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iShares US Pharmaceuticals ETF
IHE

112 hedge funds and large institutions have $104M invested in iShares US Pharmaceuticals ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 25

13% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 15

6% more capital invested

Capital invested by funds: $98.2M → $104M (+$5.97M)

2% more funds holding

Funds holding: 110 → 112 (+2)

0.24% less ownership

Funds ownership: 78.45% → 78.21% (-0.24%)

Holders
112
Holders Change
+2
Holders Change %
+1.82%
% of All Funds
1.72%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
30
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AFA
Arlington Financial Advisors
California
+$2.33M
2
Bank of America
Bank of America
North Carolina
+$1.45M
3
Fisher Asset Management
Fisher Asset Management
Washington
+$1.07M
4
CLOS
Compagnie Lombard Odier SCmA
Switzerland
+$837K
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$837K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$7.63M
2
Osaic Holdings
Osaic Holdings
Arizona
-$1.68M
3
Truist Financial
Truist Financial
North Carolina
-$612K
4
Goldman Sachs
Goldman Sachs
New York
-$556K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
1
Wells Fargo
California
$12M -$275K -4,335 -2%
Morgan Stanley
2
Morgan Stanley
New York
$9.58M +$104K +1,632 +1%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.47M +$837K +13,194 +12%
Brown Advisory
4
Brown Advisory
Maryland
$7.46M -$30.4K -480 -0.4%
Bank of America
5
Bank of America
North Carolina
$6.74M +$1.45M +22,791 +29%
RJA
6
Raymond James & Associates
Florida
$6.28M +$258K +4,062 +4%
LPL Financial
7
LPL Financial
California
$4.85M -$74K -1,167 -2%
MCM
8
Murphy Capital Management
New Jersey
$3.61M -$120K -1,890 -3%
SPIA
9
Steward Partners Investment Advisory
New York
$3.34M +$25.5K +402 +0.8%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$2.7M -$327K -5,151 -11%
Fisher Asset Management
11
Fisher Asset Management
Washington
$2.67M +$1.07M +16,935 +73%
AFA
12
Arlington Financial Advisors
California
$2.44M +$2.33M +36,702 New
UBS Group
13
UBS Group
Switzerland
$2.05M -$108K -1,710 -5%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$2.04M +$240K +3,777 +14%
CFA
15
Cahill Financial Advisors
Minnesota
$1.42M +$6.09K +96 +0.5%
ST
16
Spinnaker Trust
Maine
$1.29M – – –
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.28M +$235K +3,702 +24%
BPA
18
Beacon Pointe Advisors
California
$1.25M -$22.6K -357 -2%
Osaic Holdings
19
Osaic Holdings
Arizona
$1.2M -$1.68M -26,448 -59%
PP
20
Patten & Patten
Tennessee
$1.2M – – –
AWM
21
AE Wealth Management
Kansas
$1.04M +$319K +5,034 +48%
TWC
22
TD Waterhouse Canada
Ontario, Canada
$998K +$841K +13,260 New
IWC
23
Integrated Wealth Concepts
Massachusetts
$966K +$38.2K +603 +4%
TYCC
24
Texas Yale Capital Corp
Florida
$960K – – –
TFF
25
The Family Firm
Maryland
$952K +$3.62K +57 +0.4%
1
2 3 4 5

IHE Hedge Fund Activity: Q4 2021 in Review

112 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2021, worth a combined $104M — up 6.1% from $98.2M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHE positions and 15 closed out — a net gain of 2 holders — while 30 added to existing stakes and 25 trimmed.

The largest buyer was Arlington Financial Advisors, opening a new position worth an estimated $2.33M. The largest seller was Citadel Advisors, exiting entirely with an estimated $7.63M sold.

  • 112 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2021, up from 110 in Q3 2021.
  • Funds reported $104M of iShares US Pharmaceuticals ETF stock for Q4 2021, up 6.1% quarter-over-quarter.
  • 17 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2021 and 15 closed out, a net change of +2 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2021 was Arlington Financial Advisors, an estimated $2.33M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2021 was Citadel Advisors, an estimated $7.63M sold.

Based on aggregated 13F filings for Q4 2021.