We are live on ! Find out more
IHE icon

iShares US Pharmaceuticals ETF

143 hedge funds and large institutions have $374M invested in iShares US Pharmaceuticals ETF in 2024 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 45 increasing their positions, 44 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 44

0% more funds holding

Funds holding: 143143 (0)

0% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 14

0.16% less ownership

Funds ownership: 56.82%56.66% (-0.16%)

3% less capital invested

Capital invested by funds: $387M → $374M (-$12.9M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
143
Holders Change
Holders Change %
0%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
14
Increased
45
Reduced
44
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$237M -$6.18M -88,758 -3%
Morgan Stanley
2
Morgan Stanley
New York
$16M -$1.14M -16,410 -7%
RW
3
Rockport Wealth
Ohio
$14.5M +$1.63M +23,347 +13%
Bank of America
4
Bank of America
North Carolina
$11M -$59.6K -855 -0.5%
Brown Advisory
5
Brown Advisory
Maryland
$6.66M
LPL Financial
6
LPL Financial
California
$6.38M +$453K +6,496 +8%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$6.15M +$93.5K +1,342 +2%
Goldman Sachs
8
Goldman Sachs
New York
$4.99M +$3.47M +49,829 +240%
Wells Fargo
9
Wells Fargo
California
$4.33M +$99.5K +1,428 +2%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$3.41M +$2.72M +38,995 +420%
RJA
11
Raymond James & Associates
Florida
$3.34M -$217K -3,112 -6%
PGFC
12
Peapack-Gladstone Financial Corp
New Jersey
$2.86M -$60.6K -869 -2%
SCA
13
Southern Capital Advisors
Tennessee
$2.84M +$31.2K +448 +1%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$2.69M -$2.09K -30 -0.1%
UBS Group
15
UBS Group
Switzerland
$2.6M +$34.9K +501 +1%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.29M +$433K +6,214 +24%
MFG
17
Merit Financial Group
Georgia
$2.2M -$1.21M -17,330 -36%
Mariner
18
Mariner
Kansas
$2.01M +$81.6K +1,171 +4%
KDA
19
Kraft Davis & Associates
Missouri
$1.96M -$245K -3,513 -11%
PP
20
Patten & Patten
Tennessee
$1.82M +$156K +2,245 +10%
OCM
21
One Capital Management
California
$1.82M -$134K -1,929 -7%
CFA
22
Cahill Financial Advisors
Minnesota
$1.42M -$25.9K -372 -2%
BPA
23
Beacon Pointe Advisors
California
$1.42M +$28.6K +410 +2%
ST
24
Spinnaker Trust
Maine
$1.28M +$128K +1,830 +11%
Jones Financial Companies
25
Jones Financial Companies
Missouri
$1.24M +$581K +8,334 +89%

IHE Hedge Fund Activity: Q3 2024 in Review

143 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q3 2024, worth a combined $374M — down 3.3% from $387M a quarter earlier.

Fund positioning in IHE was balanced in Q3 2024: 14 funds opened new positions, 14 closed out, 45 added to existing stakes and 44 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $3.47M. The largest seller was McElhenny Sheffield Capital Management, exiting entirely with an estimated $18.9M sold.

  • 143 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q3 2024, unchanged from Q2 2024.
  • Funds reported $374M of iShares US Pharmaceuticals ETF stock for Q3 2024, down 3.3% quarter-over-quarter.
  • 14 funds opened new iShares US Pharmaceuticals ETF positions in Q3 2024 and 14 closed out, a net change of 0 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q3 2024 was Goldman Sachs, an estimated $3.47M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q3 2024 was McElhenny Sheffield Capital Management, an estimated $18.9M sold.

Based on aggregated 13F filings for Q3 2024.