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iShares US Pharmaceuticals ETF
IHE

112 hedge funds and large institutions have $104M invested in iShares US Pharmaceuticals ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $98.2M → $104M (+$5.97M)

2% more funds holding

Funds holding: 110 → 112 (+2)

0.24% less ownership

Funds ownership: 78.45% → 78.21% (-0.24%)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AFA
Arlington Financial Advisors
California
+$2.33M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.07M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$7.63M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$612K
4
Goldman Sachs
Goldman Sachs
New York
-$556K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
S
101
SignatureFD
Georgia
$10K – – –
APA
102
American Portfolios Advisors
New York
$9.98K – – –
National Bank of Canada
103
National Bank of Canada
Quebec, Canada
$8K +$7.99K +126 New
EWM
104
EPG Wealth Management
Georgia
$7K – – –
MTWM
105
Masso Torrence Wealth Management
New Jersey
$6K +$5.71K +90 New
SWA
106
SOA Wealth Advisors
New York
$5K – – –
RPCONE
107
Retirement Planning Company of New England
Rhode Island
$4K +$3.81K +60 New
CWC
108
Carolinas Wealth Consulting
North Carolina
$2K – – –
SCA
109
Snowden Capital Advisors
New York
$2K +$2.47K +39 New
CAAS
110
Capital Asset Advisory Services
Michigan
$1K -$58.2K -918 -99%
NSIM
111
North Star Investment Management
Illinois
$1K – – –
RG
112
Retirement Group
California
$1K – – –
Citadel Advisors
113
Citadel Advisors
Florida
– -$7.63M -124,905 Closed
Goldman Sachs
114
Goldman Sachs
New York
– -$556K -9,108 Closed
CA
115
Cetera Advisors
Colorado
– -$312K -5,106 Closed
TRCT
116
Tower Research Capital (TRC)
New York
– -$125K -2,055 Closed
LWM
117
Liberty Wealth Management
California
– -$95K -1,494 Closed
JPLA
118
Joseph P. Lucia & Associates
New York
– -$90K -1,470 Closed
AWA
119
Arkadios Wealth Advisors
Georgia
– -$86K -1,422 Closed
FWP
120
FAS Wealth Partners
Kansas
– -$53K -867 Closed
CG
121
Cutler Group
California
– -$18K -300 Closed
IF
122
Ironwood Financial
Arizona
– -$18K -297 Closed
GRP
123
Global Retirement Partners
California
– -$14K -222 Closed
PFGIA
124
Patriot Financial Group Insurance Agency
Massachusetts
– -$10K -162 Closed
BC
125
Bartlett & Co
Ohio
– -$5K -90 Closed
2 3 4
5
6

IHE Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2021, worth a combined $104M — up 6.1% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHE positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $2.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.63M sold.

  • 112 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $104M of iShares US Pharmaceuticals ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 17 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2021 was Arlington Financial Advisors, an estimated $2.33M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2021.