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iShares US Pharmaceuticals ETF

130 hedge funds and large institutions have $140M invested in iShares US Pharmaceuticals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

169% more call options, than puts

Call options by funds: $651K | Put options by funds: $242K

19% more capital invested

Capital invested by funds: $118M → $140M (+$22.1M)

15% more funds holding

Funds holding: 113130 (+17)

7.34% more ownership

Funds ownership: 92.89%100.23% (+7.3%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
32
Closed
3
Calls
$651K
Puts
$242K
Net Calls
+$409K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
AAG
101
Armstrong Advisory Group
Massachusetts
$19.4K +$18.8K +312 New
Simplex Trading
102
Simplex Trading
Illinois
$19K +$18.6K +309 New
Citigroup
103
Citigroup
New York
$18.6K
CFGS
104
Concourse Financial Group Securities
Alabama
$18.6K
DSC
105
Duncker Streett & Co
Missouri
$18.6K
HI
106
Harbour Investments
Wisconsin
$18.6K
US Bancorp
107
US Bancorp
Minnesota
$17.5K
RIA
108
Realta Investment Advisors
Delaware
$15.1K -$3.79K -63 -21%
FMP
109
Financial Management Professionals
Texas
$15K -$2.72M -45,198 -99%
GRP
110
Global Retirement Partners
California
$13.8K
OHWP
111
Oak Harbor Wealth Partners
North Carolina
$13K
National Bank of Canada
112
National Bank of Canada
Quebec, Canada
$12.1K -$1.62K -27 -12%
Bessemer Group
113
Bessemer Group
New Jersey
$10K
Fifth Third Bancorp
114
Fifth Third Bancorp
Ohio
$9.31K
CSPIA
115
Cary Street Partners Investment Advisory
Virginia
$9.31K +$9.02K +150 New
AA
116
AlphaMark Advisors
Kentucky
$9K
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$7.86K
AA
118
Ancora Advisors
Ohio
$7K
AF
119
Advisornet Financial
Minnesota
$6.89K +$6.68K +111 New
EWM
120
EPG Wealth Management
Georgia
$6.51K
MCC
121
Money Concepts Capital
Florida
$6.51K +$6.32K +105 New
BC
122
Bartlett & Co
Ohio
$6K
BCWM
123
Bartlett & Co Wealth Management
Ohio
$5.58K
SWA
124
SOA Wealth Advisors
New York
$5.21K
NFSG
125
Newbridge Financial Services Group
Florida
$2.79K

IHE Hedge Fund Activity: Q4 2022 in Review

130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2022, worth a combined $140M — up 19% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHE positions and 3 closed out — a net gain of 18 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $4.04M.

  • 130 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $140M of iShares US Pharmaceuticals ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 21 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2022 was Bank of America, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.