We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143155 (+12)

2.58% more ownership

Funds ownership: 56.66%59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
AG
126
AmeriFlex Group
Nevada
$20.2K +$20K +291 New
GRP
127
Global Retirement Partners
California
$19.8K
DSC
128
Duncker Streett & Co
Missouri
$19.7K
HI
129
Harbour Investments
Wisconsin
$19.7K
IA
130
IFP Advisors
Florida
$18.7K
CFD
131
Creative Financial Designs
Indiana
$17.1K
Carson Wealth (CWM LLC)
132
Carson Wealth (CWM LLC)
Nebraska
$16K -$2K -29 -11%
Russell Investments Group
133
Russell Investments Group
United Kingdom
$14.8K
OHWP
134
Oak Harbor Wealth Partners
North Carolina
$13.8K
Franklin Resources
135
Franklin Resources
California
$13K
MMCM
136
Murphy & Mullick Capital Management
New York
$12.4K +$13K +189 New
FIM
137
FWL Investment Management
Texas
$11.8K
CFGS
138
Concourse Financial Group Securities
Alabama
$11.2K -$25.8K -375 -69%
SPIA
139
Steward Partners Investment Advisory
New York
$10.6K
AA
140
AlphaMark Advisors
Kentucky
$10K
RPCA
141
Running Point Capital Advisors
California
$8.87K
EWM
142
EPG Wealth Management
Georgia
$6.9K
MA
143
Modus Advisors
Minnesota
$6.51K +$6.81K +99 New
AWM
144
AE Wealth Management
Kansas
$6.12K +$6.4K +93 New
BPAMU
145
BTG Pactual Asset Management US
New York
$6.05K +$5.99K +87 New
BCWM
146
Bartlett & Co Wealth Management
Ohio
$5.92K
CA
147
Continuum Advisory
Idaho
$5.72K
ACA
148
Aptus Capital Advisors
Alabama
$5.67K
GWANC
149
Guardian Wealth Advisors (North Carolina)
North Carolina
$5.65K
SWA
150
SOA Wealth Advisors
New York
$5.52K

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.