We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143155 (+12)

2.58% more ownership

Funds ownership: 56.66%59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Mercer Global Advisors
76
Mercer Global Advisors
Colorado
$264K +$1.45K +21 +0.5%
SAM
77
Strive Asset Management
Ohio
$260K +$272K +3,949 New
WA
78
Waverly Advisors
Alabama
$257K +$688 +10 +0.3%
KDA
79
Kraft Davis & Associates
Missouri
$251K -$1.7M -24,651 -87%
SS
80
Sunbelt Securities
Texas
$242K +$255K +3,702 New
MGIA
81
Matthew Goff Investment Advisor
Texas
$238K
P
82
&Partners
Tennessee
$234K -$27.4K -398 -10%
GAA
83
Guardian Asset Advisors
Pennsylvania
$231K -$10.8K -157 -4%
AF
84
Apexium Financial
Texas
$228K +$344 +5 +0.1%
SFA
85
Sequoia Financial Advisors
Ohio
$226K +$37.8K +550 +19%
AFC
86
AFT Forsyth & Company
Florida
$225K -$7.09K -103 -3%
CSP
87
Cary Street Partners
Virginia
$219K +$229K +3,327 New
ESB
88
Essex Savings Bank
Connecticut
$217K
VFG
89
V2 Financial group
Illinois
$217K
CIBC World Market
90
CIBC World Market
Ontario, Canada
$211K +$221K +3,215 New
SFI
91
SPC Financial Inc
Maryland
$210K
MML Investors Services
92
MML Investors Services
Massachusetts
$201K -$3.3K -48 -2%
MCM
93
Manchester Capital Management
Vermont
$197K
YDMI
94
Y.D. More Investments
Israel
$177K
RCA
95
Runnymede Capital Advisors
Ohio
$164K +$171K +2,490 New
Comerica Bank
96
Comerica Bank
Texas
$162K +$31.8K +462 +23%
PS
97
Principal Securities
Iowa
$148K
BLC
98
Brown, Lisle/Cummings
Rhode Island
$148K
Northwestern Mutual Wealth Management
99
Northwestern Mutual Wealth Management
Wisconsin
$147K
NA
100
NewEdge Advisors
Louisiana
$144K -$57.2K -831 -28%

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.