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iShares US Pharmaceuticals ETF

143 hedge funds and large institutions have $379M invested in iShares US Pharmaceuticals ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

4% more funds holding

Funds holding: 137143 (+6)

10% less capital invested

Capital invested by funds: $422M → $379M (-$42.3M)

36% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 50

146.55% less ownership

Funds ownership: 204.27%57.71% (-147%)

Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
32
Reduced
50
Closed
14
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
76
Apexium Financial
Texas
$234K +$331 +5 +0.1%
TCA
77
Transcend Capital Advisors
New Jersey
$229K
AWM
78
Axxcess Wealth Management
California
$228K +$925 +14 +0.4%
VFG
79
V2 Financial group
Illinois
$224K
AWS
80
Atria Wealth Solutions
New York
$214K -$462K -6,984 -69%
BLC
81
Brown, Lisle/Cummings
Rhode Island
$211K
FTUS
82
Flow Traders U.S.
New York
$209K +$204K +3,085 New
ESB
83
Essex Savings Bank
Connecticut
$204K -$145K -2,200 -67%
MCM
84
Manchester Capital Management
Vermont
$204K
MML Investors Services
85
MML Investors Services
Massachusetts
$203K +$198K +2,993 New
Jones Financial Companies
86
Jones Financial Companies
Missouri
$163K +$149K +2,249 +1,499%
PS
87
Principal Securities
Iowa
$153K +$14.9K +225 +11%
Northwestern Mutual Wealth Management
88
Northwestern Mutual Wealth Management
Wisconsin
$151K -$1.52K -23 -1%
SWM
89
Spire Wealth Management
Virginia
$149K +$77.4K +1,171 +114%
MAWCM
90
Mine & Arao Wealth Creation & Management
California
$116K +$198 +3 +0.2%
FDCDDQ
91
Federation des caisses Desjardins du Quebec
Quebec, Canada
$116K
YDMI
92
Y.D. More Investments
Israel
$105K
AF
93
Allworth Financial
California
$104K -$66 -1 -0.1%
Comerica Bank
94
Comerica Bank
Texas
$99.3K -$72.3K -1,094 -43%
BGAI
95
Bruce G. Allen Investments
Colorado
$93.3K -$158K -2,391 -64%
Fifth Third Bancorp
96
Fifth Third Bancorp
Ohio
$86.4K +$74.2K +1,122 +748%
RIA
97
Realta Investment Advisors
Delaware
$77.6K +$75.6K +1,143 New
PNC Financial Services Group
98
PNC Financial Services Group
Pennsylvania
$72.3K -$15.7K -237 -18%
FFA
99
Farther Finance Advisors
California
$64.1K +$54.8K +829 +658%
CSWM
100
Cassady Schiller Wealth Management
Ohio
$61.1K

IHE Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2024, worth a combined $379M — down 10% from $422M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IHE positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 50 trimmed.

The largest buyer was Accurate Wealth Management, opening a new position worth an estimated $7.72M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $379M of iShares US Pharmaceuticals ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 23 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2024 and 14 closed out, a net change of +9 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2024 was Accurate Wealth Management, an estimated $7.72M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.