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iShares US Pharmaceuticals ETF

120 hedge funds and large institutions have $404M invested in iShares US Pharmaceuticals ETF in 2015 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 45 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 9

29% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 35

8% more funds holding

Funds holding: 111120 (+9)

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8% less capital invested

Capital invested by funds: $441M → $404M (-$36.7M)

11.89% less ownership

Funds ownership: 116.14%104.24% (-12%)

Holders
120
Holders Change
+9
Holders Change %
+8.11%
% of All Funds
3.23%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
19
Increased
45
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$67.9M +$1.73M +29,538 +3%
Bank of America
2
Bank of America
North Carolina
$44.7M +$1.26M +21,522 +3%
Wells Fargo
3
Wells Fargo
California
$26.5M -$341K -5,841 -1%
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$19.7M +$3.74M +63,972 +23%
BCM
5
Brookstone Capital Management
Illinois
$19.3M +$831K +14,223 +4%
AWA
6
ARS Wealth Advisors
Florida
$18.6M -$3.81M -65,265 -17%
LPL Financial
7
LPL Financial
California
$16.4M -$329K -5,631 -2%
Brown Advisory
8
Brown Advisory
Maryland
$14.5M -$594K -10,170 -4%
RJA
9
Raymond James & Associates
Florida
$13.6M +$5.97M +102,222 +78%
BWM
10
Braver Wealth Management
Massachusetts
$12.6M -$338K -5,781 -3%
SFI
11
SPC Financial Inc
Maryland
$10.6M +$1.86M +31,899 +21%
ST
12
Spinnaker Trust
Maine
$9.46M +$153K +2,625 +2%
Goldman Sachs
13
Goldman Sachs
New York
$9.02M +$234K +4,002 +3%
UBS Group
14
UBS Group
Switzerland
$9.01M -$1.34M -22,968 -13%
MCM
15
Murphy Capital Management
New Jersey
$7.41M -$151K -2,580 -2%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$4.94M +$182K +3,117 +4%
MFS
17
MSI Financial Services
Massachusetts
$4.77M +$2.25M +38,505 +89%
AIG
18
American International Group
New York
$4.49M +$95.9K +1,641 +2%
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$4.36M +$1.15M +19,668 +36%
Citadel Advisors
20
Citadel Advisors
Florida
$4.3M +$4.32M +73,878 New
CCMG
21
Clark Capital Management Group
Pennsylvania
$4.22M -$359K -6,153 -8%
UFF
22
USA Financial Formulas
Michigan
$3.99M +$3.73M +63,933 +1,430%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$3.96M +$1.88M +32,100 +90%
OC
24
Oppenheimer & Co
New York
$2.98M -$290K -4,971 -9%
CS
25
Credit Suisse
Switzerland
$2.83M -$1.45M -24,861 -34%

IHE Hedge Fund Activity: Q2 2015 in Review

120 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2015, worth a combined $404M — down 8.3% from $441M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IHE positions and 9 closed out — a net gain of 10 holders — while 45 added to existing stakes and 35 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $5.97M. The largest seller was Bank of Montreal, cutting an estimated $54.5M.

  • 120 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2015, up from 111 in Q1 2015.
  • Funds reported $404M of iShares US Pharmaceuticals ETF stock for Q2 2015, down 8.3% quarter-over-quarter.
  • 19 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2015 and 9 closed out, a net change of +10 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2015 was Raymond James & Associates, an estimated $5.97M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2015 was Bank of Montreal, an estimated $54.5M sold.

Based on aggregated 13F filings for Q2 2015.