We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF

130 hedge funds and large institutions have $140M invested in iShares US Pharmaceuticals ETF in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 33 increasing their positions, 32 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

600% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 3

169% more call options, than puts

Call options by funds: $651K | Put options by funds: $242K

19% more capital invested

Capital invested by funds: $118M → $140M (+$22.1M)

15% more funds holding

Funds holding: 113130 (+17)

7.34% more ownership

Funds ownership: 92.89%100.23% (+7.3%)

3% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 32

Holders
130
Holders Change
+17
Holders Change %
+15.04%
% of All Funds
2.09%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
33
Reduced
32
Closed
3
Calls
$651K
Puts
$242K
Net Calls
+$409K
Net Calls Change
+$174K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$15.3M +$3.95M +65,688 +36%
Wells Fargo
2
Wells Fargo
California
$13.4M -$274K -4,557 -2%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.06M -$459K -7,638 -6%
RJA
4
Raymond James & Associates
Florida
$7.34M +$44.2K +735 +0.6%
Fisher Asset Management
5
Fisher Asset Management
Washington
$7.21M +$3.05M +50,625 +77%
Bank of America
6
Bank of America
North Carolina
$7.05M -$4.04M -67,212 -37%
Brown Advisory
7
Brown Advisory
Maryland
$6.89M -$7.22K -120 -0.1%
Susquehanna International Group
8
Susquehanna International Group
Pennsylvania
$6.86M +$425K +7,065 +7%
UBS Group
9
UBS Group
Switzerland
$5.71M +$619K +10,293 +13%
Citadel Advisors
10
Citadel Advisors
Florida
$5.18M +$1.79M +29,676 +55%
LPL Financial
11
LPL Financial
California
$4.97M +$644K +10,701 +15%
Goldman Sachs
12
Goldman Sachs
New York
$4.05M +$2.42M +40,209 +160%
RWP
13
RWA Wealth Partners
Massachusetts
$3.73M +$3.59M +59,754 New
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$3.12M -$48.7K -810 -2%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$2.48M +$209K +3,471 +10%
MFG
16
Merit Financial Group
Georgia
$2.45M +$514K +8,544 +28%
Janney Montgomery Scott
17
Janney Montgomery Scott
Pennsylvania
$1.83M +$28.5K +474 +2%
SPIA
18
Steward Partners Investment Advisory
New York
$1.6M +$4.33K +72 +0.3%
CFA
19
Cahill Financial Advisors
Minnesota
$1.32M +$8.48K +141 +0.7%
BPA
20
Beacon Pointe Advisors
California
$1.2M +$36.1K +600 +3%
Envestnet Asset Management
21
Envestnet Asset Management
Illinois
$1.17M +$34.5K +573 +3%
ST
22
Spinnaker Trust
Maine
$1.16M -$23.3K -387 -2%
PP
23
Patten & Patten
Tennessee
$1.11M +$1.8K +30 +0.2%
TAM
24
Tocqueville Asset Management
New York
$1.08M +$1.05M +17,484 New
RJFSA
25
Raymond James Financial Services Advisors
Florida
$1.01M -$60.1K -999 -6%

IHE Hedge Fund Activity: Q4 2022 in Review

130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2022, worth a combined $140M — up 19% from $118M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IHE positions and 3 closed out — a net gain of 18 holders — while 33 added to existing stakes and 32 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.95M. The largest seller was Bank of America, cutting an estimated $4.04M.

  • 130 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2022, up from 113 in Q3 2022.
  • Funds reported $140M of iShares US Pharmaceuticals ETF stock for Q4 2022, up 19% quarter-over-quarter.
  • 21 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2022 and 3 closed out, a net change of +18 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2022 was Morgan Stanley, an estimated $3.95M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2022 was Bank of America, an estimated $4.04M sold.

Based on aggregated 13F filings for Q4 2022.