iShares US Pharmaceuticals ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EE
EWG Elevate
Roseville,
California
|
+$6.32M |
| 2 |
Morgan Stanley
New York
|
+$5.2M |
| 3 |
Goldman Sachs
New York
|
+$4.05M |
| 4 |
AWS
Atria Wealth Solutions
New York
|
+$3.61M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$3.54M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$1.87M |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$1.16M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 4 |
SCA
Southern Capital Advisors
Jackson,
Tennessee
|
-$1.04M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$730K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
126
Citadel Advisors
Miami,
Florida
| – | -$1.87M | -28,866 | Closed |
|
|
127
Stifel Financial
St. Louis,
Missouri
| – | -$1.16M | -17,919 | Closed |
|
|
SCA
128
Southern Capital Advisors
Jackson,
Tennessee
| – | -$1.04M | -16,005 | Closed |
|
|
CAM
129
Concorde Asset Management
Ann Arbor,
Michigan
| – | -$206K | -3,180 | Closed |
|
|
BFC
130
Bedel Financial Consulting
Indianapolis,
Indiana
| – | -$83K | -1,275 | Closed |
|
131
Koshinski Asset Management
Decatur,
Illinois
| – | -$78.5K | -1,212 | Closed |
|
|
FAG
132
Fortitude Advisory Group
Gig Harbor,
Washington
| – | -$44K | -675 | Closed |
|
|
PFS
133
Prospera Financial Services
Dallas,
Texas
| – | -$16K | -240 | Closed |
|
|
FNBOSM
134
First National Bank of South Miami
South Miami,
Florida
| – | -$9K | -144 | Closed |
|
|
MCC
135
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$9K | -132 | Closed |
|
|
EWM
136
EPG Wealth Management
Atlanta,
Georgia
| – | -$7K | -105 | Closed |
|
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.