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iShares US Pharmaceuticals ETF

87 hedge funds and large institutions have $197M invested in iShares US Pharmaceuticals ETF in 2016 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 39 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

4% less capital invested

Capital invested by funds: $205M → $197M (-$8.14M)

2.46% less ownership

Funds ownership: 97.38%94.92% (-2.5%)

4% less funds holding

Funds holding: 9187 (-4)

36% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 11

49% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 39

Holders
87
Holders Change
-4
Holders Change %
-4.4%
% of All Funds
2.32%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.08%
New
7
Increased
20
Reduced
39
Closed
11
Calls
$259K
Puts
Net Calls
+$259K
Net Calls Change
+$259K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$31M +$10.3M +216,627 +51%
Bank of America
2
Bank of America
North Carolina
$18.7M -$4.91M -103,194 -21%
AWA
3
ARS Wealth Advisors
Florida
$14.9M +$89.2K +1,875 +0.6%
Goldman Sachs
4
Goldman Sachs
New York
$14.5M +$9.85K +207 +0.1%
Brown Advisory
5
Brown Advisory
Maryland
$11.4M -$723K -15,195 -6%
ST
6
Spinnaker Trust
Maine
$10.2M +$134K +2,808 +1%
SFI
7
SPC Financial Inc
Maryland
$9.08M -$2.34M -49,221 -21%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$7.35M -$2.52M -52,911 -26%
Wells Fargo
9
Wells Fargo
California
$6.49M -$1.02M -21,483 -14%
EAMA
10
EFG Asset Management (Americas)
Florida
$6.43M -$1.39M -29,205 -18%
MFS
11
MSI Financial Services
Massachusetts
$5.95M +$729K +15,315 +14%
LPL Financial
12
LPL Financial
California
$5.6M -$6.76M -142,074 -56%
MCM
13
Murphy Capital Management
New Jersey
$5.1M -$605K -12,711 -11%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$3.29M -$615K -12,933 -16%
VF
15
Virtu Financial
New York
$2.79M +$2.76M +57,960 New
Citadel Advisors
16
Citadel Advisors
Florida
$2.65M +$1.98M +41,571 +308%
UBS Group
17
UBS Group
Switzerland
$2.55M -$1.2M -25,272 -32%
RJA
18
Raymond James & Associates
Florida
$2.42M -$152K -3,192 -6%
CS
19
Credit Suisse
Switzerland
$2.29M -$1.33M -28,029 -37%
Jane Street
20
Jane Street
New York
$1.91M -$1.9M -40,011 -50%
CAN
21
Cetera Advisor Networks
California
$1.85M -$77.7K -1,632 -4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$1.61M -$4.02M -84,579 -72%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$1.55M +$599K +12,591 +64%
Ameriprise
24
Ameriprise
Minnesota
$1.4M +$168K +3,537 +14%
CFA
25
Cahill Financial Advisors
Minnesota
$1.35M -$428 -9 -0%

IHE Hedge Fund Activity: Q2 2016 in Review

87 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2016, worth a combined $197M — down 4% from $205M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IHE and 7 opened new positions — a net loss of 4 holders — while 39 trimmed existing stakes and 20 added.

The largest buyer was Morgan Stanley, adding an estimated $10.3M. The largest seller was LPL Financial, cutting an estimated $6.76M.

  • 87 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2016, down from 91 in Q1 2016.
  • Funds reported $197M of iShares US Pharmaceuticals ETF stock for Q2 2016, down 4% quarter-over-quarter.
  • 7 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2016 and 11 closed out, a net change of -4 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2016 was Morgan Stanley, an estimated $10.3M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2016 was LPL Financial, an estimated $6.76M sold.

Based on aggregated 13F filings for Q2 2016.