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iShares US Pharmaceuticals ETF
IHE

Overview Fund Activity

143 hedge funds and large institutions have $387M invested in iShares US Pharmaceuticals ETF in 2024 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 48 increasing their positions, 32 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
143
Holders Change
–
Holders Change %
0%
% of All Funds
2.08%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
22
Increased
48
Reduced
32
Closed
18
Calls
$411K
Puts
–
Net Calls
+$411K
Net Calls Change
+$44K

Top Buyers

1
MSCM
McElhenny Sheffield Capital Management
Texas
$18.9M
2
ACA
Aptus Capital Advisors
Alabama
$12.2M
3
RW
Rockport Wealth
Ohio
$12.1M
4
RCM
Raleigh Capital Management
North Carolina
$1.71M
5
W
WorthPointe
California
$1.18M

Top Sellers

1
AWM
Accurate Wealth Management
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$16.1M
3
Fisher Asset Management
Fisher Asset Management
Washington
$228M
4
VCM
Virtue Capital Management
Tennessee
$0
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$616K
Name Holding Trade Value Shares
Change 		Shares
Change %
AssetMark Inc
126
AssetMark Inc
California
$14.3K +$14.3K +216 New
OHWP
127
Oak Harbor Wealth Partners
North Carolina
$13.9K – – –
Carson Wealth (CWM LLC)
128
Carson Wealth (CWM LLC)
Nebraska
$12K -$15.3K -222 -56%
LIA
129
Lynx Investment Advisory
District of Columbia
$11.3K +$11.3K +171 New
US Bancorp
130
US Bancorp
Minnesota
$10.7K -$31.8K -480 -75%
SPIA
131
Steward Partners Investment Advisory
New York
$10.7K – – –
AA
132
AlphaMark Advisors
Kentucky
$10K – – –
TFA
133
Toth Financial Advisory
Virginia
$9.95K +$9.95K +150 New
RPCA
134
Running Point Capital Advisors
California
$8.95K – – –
HNB
135
Huntington National Bank
Ohio
$7.43K -$7.6K – –
EWM
136
EPG Wealth Management
Georgia
$6.96K -$7.13K -105 Closed
BCWM
137
Bartlett & Co Wealth Management
Ohio
$5.97K – – –
NP
138
NorthRock Partners
Minnesota
$5.97K +$5.97K +90 New
CA
139
Continuum Advisory
Idaho
$5.77K – – –
SWA
140
SOA Wealth Advisors
New York
$5.57K – – –
IAIM
141
International Assets Investment Management
Florida
$5.17K +$5.17K +78 New
1832 Asset Management
142
1832 Asset Management
Ontario, Canada
$4.97K +$4.97K +75 New
PIS
143
POM Investment Strategies
North Carolina
$4.78K +$4.78K +72 New
William Blair & Company
144
William Blair & Company
Illinois
$3.45K +$3.45K +52 New
NSIM
145
North Star Investment Management
Illinois
$1.49K – – –
AWM
146
Accurate Wealth Management
Florida
– -$7.36M -116,854 Closed
VCM
147
Virtue Capital Management
Tennessee
– -$4.98M -77,546 Closed
CI
148
CX Institutional
Indiana
– -$254K -3,748 Closed
SWA
149
Stratos Wealth Advisors
Ohio
– -$235K -3,465 Closed
AWS
150
Atria Wealth Solutions
New York
– -$214K -3,150 Closed
3 4 5
6
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