198K +$188K +3,207 New
BLC
77
Brown, Lisle/Cummings
Rhode Island
$192K -$3.7K -63 -2%
MCM
78
Manchester Capital Management
Vermont
$185K – – –
Comerica Bank
79
Comerica Bank
Texas
$158K +$35.3K +600 +31%
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$139K +$2.47K +42 +2%
PS
81
Principal Securities
Iowa
$126K +$119K +2,031 New
AWM
82
Angeles Wealth Management
California
$121K – – –
MAWCM
83
Mine & Arao Wealth Creation & Management
California
$105K +$882 +15 +0.9%
FDCDDQ
84
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K – – –
YDMI
85
Y.D. More Investments
Israel
$95.7K +$20.5K +348 +29%
AF
86
Allworth Financial
California
$95K – – –
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$80.4K – – –
SWM
88
Spire Wealth Management
Virginia
$64.6K +$176 +3 +0.3%
AC
89
AlphaCore Capital
California
$55.6K – – –
CSWM
90
Cassady Schiller Wealth Management
Ohio
$55.6K – – –
VWM
91
Valley Wealth Managers
New Jersey
$55.6K – – –
JHCP
92
Jackson Hole Capital Partners
Oklahoma
$46.4K – – –
First Manhattan
93
First Manhattan
New York
$44.5K – – –
BBHC
94
Brown Brothers Harriman & Co
New York
$41.7K – – –
Franklin Resources
95
Franklin Resources
California
$40K -$39.7K -675 -51%
GWM
96
Geneos Wealth Management
Colorado
$39.5K – – –
ICM
97
Islay Capital Management
Texas
$38.9K – – –
TCOV
98
Trust Company of Vermont
Vermont
$37.6K -$70.5K -1,200 -66%
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$35K +$24.2K +411 +274%
PSB
100
Piscataqua Savings Bank
New Hampshire
$30.8K – – –
2 3
4
5 6

IHE Hedge Fund Activity: Q4 2023 in Review

137 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2023, worth a combined $422M — up 261% from $117M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IHE positions and 13 closed out — a net gain of 11 holders — while 42 added to existing stakes and 27 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $209M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $3.66M sold.

  • 137 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2023, up from 128 in Q3 2023.
  • Funds reported $422M of iShares US Pharmaceuticals ETF stock for Q4 2023, up 261% quarter-over-quarter.
  • 24 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2023 and 13 closed out, a net change of +11 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2023 was Fisher Asset Management, an estimated $209M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2023 was Susquehanna International Group, an estimated $3.66M sold.

Based on aggregated 13F filings for Q4 2023.