iShares US Pharmaceuticals ETF
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.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
50% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 32
22% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 18
2% more capital invested
Capital invested by funds: $379M → $387M (+$7.56M)
0% more funds holding
Funds holding: 143 → 143 (0)
0.9% less ownership
Funds ownership: 57.71% → 56.82% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MSCM
McElhenny Sheffield Capital Management
Dallas,
Texas
|
+$18.7M |
| 2 |
ACA
Aptus Capital Advisors
Fairhope,
Alabama
|
+$12M |
| 3 |
RW
Rockport Wealth
Fairview Park,
Ohio
|
+$11.9M |
| 4 |
RCM
Raleigh Capital Management
Cary,
North Carolina
|
+$1.69M |
| 5 |
SFC
Strategic Financial Concepts
San Antonio,
Texas
|
+$1.36M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
Accurate Wealth Management
Wesley Chapel,
Florida
|
-$7.36M |
| 2 |
Morgan Stanley
New York
|
-$7.14M |
| 3 |
Fisher Asset Management
Camas,
Washington
|
-$6.22M |
| 4 |
VCM
Virtue Capital Management
Brentwood,
Tennessee
|
-$4.98M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.37M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FTUS
151
Flow Traders U.S.
New York
| – | -$209K | -3,085 | Closed |
|
|
MAWCM
152
Mine & Arao Wealth Creation & Management
Campbell,
California
| – | -$116K | -1,710 | Closed |
|
153
First Manhattan
New York
| – | -$48.9K | -720 | Closed |
|
|
FFA
154
Founders Financial Alliance
Raleigh,
North Carolina
| – | -$40.7K | -600 | Closed |
|
|
SSB
155
Sandy Spring Bank
Olney,
Maryland
| – | -$21.6K | -318 | Closed |
|
156
Citigroup
New York
| – | -$20.4K | -300 | Closed |
|
|
PWA
157
Provenance Wealth Advisors
Fort Lauderdale,
Florida
| – | -$14.3K | -210 | Closed |
|
158
Bessemer Group
Woodbridge,
New Jersey
| – | -$11K | -165 | Closed |
|
|
AAG
159
Armstrong Advisory Group
Needham,
Massachusetts
| – | -$19.3K | -104 | Closed |
|
|
AA
160
Addison Advisors
Middlebury,
Vermont
| – | -$4.28K | -63 | Closed |
|
|
S
161
SignatureFD
Atlanta,
Georgia
| – | -$4.07K | -60 | Closed |
|
|
FFA
162
Frazier Financial Advisors
Columbus,
Ohio
| – | -$1.02K | -15 | Closed |
|
IHE Hedge Fund Activity: Q2 2024 in Review
143 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2024, worth a combined $387M — up 2% from $379M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IHE positions and 18 closed out — a net gain of 4 holders — while 48 added to existing stakes and 32 trimmed.
The largest buyer was McElhenny Sheffield Capital Management, opening a new position worth an estimated $18.7M. The largest seller was Accurate Wealth Management, exiting entirely with an estimated $7.36M sold.
- 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2024, unchanged from Q1 2024.
- Funds reported $387M of iShares US Pharmaceuticals ETF stock for Q2 2024, up 2% quarter-over-quarter.
- 22 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2024 and 18 closed out, a net change of +4 holders.
- The largest iShares US Pharmaceuticals ETF buyer in Q2 2024 was McElhenny Sheffield Capital Management, an estimated $18.7M added.
- The largest iShares US Pharmaceuticals ETF seller in Q2 2024 was Accurate Wealth Management, an estimated $7.36M sold.
Based on aggregated 13F filings for Q2 2024.