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iShares US Pharmaceuticals ETF

143 hedge funds and large institutions have $374M invested in iShares US Pharmaceuticals ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding

Funds holding: 143143 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.16% less ownership

Funds ownership: 56.82%56.66% (-0.16%)

3% less capital invested

Capital invested by funds: $387M → $374M (-$12.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
45
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
76
Axxcess Wealth Management
California
$240K +$1.19K +17 +0.5%
TCA
77
Transcend Capital Advisors
New Jersey
$238K -$70 -1 -0%
ESB
78
Essex Savings Bank
Connecticut
$233K
VFG
79
V2 Financial group
Illinois
$233K
EH
80
Equitable Holdings
New York
$230K +$227K +3,254 New
Wealth Enhancement Advisory Services
81
Wealth Enhancement Advisory Services
Minnesota
$228K -$836 -12 -0.4%
SFI
82
SPC Financial Inc
Maryland
$225K +$222K +3,192 New
MML Investors Services
83
MML Investors Services
Massachusetts
$219K -$9.48K -136 -4%
GCP
84
GSA Capital Partners
United Kingdom
$215K -$85.4K -1,225 -29%
NA
85
NewEdge Advisors
Louisiana
$213K -$56.9K -816 -21%
MCM
86
Manchester Capital Management
Vermont
$212K
SFA
87
Sequoia Financial Advisors
Ohio
$204K +$201K +2,883 New
YDMI
88
Y.D. More Investments
Israel
$191K
FFA
89
Farther Finance Advisors
California
$175K +$85.2K +1,223 +97%
PS
90
Principal Securities
Iowa
$159K
BLC
91
Brown, Lisle/Cummings
Rhode Island
$159K -$59.8K -858 -28%
Northwestern Mutual Wealth Management
92
Northwestern Mutual Wealth Management
Wisconsin
$158K +$70 +1 +0%
EWA
93
EP Wealth Advisors
California
$157K +$155K +2,220 New
Comerica Bank
94
Comerica Bank
Texas
$142K +$1.46K +21 +1%
AF
95
Allworth Financial
California
$131K +$11.1K +159 +9%
BGAI
96
Bruce G. Allen Investments
Colorado
$97.9K +$488 +7 +0.5%
Fifth Third Bancorp
97
Fifth Third Bancorp
Ohio
$84.9K
CAL
98
Capital Analysts LLC
Pennsylvania
$78K
PNC Financial Services Group
99
PNC Financial Services Group
Pennsylvania
$75.2K
Qube Research & Technologies (QRT)
100
Qube Research & Technologies (QRT)
United Kingdom
$64.6K -$38.7K -556 -38%

IHE Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2024, worth a combined $374M — down 3.3% from $387M a quarter earlier.

Fund positioning in IHE was balanced in Q3 2024: 14 funds opened new positions, 14 closed out, 45 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.47M. The largest seller was McElhenny Sheffield Capital Management, exiting entirely with an estimated $18.9M sold.

  • 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $374M of iShares US Pharmaceuticals ETF stock for Q3 2024, down 3.3% quarter-over-quarter.
  • 14 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2024 and 14 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.47M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q3 2024 was McElhenny Sheffield Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2024.