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iShares US Pharmaceuticals ETF
IHE

127 hedge funds and large institutions have $127M invested in iShares US Pharmaceuticals ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

2.23% more ownership

Funds ownership: 100.23% → 102.46% (+2.2%)

2% less funds holding

Funds holding: 130 → 127 (-3)

9% less capital invested

Capital invested by funds: $140M → $127M (-$13.2M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
29
Closed
18
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$12K

Top Buyers

Rank Fund Capital Flow
1
RIG
RiverFront Investment Group
Virginia
+$5.81M
2
RJA
Raymond James & Associates
Florida
+$4.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.92M
4
Jane Street
Jane Street
New York
+$2.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.51M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$8.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.52M
3
RWP
RWA Wealth Partners
Massachusetts
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
S
126
SignatureFD
Georgia
$1.05K +$1.08K +18 New
RG
127
Retirement Group
California
$1K – – –
HNB
128
Huntington National Bank
Ohio
$175 – – –
RWP
129
RWA Wealth Partners
Massachusetts
– -$3.73M -59,754 Closed
TAM
130
Tocqueville Asset Management
New York
– -$1.08M -17,484 Closed
Vontobel Holding
131
Vontobel Holding
Switzerland
– -$651K -10,500 Closed
MW
132
MBL Wealth
North Carolina
– -$591K -9,531 Closed
CCT
133
Chemung Canal Trust
New York
– -$572K -9,213 Closed
SVWAG
134
Sound View Wealth Advisors Group
Georgia
– -$505K -8,178 Closed
TCA
135
Transcend Capital Advisors
New Jersey
– -$209K -3,372 Closed
AWM
136
Axxcess Wealth Management
California
– -$205K -3,300 Closed
ESB
137
Essex Savings Bank
Connecticut
– -$205K -3,300 Closed
PCMF
138
Private Capital Management (Florida)
Florida
– -$205K -3,300 Closed
VFG
139
V2 Financial group
Illinois
– -$205K -3,300 Closed
CAM
140
Concorde Asset Management
Michigan
– -$202K -3,264 Closed
CG
141
Cutler Group
California
– -$55K -900 Closed
AAMA
142
Advanced Asset Management Advisors
Ohio
– -$54.7K -882 Closed
Simplex Trading
143
Simplex Trading
Illinois
– -$19K -309 Closed
RIA
144
Realta Investment Advisors
Delaware
– -$15.1K -243 Closed
MCC
145
Money Concepts Capital
Florida
– -$6.51K -105 Closed
TFA
146
Transamerica Financial Advisors
Florida
– -$1K -3 Closed
2 3 4 5
6

IHE Hedge Fund Activity: Q1 2023 in Review

127 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2023, worth a combined $127M — down 9.4% from $140M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IHE and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $5.81M. The largest seller was Wells Fargo, cutting an estimated $8.47M.

  • 127 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $127M of iShares US Pharmaceuticals ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2023 and 18 closed out, a net change of -3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2023 was RiverFront Investment Group, an estimated $5.81M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2023 was Wells Fargo, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2023.