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iShares Global Healthcare ETF
IXJ

110 hedge funds and large institutions have $286M invested in iShares Global Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $258M → $286M (+$27.9M)

7% more funds holding

Funds holding: 103 → 110 (+7)

0.98% less ownership

Funds ownership: 51.24% → 50.26% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$14.8M
2
Jane Street
Jane Street
New York
+$3.85M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.06M
4
AAM
Aberdeen Asset Management
United Kingdom
+$2.05M
5
Bank of America
Bank of America
North Carolina
+$1.82M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$4.55M
2
USAA
United Services Automobile Association
Texas
-$2.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.57M
4
KC
Kingfisher Capital
North Carolina
-$2.53M
5
Wells Fargo
Wells Fargo
California
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.07M -$19.4K -434 -2%
BHB
27
Bank Hapoalim BM
Israel
$1.04M -$11.9K -266 -1%
FAAS
28
First Allied Advisory Services
California
$1.03M +$11.2K +250 +1%
MFS
29
MSI Financial Services
Massachusetts
$1.01M +$116K +2,598 +13%
Chevy Chase Trust
30
Chevy Chase Trust
Maryland
$989K -$35.3K -790 -4%
BRWA
31
B. Riley Wealth Advisors
Florida
$985K +$469K +10,500 +94%
SC
32
SouthState Corp
Florida
$978K -$108K -2,426 -10%
JP Morgan Chase
33
JP Morgan Chase
New York
$862K -$2.23M -49,948 -73%
QCMC
34
Quantum Capital Management (California)
California
$848K -$27.8K -624 -3%
ECAM
35
East Coast Asset Management
Massachusetts
$838K -$45.8K -1,026 -5%
WEC
36
Winslow Evans & Crocker
Massachusetts
$835K +$982 +22 +0.1%
ACI
37
AMP Capital Investors
Australia
$753K – – –
PSUF
38
People's United Financial
Connecticut
$751K -$17.9K -400 -2%
Nomura Asset Management
39
Nomura Asset Management
Japan
$738K +$723K +16,200 New
CA
40
Cetera Advisors
Colorado
$713K +$61.1K +1,370 +10%
MIC
41
Meridian Investment Counsel
California
$683K +$17.9K +400 +3%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$675K +$56.9K +1,276 +9%
CLOS
43
Compagnie Lombard Odier SCmA
Switzerland
$670K – – –
Citigroup
44
Citigroup
New York
$647K -$3.3K -74 -0.5%
NCMW
45
Northern Capital Management (Wisconsin)
Wisconsin
$602K -$31.2K -700 -5%
NPC
46
National Planning Corporation
California
$558K +$44.1K +988 +9%
MA
47
MUFG Americas
New York
$545K -$74.1K -1,660 -12%
Fisher Asset Management
48
Fisher Asset Management
Washington
$542K +$531K +11,900 New
AWA
49
Arete Wealth Advisors
Illinois
$503K -$16.5K -370 -3%
VKH
50
Virtu KCG Holdings
New York
$488K -$144K -3,226 -23%
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IXJ Hedge Fund Activity: Q1 2014 in Review

110 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2014, worth a combined $286M — up 11% from $258M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IXJ positions and 10 closed out — a net gain of 7 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2014, up from 103 in Q4 2013.
  • Funds reported $286M of iShares Global Healthcare ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Global Healthcare ETF positions in Q1 2014 and 10 closed out, a net change of +7 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2014 was BlackRock, an estimated $14.8M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2014 was SG Americas Securities, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2014.