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iShares US Pharmaceuticals ETF
IHE

127 hedge funds and large institutions have $127M invested in iShares US Pharmaceuticals ETF in 2023 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

2.23% more ownership

Funds ownership: 100.23% → 102.46% (+2.2%)

2% less funds holding

Funds holding: 130 → 127 (-3)

9% less capital invested

Capital invested by funds: $140M → $127M (-$13.2M)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
127
Holders Change
-3
Holders Change %
-2.31%
% of All Funds
2.02%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
34
Reduced
29
Closed
18
Calls
$421K
Puts
–
Net Calls
+$421K
Net Calls Change
+$12K

Top Buyers

1
RIG
RiverFront Investment Group
Virginia
+$5.81M
2
RJA
Raymond James & Associates
Florida
+$4.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$3.92M
4
Jane Street
Jane Street
New York
+$2.42M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.51M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$8.47M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$5.52M
3
RWP
RWA Wealth Partners
Massachusetts
-$3.73M
4
Citadel Advisors
Citadel Advisors
Florida
-$3.71M
5
Morgan Stanley
Morgan Stanley
New York
-$1.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$12.7M -$1.75M -29,118 -12%
RJA
2
Raymond James & Associates
Florida
$11.2M +$4.4M +73,008 +62%
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$8.03M +$452K +7,497 +6%
Fisher Asset Management
4
Fisher Asset Management
Washington
$6.76M -$26.9K -447 -0.4%
Bank of America
5
Bank of America
North Carolina
$6.6M -$33.8K -561 -0.5%
Brown Advisory
6
Brown Advisory
Maryland
$6.49M – – –
RIG
7
RiverFront Investment Group
Virginia
$5.64M +$5.81M +96,504 New
UBS Group
8
UBS Group
Switzerland
$5.29M -$87.1K -1,446 -2%
LPL Financial
9
LPL Financial
California
$5.03M +$363K +6,030 +8%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$4.91M +$3.92M +65,124 +345%
Wells Fargo
11
Wells Fargo
California
$4.43M -$8.47M -140,547 -65%
Goldman Sachs
12
Goldman Sachs
New York
$3.82M +$9.58K +159 +0.2%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$3.19M +$1.51M +25,041 +85%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$3.16M +$21.7K +360 +0.7%
MFG
15
Merit Financial Group
Georgia
$2.73M +$428K +7,104 +18%
Jane Street
16
Jane Street
New York
$2.35M +$2.42M +40,176 New
TWC
17
TD Waterhouse Canada
Ontario, Canada
$2.16M +$1.32M +21,873 +178%
Osaic Holdings
18
Osaic Holdings
Arizona
$1.91M +$1.07M +17,745 +119%
SPIA
19
Steward Partners Investment Advisory
New York
$1.51M – – –
Citadel Advisors
20
Citadel Advisors
Florida
$1.28M -$3.71M -61,530 -74%
CFA
21
Cahill Financial Advisors
Minnesota
$1.24M -$10.3K -171 -0.8%
BPA
22
Beacon Pointe Advisors
California
$1.12M -$9.04K -150 -0.8%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$1.11M -$5.52M -91,617 -83%
ST
24
Spinnaker Trust
Maine
$1.08M -$8.49K -141 -0.8%
PP
25
Patten & Patten
Tennessee
$1.03M -$20.2K -336 -2%
1
2 3 4 5

IHE Hedge Fund Activity: Q1 2023 in Review

127 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q1 2023, worth a combined $127M — down 9.4% from $140M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of IHE and 15 opened new positions — a net loss of 3 holders — while 29 trimmed existing stakes and 34 added.

The largest buyer was RiverFront Investment Group, opening a new position worth an estimated $5.81M. The largest seller was Wells Fargo, cutting an estimated $8.47M.

  • 127 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q1 2023, down from 130 in Q4 2022.
  • Funds reported $127M of iShares US Pharmaceuticals ETF stock for Q1 2023, down 9.4% quarter-over-quarter.
  • 15 funds opened new iShares US Pharmaceuticals ETF positions in Q1 2023 and 18 closed out, a net change of -3 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q1 2023 was RiverFront Investment Group, an estimated $5.81M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q1 2023 was Wells Fargo, an estimated $8.47M sold.

Based on aggregated 13F filings for Q1 2023.