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iShares US Pharmaceuticals ETF

155 hedge funds and large institutions have $359M invested in iShares US Pharmaceuticals ETF in 2024 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 42 increasing their positions, 32 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more first-time investments, than exits

New positions opened: 30 | Existing positions closed: 16

31% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 32

8% more funds holding

Funds holding: 143155 (+12)

2.58% more ownership

Funds ownership: 56.66%59.25% (+2.6%)

4% less capital invested

Capital invested by funds: $374M → $359M (-$14.6M)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
155
Holders Change
+12
Holders Change %
+8.39%
% of All Funds
2.04%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
30
Increased
42
Reduced
32
Closed
16
Calls
$7K
Puts
Net Calls
+$7K
Net Calls Change
+$7K
Name Holding Trade Value Shares
Change
Change in
Stake
Fisher Asset Management
1
Fisher Asset Management
Washington
$212M -$8.64M -125,550 -4%
Morgan Stanley
2
Morgan Stanley
New York
$25M +$10.6M +153,537 +68%
JP Morgan Chase
3
JP Morgan Chase
New York
$12.4M +$12.4M +180,285 +2,177%
Bank of America
4
Bank of America
North Carolina
$10.8M +$625K +9,086 +6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$6.68M +$1M +14,574 +17%
Goldman Sachs
6
Goldman Sachs
New York
$6.57M +$2.02M +29,374 +42%
Brown Advisory
7
Brown Advisory
Maryland
$6.04M -$166K -2,410 -3%
LPL Financial
8
LPL Financial
California
$5.34M -$633K -9,206 -10%
Raymond James Financial
9
Raymond James Financial
Florida
$4.47M +$4.68M +68,052 New
Two Sigma Investments
10
Two Sigma Investments
New York
$4.43M +$4.64M +67,400 New
Wells Fargo
11
Wells Fargo
California
$3.94M -$103K -1,492 -2%
PCA
12
Pallas Capital Advisors
Massachusetts
$3.83M +$4.01M +58,258 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$2.65M +$145K +2,106 +6%
PGFC
14
Peapack-Gladstone Financial Corp
New Jersey
$2.47M -$203K -2,945 -7%
UBS Group
15
UBS Group
Switzerland
$2.35M -$80K -1,163 -3%
Thrivent Financial for Lutherans
16
Thrivent Financial for Lutherans
Minnesota
$2.23M +$96.8K +1,407 +4%
MFG
17
Merit Financial Group
Georgia
$2.05M
Jones Financial Companies
18
Jones Financial Companies
Missouri
$2.03M +$909K +13,209 +75%
OCM
19
One Capital Management
California
$1.94M +$260K +3,777 +15%
Mariner
20
Mariner
Kansas
$1.78M -$90.8K -1,319 -5%
PP
21
Patten & Patten
Tennessee
$1.78M +$82.9K +1,205 +5%
CCM
22
Canal Capital Management
Virginia
$1.35M +$1.41M +20,504 New
BPA
23
Beacon Pointe Advisors
California
$1.35M +$28.1K +409 +2%
CFA
24
Cahill Financial Advisors
Minnesota
$1.32M +$1.72K +25 +0.1%
Citadel Advisors
25
Citadel Advisors
Florida
$1.23M +$935K +13,592 +266%

IHE Hedge Fund Activity: Q4 2024 in Review

155 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares US Pharmaceuticals ETF (IHE) for Q4 2024, worth a combined $359M — down 3.9% from $374M a quarter earlier.

Buyers outnumbered sellers: 30 funds opened new IHE positions and 16 closed out — a net gain of 14 holders — while 42 added to existing stakes and 32 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $12.4M. The largest seller was Rockport Wealth, exiting entirely with an estimated $14.5M sold.

  • 155 institutional investors held iShares US Pharmaceuticals ETF (IHE) as of Q4 2024, up from 143 in Q3 2024.
  • Funds reported $359M of iShares US Pharmaceuticals ETF stock for Q4 2024, down 3.9% quarter-over-quarter.
  • 30 funds opened new iShares US Pharmaceuticals ETF positions in Q4 2024 and 16 closed out, a net change of +14 holders.
  • The largest iShares US Pharmaceuticals ETF buyer in Q4 2024 was JP Morgan Chase, an estimated $12.4M added.
  • The largest iShares US Pharmaceuticals ETF seller in Q4 2024 was Rockport Wealth, an estimated $14.5M sold.

Based on aggregated 13F filings for Q4 2024.