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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
AAG
126
Armstrong Advisory Group
Massachusetts
$19.3K -$13.8K -208 -67%
CFD
127
Creative Financial Designs
Indiana
$17.4K +$66 +1 +0.4%
OHWP
128
Oak Harbor Wealth Partners
North Carolina
$14.3K
PWA
129
Provenance Wealth Advisors
Florida
$14.3K
Qube Research & Technologies (QRT)
130
Qube Research & Technologies (QRT)
United Kingdom
$12.6K +$4.89K +74 +67%
Bessemer Group
131
Bessemer Group
New Jersey
$11K
SPIA
132
Steward Partners Investment Advisory
New York
$11K
AA
133
AlphaMark Advisors
Kentucky
$10K
RPCA
134
Running Point Capital Advisors
California
$9.17K +$5.95K +90 +200%
HNB
135
Huntington National Bank
Ohio
$7.6K
EWM
136
EPG Wealth Management
Georgia
$7.13K
BCWM
137
Bartlett & Co Wealth Management
Ohio
$6.11K
CA
138
Continuum Advisory
Idaho
$5.71K +$5.75K +87 New
SWA
139
SOA Wealth Advisors
New York
$5.7K
AA
140
Addison Advisors
Vermont
$4.28K +$4.17K +63 New
S
141
SignatureFD
Georgia
$4.07K +$2.38K +36 +150%
NSIM
142
North Star Investment Management
Illinois
$1.52K +$66 +1 +5%
FFA
143
Frazier Financial Advisors
Ohio
$1.02K +$992 +15 New
RG
144
Retirement Group
California
$815
RIG
145
RiverFront Investment Group
Virginia
-$7.02M -138,858 Closed
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
-$1.88M -30,432 Closed
WG
147
Welch Group
Alabama
-$657K -10,626 Closed
SVWAG
148
Sound View Wealth Advisors Group
Georgia
-$505K -8,178 Closed
Stifel Financial
149
Stifel Financial
Missouri
-$505K -8,169 Closed
RPA
150
Rock Point Advisors
Vermont
-$225K -3,633 Closed

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.