IHEISHARES TR US PHARMA ETF

COM · CUSIP 464288836

Smart Money Ownership

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: +6.3pt. It's a gauge of who owns the name, not just how many.

Ken Fisher

$270.6M · 0.1% of book

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 →

IHE (ISHARES TR US PHARMA ETF) Institutional Ownership Summary

Among the 5 tracked institutional investors we monitor, IHE (ISHARES TR US PHARMA ETF) is held with a combined value of $275.55M across 2,783,026 shares. The largest holder is Fisher Asset Management, LLC with a position worth $270.58M (0.08% of their portfolio). 3 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$275.55M

Total Shares Held

2,783,026

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+98% shares~$1.3M BlackRock, Inc.+443% shares~$114.4K FMR LLC+2% shares~$35.3K

Biggest Sellers

Fisher Asset Management, LLC−1% shares~$3.3M

13F Institutional Holders

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Fisher Asset Management, LLC

AQR CAPITAL MANAGEMENT LLC

#	Fund	Value↓	Shares	Portfolio %	Change
1	Fisher Asset Management, LLC	$270.58M	2,732,837	0.08%	-1.2%
2	CITADEL ADVISORS LLC	$2.58M	26,020	0.00%	+98.2%
3	FMR LLC	$2.00M	20,171	0.00%	+1.8%
4	AQR CAPITAL MANAGEMENT LLC	$255.59K	2,582	0.00%	-0.9%
5	BlackRock, Inc.	$140.20K	1,416	0.00%	+442.5%

Congress Trading

1 member · 2 disclosed trades in IHE

Member	Type	Amount	Date
William Cassidy	Sell	$1,001 - $15,000	Jan 31, 2018
William Cassidy	Buy	$1,001 - $15,000	Aug 27, 2015

Frequently Asked Questions

Which institutional investors own the most IHE stock?

As of the latest SEC 13F filings, Fisher Asset Management, LLC is the largest institutional holder of IHE with a position worth $270.58M, representing 0.08% of their portfolio. In total, 5 institutional investors hold IHE with a combined value of $275.55M.

What percentage of IHE is owned by institutional investors?

Institutional investors hold $275.55M worth of IHE stock across 5 positions. The largest institutional holder is Fisher Asset Management, LLC with $270.58M in holdings.

What is a 13F filing and why does it matter for IHE?

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.

Track IHE institutional moves

Get notified when hedge funds change their IHE positions.