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iShares US Pharmaceuticals ETF

102 hedge funds and large institutions have $321M invested in iShares US Pharmaceuticals ETF in 2015 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 43 increasing their positions, 32 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

34% more repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 32

0% more funds holding in top 10

Funds holding in top 10: 44 (0)

8.04% less ownership

Funds ownership: 104.24%96.2% (-8%)

15% less funds holding

Funds holding: 120102 (-18)

21% less capital invested

Capital invested by funds: $404M → $321M (-$83M)

74% less first-time investments, than exits

New positions opened: 6 | Existing positions closed: 23

Holders
102
Holders Change
-18
Holders Change %
-15%
% of All Funds
2.85%
Holding in Top 10
4
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.11%
New
6
Increased
43
Reduced
32
Closed
23
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$40.5M -$19.8M -345,465 -30%
Bank of America
2
Bank of America
North Carolina
$38.6M +$960K +16,752 +2%
Wells Fargo
3
Wells Fargo
California
$21.2M -$1.5M -26,223 -6%
BCM
4
Brookstone Capital Management
Illinois
$16.3M -$34.2K -597 -0.2%
AWA
5
ARS Wealth Advisors
Florida
$15.3M -$536K -9,348 -3%
BWM
6
Braver Wealth Management
Massachusetts
$14.9M +$4.94M +86,151 +40%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$14.2M -$2.82M -49,215 -15%
Brown Advisory
8
Brown Advisory
Maryland
$12.8M +$555K +9,690 +4%
SFI
9
SPC Financial Inc
Maryland
$11.3M +$2.75M +47,910 +26%
LPL Financial
10
LPL Financial
California
$11.3M -$3.38M -58,986 -21%
ST
11
Spinnaker Trust
Maine
$9.47M +$1.7M +29,598 +18%
Goldman Sachs
12
Goldman Sachs
New York
$7.45M -$218K -3,795 -2%
Susquehanna International Group
13
Susquehanna International Group
Pennsylvania
$7.24M +$5.8M +101,160 +222%
UBS Group
14
UBS Group
Switzerland
$6.87M -$880K -15,351 -10%
MCM
15
Murphy Capital Management
New Jersey
$6.23M -$55K -960 -0.8%
MFS
16
MSI Financial Services
Massachusetts
$5.61M +$1.83M +31,962 +39%
TRCT
17
Tower Research Capital (TRC)
New York
$4.84M +$4.16M +72,609 +285%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$4.34M +$185K +3,231 +4%
RJA
19
Raymond James & Associates
Florida
$4.31M -$8.4M -146,592 -63%
AIG
20
American International Group
New York
$4.26M +$540K +9,414 +12%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$4.17M +$547K +9,549 +13%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.55M +$4.12M +71,922 New
Jane Street
23
Jane Street
New York
$3.43M +$3.98M +69,495 New
LTFS
24
Ladenburg Thalmann Financial Services
Florida
$3.03M -$379K -6,609 -10%
Citadel Advisors
25
Citadel Advisors
Florida
$2.96M -$799K -13,941 -19%

IHE Hedge Fund Activity: Q3 2015 in Review

102 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2015, worth a combined $321M — down 21% from $404M a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IHE and 6 opened new positions — a net loss of 17 holders — while 32 trimmed existing stakes and 43 added.

The largest buyer was Susquehanna International Group, adding an estimated $5.8M. The largest seller was Morgan Stanley, cutting an estimated $19.8M.

  • 102 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2015, down from 120 in Q2 2015.
  • Funds reported $321M of iShares US Pharmaceuticals ETF stock for Q3 2015, down 21% quarter-over-quarter.
  • 6 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2015 and 23 closed out, a net change of -17 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q3 2015 was Susquehanna International Group, an estimated $5.8M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q3 2015 was Morgan Stanley, an estimated $19.8M sold.

Based on aggregated 13F filings for Q3 2015.