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iShares US Pharmaceuticals ETF
IHE

125 hedge funds and large institutions have $143M invested in iShares US Pharmaceuticals ETF in 2022 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 30 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

17.9% more ownership

Funds ownership: 81.75% → 99.65% (+18%)

14% more capital invested

Capital invested by funds: $125M → $143M (+$17.5M)

13% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 30

2% more funds holding

Funds holding: 122 → 125 (+3)

Holders
125
Holders Change
+3
Holders Change %
+2.46%
% of All Funds
2.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
30
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EE
EWG Elevate
California
+$6.32M
2
Morgan Stanley
Morgan Stanley
New York
+$5.2M
3
Goldman Sachs
Goldman Sachs
New York
+$4.05M
4
AWS
Atria Wealth Solutions
New York
+$3.61M
5
MFG
Merit Financial Group
Georgia
+$3.54M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$1.87M
2
Stifel Financial
Stifel Financial
Missouri
-$1.16M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$1.14M
4
SCA
Southern Capital Advisors
Tennessee
-$1.04M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$730K
Name Holding Trade Value Shares
Change 		Change in
Stake
Citigroup
101
Citigroup
New York
$19K – – –
DSC
102
Duncker Streett & Co
Missouri
$19K – – –
HI
103
Harbour Investments
Wisconsin
$19K +$19K +300 New
US Bancorp
104
US Bancorp
Minnesota
$18K – – –
GRP
105
Global Retirement Partners
California
$14K – – –
National Bank of Canada
106
National Bank of Canada
Quebec, Canada
$14K – – –
OHWP
107
Oak Harbor Wealth Partners
North Carolina
$13K – – –
Bessemer Group
108
Bessemer Group
New Jersey
$11K – – –
AA
109
AlphaMark Advisors
Kentucky
$10K – – –
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$10K – – –
S
111
SignatureFD
Georgia
$10K – – –
Carson Wealth (CWM LLC)
112
Carson Wealth (CWM LLC)
Nebraska
$10K +$9.52K +150 New
APA
113
American Portfolios Advisors
New York
$9.58K – – –
OLVIG
114
Oliver Lagore Vanvalin Investment Group
Michigan
$8K – – –
AA
115
Ancora Advisors
Ohio
$7K +$7.05K +111 New
BC
116
Bartlett & Co
Ohio
$6K – – –
BCWM
117
Bartlett & Co Wealth Management
Ohio
$5.75K – – –
SWA
118
SOA Wealth Advisors
New York
$5K – – –
NFSG
119
Newbridge Financial Services Group
Florida
$3K +$2.86K +45 New
CWC
120
Carolinas Wealth Consulting
North Carolina
$2K – – –
CAAS
121
Capital Asset Advisory Services
Michigan
$1K – – –
NSIM
122
North Star Investment Management
Illinois
$1K – – –
RG
123
Retirement Group
California
$1K – – –
TFA
124
Transamerica Financial Advisors
Florida
$1K +$190 +3 New
Bank of Montreal
125
Bank of Montreal
Ontario, Canada
$398 +$91K +1,434 +31%
2 3 4
5
6

IHE Hedge Fund Activity: Q2 2022 in Review

125 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2022, worth a combined $143M — up 14% from $125M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IHE positions and 11 closed out — a net gain of 4 holders — while 34 added to existing stakes and 30 trimmed.

The largest buyer was EWG Elevate, opening a new position worth an estimated $6.32M. The largest seller was Citadel Advisors, exiting entirely with an estimated $1.87M sold.

  • 125 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2022, up from 122 in Q1 2022.
  • Funds reported $143M of iShares US Pharmaceuticals ETF stock for Q2 2022, up 14% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2022 and 11 closed out, a net change of +4 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2022 was EWG Elevate, an estimated $6.32M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2022 was Citadel Advisors, an estimated $1.87M sold.

Based on aggregated 13F filings for Q2 2022.