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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
RFG
151
REAP Financial Group
Texas
$4.15K
IWM
152
IMG Wealth Management
Florida
$3.64K +$3.78K +55 New
BTI
153
Blue Trust Inc
Georgia
$1.51K +$1.58K +23 New
FFA
154
Farther Finance Advisors
California
$923 -$170K -2,468 -99%
NSIM
155
North Star Investment Management
Illinois
$696 -$826 -12 -52%
RCM
156
Raleigh Capital Management
North Carolina
$65
RW
157
Rockport Wealth
Ohio
-$14.5M -205,662 Closed
SCA
158
Southern Capital Advisors
Tennessee
-$2.84M -40,280 Closed
FTUS
159
Flow Traders U.S.
New York
-$839K -11,886 Closed
Jane Street
160
Jane Street
New York
-$836K -11,846 Closed
PFA
161
Pinnacle Family Advisors
Missouri
-$819K -11,595 Closed
Marshall Wace
162
Marshall Wace
United Kingdom
-$593K -8,398 Closed
RWA
163
Redhawk Wealth Advisors
Minnesota
-$308K -4,361 Closed
TRCT
164
Tower Research Capital (TRC)
New York
-$283K -4,012 Closed
TCA
165
Transcend Capital Advisors
New Jersey
-$238K -3,372 Closed
EWA
166
EP Wealth Advisors
California
-$157K -2,220 Closed
NS
167
NBC Securities
Alabama
-$31K -449 Closed
DIP
168
DT Investment Partners
Pennsylvania
-$21.2K -300 Closed
GGI
169
Godsey & Gibb Inc
Virginia
-$5.93K -84 Closed
HR
170
Howe & Rusling
New York
-$5.93K -84 Closed
William Blair & Company
171
William Blair & Company
Illinois
-$3.67K -52 Closed
PA
172
Parallel Advisors
California
-$1.28K -18 Closed

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.