Loading...
Loading...
Of the 5 tracked institutions holding IHE, 2 have a 3-year clone track record — 2 of them beat the S&P. Average holder's clone alpha: +6.5pt. It's a gauge of who owns the name, not just how many.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Among the 5 tracked institutional investors we monitor, IHE (ISHARES TR US PHARMA ETF) is held with a combined value of $242.98M across 2,803,166 shares. The largest holder is Fisher Asset Management, LLC with a position worth $239.87M (0.08% of their portfolio). AQR CAPITAL MANAGEMENT LLC opened a new position in the most recent quarter. 2 funds increased their holdings. 2 funds reduced their position.
Total Institutional Value
$242.98M
Total Shares Held
2,803,166
Institutional Holders
5
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | Fisher Asset Management, LLC | $239.87M | 0.08% | -2.1% |
| 2 | FMR LLC | $1.72M | 0.00% | +34.0% |
| 3 | CITADEL ADVISORS LLC | $1.14M | 0.00% | -38.6% |
| 4 | AQR CAPITAL MANAGEMENT LLC | $225.84K | 0.00% | New |
| 5 | BlackRock, Inc. | $22.62K | 0.00% | +690.9% |
| Member | Type | Date |
|---|---|---|
| William Cassidy | Sell | Jan 31, 2018 |
| William Cassidy | Buy | Aug 27, 2015 |
As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IHE with a position worth $239.87M, representing 0.08% of their portfolio. In total, 5 institutional investors hold IHE with a combined value of $242.98M.
In the most recent quarter, 1 fund opened a new position in IHE. Additionally, 2 increased their holdings and 2 reduced their positions.
Institutional investors hold $242.98M worth of IHE stock across 5 positions. The largest institutional holder is Fisher Asset Management, LLC with $239.87M in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For IHE, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their IHE positions.
Last Close
$102.38
2026-07-24
YTD
+21.4%
97% of 52-week range
