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iShares US Pharmaceuticals ETF

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143155 (+12)

2.58% more ownership

Funds ownership: 56.66%59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
101
Capital Analysts LLC
Pennsylvania
$104K +$31.9K +464 +42%
AF
102
Allworth Financial
California
$95.4K -$29.1K -423 -23%
BGAI
103
Bruce G. Allen Investments
Colorado
$91.4K +$275 +4 +0.3%
Fifth Third Bancorp
104
Fifth Third Bancorp
Ohio
$79.5K +$482 +7 +0.6%
PNC Financial Services Group
105
PNC Financial Services Group
Pennsylvania
$70K
MCM
106
MAI Capital Management
Ohio
$61K +$63.9K +928 New
RIA
107
Realta Investment Advisors
Delaware
$59.3K
CSWM
108
Cassady Schiller Wealth Management
Ohio
$59.1K
VWM
109
Valley Wealth Managers
New Jersey
$59.1K
GWM
110
Geneos Wealth Management
Colorado
$52.4K
JHCP
111
Jackson Hole Capital Partners
Oklahoma
$49.3K
TWC
112
TD Waterhouse Canada
Ontario, Canada
$42.3K -$572K -8,315 -93%
UBP
113
Union Bancaire Privee
Switzerland
$41.6K +$45.4K +660 New
ICM
114
Islay Capital Management
Texas
$41.4K
TCOV
115
Trust Company of Vermont
Vermont
$40K
PSB
116
Piscataqua Savings Bank
New Hampshire
$32.7K
HWA
117
HHM Wealth Advisors
Tennessee
$29.6K
AssetMark Inc
118
AssetMark Inc
California
$28.4K
MG
119
Mather Group
Illinois
$28.2K
National Bank of Canada
120
National Bank of Canada
Quebec, Canada
$26.9K -$1.93K -28 -6%
RIL
121
Rothschild Investment LLC
Illinois
$25.6K
US Bancorp
122
US Bancorp
Minnesota
$25.2K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$25.1K -$36.7K -533 -58%
AF
124
Atala Financial
California
$24.8K +$26K +378 New
HNB
125
Huntington National Bank
Ohio
$24.3K

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.