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iShares US Pharmaceuticals ETF

143 hedge funds and large institutions have $379M invested in iShares US Pharmaceuticals ETF in 2024 Q1 according to their latest regulatory filings, with 23 funds opening new positions, 32 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 14

4% more funds holding

Funds holding: 137143 (+6)

10% less capital invested

Capital invested by funds: $422M → $379M (-$42.3M)

36% less repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 50

146.55% less ownership

Funds ownership: 204.27%57.71% (-147%)

Holders
143
Holders Change
+6
Holders Change %
+4.38%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
23
Increased
32
Reduced
50
Closed
14
Calls
$367K
Puts
Net Calls
+$367K
Net Calls Change
+$366K
Name Holding Trade Value Shares
Change
Change in
Stake
VWM
101
Valley Wealth Managers
New Jersey
$61.1K
CAL
102
Capital Analysts LLC
Pennsylvania
$56K -$157K -2,382 -74%
GWM
103
Geneos Wealth Management
Colorado
$54.2K +$10.5K +159 +25%
JHCP
104
Jackson Hole Capital Partners
Oklahoma
$50.9K
First Manhattan
105
First Manhattan
New York
$48.9K
BBHC
106
Brown Brothers Harriman & Co
New York
$45.8K
Franklin Resources
107
Franklin Resources
California
$44K
US Bancorp
108
US Bancorp
Minnesota
$43.6K +$17.5K +264 +70%
ICM
109
Islay Capital Management
Texas
$42.8K
TCOV
110
Trust Company of Vermont
Vermont
$41.3K
FFA
111
Founders Financial Alliance
North Carolina
$40.7K +$39.7K +600 New
CFGS
112
Concourse Financial Group Securities
Alabama
$36.9K +$10.9K +165 +44%
PSB
113
Piscataqua Savings Bank
New Hampshire
$33.8K
HWA
114
HHM Wealth Advisors
Tennessee
$30.6K
National Bank of Canada
115
National Bank of Canada
Quebec, Canada
$30.5K -$6.15K -93 -17%
GRP
116
Global Retirement Partners
California
$27.8K +$12.4K +188 +85%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$27K
RIL
118
Rothschild Investment LLC
Illinois
$26.5K +$25.8K +390 New
NS
119
NBC Securities
Alabama
$23K -$793 -12 -3%
HI
120
Harbour Investments
Wisconsin
$21.6K
SSB
121
Sandy Spring Bank
Maryland
$21.6K
Citigroup
122
Citigroup
New York
$20.4K
DIP
123
DT Investment Partners
Pennsylvania
$20.4K
DSC
124
Duncker Streett & Co
Missouri
$20.4K
IA
125
IFP Advisors
Florida
$19.4K

IHE Hedge Fund Activity: Q1 2024 in Review

143 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2024, worth a combined $379M — down 10% from $422M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IHE positions and 14 closed out — a net gain of 9 holders — while 32 added to existing stakes and 50 trimmed.

The largest buyer was Accurate Wealth Management, opening a new position worth an estimated $7.72M. The largest seller was Morgan Stanley, cutting an estimated $50.6M.

  • 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2024, up from 137 in Q4 2023.
  • Funds reported $379M of iShares US Pharmaceuticals ETF stock for Q1 2024, down 10% quarter-over-quarter.
  • 23 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2024 and 14 closed out, a net change of +9 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2024 was Accurate Wealth Management, an estimated $7.72M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2024 was Morgan Stanley, an estimated $50.6M sold.

Based on aggregated 13F filings for Q1 2024.