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iShares US Pharmaceuticals ETF
IHE

101 hedge funds and large institutions have $98.4M invested in iShares US Pharmaceuticals ETF in 2021 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

12% more capital invested

Capital invested by funds: $87.9M → $98.4M (+$10.5M)

3.27% more ownership

Funds ownership: 74.23% → 77.5% (+3.3%)

0% more funds holding

Funds holding: 101 → 101 (0)

0% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 13

Holders
101
Holders Change
–
Holders Change %
0%
% of All Funds
1.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
29
Reduced
25
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
+$7.03M
2
UBS Group
UBS Group
Switzerland
+$2.08M
3
Wells Fargo
Wells Fargo
California
+$1.67M
4
BPA
Beacon Pointe Advisors
California
+$974K
5
Morgan Stanley
Morgan Stanley
New York
+$619K

Top Sellers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.61M
2
WIA
Wealthstreet Investment Advisors
Texas
-$1.08M
3
Brown Advisory
Brown Advisory
Maryland
-$457K
4
TRCT
Tower Research Capital (TRC)
New York
-$426K
5
Bank of America
Bank of America
North Carolina
-$358K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$11.2M +$1.67M +27,396 +18%
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$9.38M +$215K +3,543 +2%
Morgan Stanley
3
Morgan Stanley
New York
$8.47M +$619K +10,185 +8%
Citadel Advisors
4
Citadel Advisors
Florida
$7.47M +$7.03M +115,575 +2,248%
Brown Advisory
5
Brown Advisory
Maryland
$6.99M -$457K -7,512 -6%
Bank of America
6
Bank of America
North Carolina
$5.82M -$358K -5,889 -6%
RJA
7
Raymond James & Associates
Florida
$5.42M +$346K +5,691 +7%
LPL Financial
8
LPL Financial
California
$4.44M -$353K -5,802 -7%
UBS Group
9
UBS Group
Switzerland
$4.17M +$2.08M +34,173 +103%
MCM
10
Murphy Capital Management
New Jersey
$3.52M -$30.1K -495 -0.9%
SPIA
11
Steward Partners Investment Advisory
New York
$2.94M +$140K +2,298 +5%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$2.84M +$47.2K +777 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$1.66M -$194K -3,192 -11%
Fisher Asset Management
14
Fisher Asset Management
Washington
$1.35M -$265K -4,365 -17%
CFA
15
Cahill Financial Advisors
Minnesota
$1.31M +$912 +15 +0.1%
ST
16
Spinnaker Trust
Maine
$1.26M – – –
Truist Financial
17
Truist Financial
North Carolina
$1.13M -$203K -3,345 -15%
Janney Montgomery Scott
18
Janney Montgomery Scott
Pennsylvania
$1.12M +$22.8K +375 +2%
PP
19
Patten & Patten
Tennessee
$1.12M – – –
Osaic Holdings
20
Osaic Holdings
Arizona
$1.09M -$14K -231 -1%
BPA
21
Beacon Pointe Advisors
California
$991K +$974K +16,011 New
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$910K -$3.61M -59,373 -80%
TYCC
23
Texas Yale Capital Corp
Florida
$893K – – –
TFF
24
The Family Firm
Maryland
$750K +$35.6K +585 +5%
AMG
25
Asset Management Group
Connecticut
$738K +$5.47K +90 +0.8%
1
2 3 4 5

IHE Hedge Fund Activity: Q2 2021 in Review

101 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q2 2021, worth a combined $98.4M — up 12% from $87.9M a quarter earlier.

Fund positioning in IHE was balanced in Q2 2021: 13 funds opened new positions, 13 closed out, 29 added to existing stakes and 25 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $7.03M. The largest seller was Susquehanna International Group, cutting an estimated $3.61M.

  • 101 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q2 2021, unchanged from Q1 2021.
  • Funds reported $98.4M of iShares US Pharmaceuticals ETF stock for Q2 2021, up 12% quarter-over-quarter.
  • 13 funds opened new iShares US Pharmaceuticals ETF positions in Q2 2021 and 13 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q2 2021 was Citadel Advisors, an estimated $7.03M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q2 2021 was Susquehanna International Group, an estimated $3.61M sold.

Based on aggregated 13F filings for Q2 2021.