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iShares US Pharmaceuticals ETF

143 hedge funds and large institutions have $374M invested in iShares US Pharmaceuticals ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding

Funds holding: 143143 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.16% less ownership

Funds ownership: 56.82%56.66% (-0.16%)

3% less capital invested

Capital invested by funds: $387M → $374M (-$12.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
45
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Franklin Resources
126
Franklin Resources
California
$14.1K -$31.4K -450 -69%
FIM
127
FWL Investment Management
Texas
$12.7K +$12.5K +180 New
SPIA
128
Steward Partners Investment Advisory
New York
$11.4K
AA
129
AlphaMark Advisors
Kentucky
$11K
RPCA
130
Running Point Capital Advisors
California
$9.53K
HNB
131
Huntington National Bank
Ohio
$7.91K
EWM
132
EPG Wealth Management
Georgia
$7.41K +$7.32K +105 New
BCWM
133
Bartlett & Co Wealth Management
Ohio
$6.36K
ACA
134
Aptus Capital Advisors
Alabama
$6.07K -$12.8M -183,349 -100%
GWANC
135
Guardian Wealth Advisors (North Carolina)
North Carolina
$6.07K +$5.99K +86 New
GGI
136
Godsey & Gibb Inc
Virginia
$5.93K +$5.85K +84 New
HR
137
Howe & Rusling
New York
$5.93K +$5.85K +84 New
CA
138
Continuum Advisory
Idaho
$5.93K
SWA
139
SOA Wealth Advisors
New York
$5.93K
RFG
140
REAP Financial Group
Texas
$4.45K +$4.39K +63 New
William Blair & Company
141
William Blair & Company
Illinois
$3.67K
NSIM
142
North Star Investment Management
Illinois
$1.59K +$70 +1 +5%
PA
143
Parallel Advisors
California
$1.28K +$1.25K +18 New
RCM
144
Raleigh Capital Management
North Carolina
$80 -$1.8M -25,819 -100%
MSCM
145
McElhenny Sheffield Capital Management
Texas
-$18.9M -285,613 Closed
SFC
146
Strategic Financial Concepts
Texas
-$16.8K -20,815 Closed
W
147
WorthPointe
California
-$1.18M -17,803 Closed
Two Sigma Investments
148
Two Sigma Investments
New York
-$418K -6,300 Closed
D.E. Shaw & Co
149
D.E. Shaw & Co
New York
-$346K -5,211 Closed
EFS
150
Essex Financial Services
Connecticut
-$280K -4,101 Closed

IHE Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2024, worth a combined $374M — down 3.3% from $387M a quarter earlier.

Fund positioning in IHE was balanced in Q3 2024: 14 funds opened new positions, 14 closed out, 45 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.47M. The largest seller was McElhenny Sheffield Capital Management, exiting entirely with an estimated $18.9M sold.

  • 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $374M of iShares US Pharmaceuticals ETF stock for Q3 2024, down 3.3% quarter-over-quarter.
  • 14 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2024 and 14 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.47M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q3 2024 was McElhenny Sheffield Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2024.