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iShares Global Healthcare ETF

140 hedge funds and large institutions have $532M invested in iShares Global Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

10% more funds holding

Funds holding: 127140 (+13)

3% more capital invested

Capital invested by funds: $519M → $532M (+$13.4M)

0.25% more ownership

Funds ownership: 64.49%64.75% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
140
Holders Change
+13
Holders Change %
+10.24%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
47
Closed
7
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
JWS
26
Juncture Wealth Strategies
Arizona
$2.2M +$326K +6,530 +18%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.98M -$120K -2,410 -6%
SC
28
Scotia Capital
Ontario, Canada
$1.9M +$165K +3,302 +10%
AG
29
Advisor Group
Arizona
$1.84M +$1.82M +36,510 New
Fisher Asset Management
30
Fisher Asset Management
Washington
$1.82M +$549K +11,004 +45%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$1.57M -$49.9K -1,000 -3%
PWM
32
Perigon Wealth Management
California
$1.36M +$1.34M +26,902 New
SFSG
33
Stearns Financial Services Group
North Carolina
$1.24M +$7.88K +158 +0.6%
X
34
Xponance
Pennsylvania
$1.18M
BRWA
35
B. Riley Wealth Advisors
Florida
$1.17M +$187K +3,756 +19%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$1.09M -$17.2K -344 -2%
BHB
37
Bank Hapoalim BM
Israel
$1.08M -$33.9K -680 -3%
WEC
38
Winslow Evans & Crocker
Massachusetts
$1.03M -$87.2K -1,748 -8%
PVH
39
Psagot Value Holdings
Israel
$945K -$1.27M -25,472 -58%
OMC
40
Old Mission Capital
Illinois
$910K +$899K +18,022 New
ECAM
41
East Coast Asset Management
Massachusetts
$844K -$33.4K -670 -4%
CA
42
Cetera Advisors
Colorado
$766K -$97.3K -1,950 -11%
Citigroup
43
Citigroup
New York
$737K -$72.4K -1,452 -9%
MIC
44
Meridian Investment Counsel
California
$725K -$2.99K -60 -0.4%
TFF
45
The Family Firm
Maryland
$681K -$27.3K -548 -4%
MLIC
46
Mandatum Life Insurance Company
Finland
$662K
PP
47
Prudential plc
United Kingdom
$622K +$615K +12,320 New
TCM
48
Telos Capital Management
California
$619K +$28.9K +580 +5%
PSUF
49
People's United Financial
Connecticut
$616K -$17K -340 -3%
PAG
50
Private Advisor Group
New Jersey
$608K -$111K -2,228 -16%

IXJ Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2016, worth a combined $532M — up 2.6% from $519M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IXJ positions and 7 closed out — a net gain of 14 holders — while 37 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was SG Americas Securities, exiting entirely with an estimated $14M sold.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2016, up from 127 in Q1 2016.
  • Funds reported $532M of iShares Global Healthcare ETF stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 21 funds opened new iShares Global Healthcare ETF positions in Q2 2016 and 7 closed out, a net change of +14 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $7.02M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2016 was SG Americas Securities, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2016.