iShares US Pharmaceuticals ETF
95 hedge funds and large institutions have $348M invested in iShares US Pharmaceuticals ETF in 2017 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 24 increasing their positions, 37 reducing their positions, and 9 closing their positions.
2.74% more ownership
Funds ownership: 145.48% → 148.22% (+2.7%)
0% more capital invested
Capital invested by funds: $348M → $348M (+$439K)
2% less funds holding
Funds holding: 97 → 95 (-2)
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
35% less repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 37
Top Buyers
| 1 |
Morgan Stanley
New York
|
+$13.4M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
+$5.29M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$1.48M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$851K |
| 5 |
IWM
IHT Wealth Management
Chicago,
Illinois
|
+$613K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
101
Next Financial Group
Houston,
Texas
| – | -$16K | -312 | Closed |
|
|
GWM
102
Geneos Wealth Management
Englewood,
Colorado
| – | -$9K | -192 | Closed |
|
103
AssetMark Inc
Concord,
California
| – | -$2K | -48 | Closed |
|
IHE Hedge Fund Activity: Q2 2017 in Review
95 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2017, worth a combined $348M — up 0.13% from $348M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IHE and 7 opened new positions — a net loss of 2 holders — while 37 trimmed existing stakes and 24 added.
The largest buyer was Morgan Stanley, adding an estimated $13.4M. The largest seller was Mivtachim The Workers Social Insurance Fund, exiting entirely with an estimated $5.78M sold.
- 95 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2017, down from 97 in Q1 2017.
- Funds reported $348M of iShares US Pharmaceuticals ETF stock for Q2 2017, up 0.13% quarter-over-quarter.
- 7 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2017 and 9 closed out, a net change of -2 holders.
- The largest iShares US Pharmaceuticals ETF buyer in Q2 2017 was Morgan Stanley, an estimated $13.4M added.
- The largest iShares US Pharmaceuticals ETF seller in Q2 2017 was Mivtachim The Workers Social Insurance Fund, an estimated $5.78M sold.
Based on aggregated 13F filings for Q2 2017.