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iShares Global Healthcare ETF

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98%95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
29
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$1.95M -$154K -3,080 -8%
AG
27
Advisor Group
Arizona
$1.89M -$58.9K -1,176 -3%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$1.77M -$59.2K -1,182 -3%
PWM
29
Perigon Wealth Management
California
$1.58M -$12K -240 -0.8%
SC
30
Scotia Capital
Ontario, Canada
$1.45M -$656K -13,100 -32%
FANJ
31
Financial Architects (New Jersey)
New Jersey
$1.36M -$27.5K -550 -2%
Citadel Advisors
32
Citadel Advisors
Florida
$1.34M +$938K +18,744 +256%
Fidelity International
33
Fidelity International
Bermuda
$1.32M +$64.6K +1,290 +5%
Fisher Asset Management
34
Fisher Asset Management
Washington
$1.26M -$4.27M -85,252 -78%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.26M +$45.1K +900 +4%
CA
36
Cetera Advisors
Colorado
$1.07M +$1.04M +20,826 New
SFSG
37
Stearns Financial Services Group
North Carolina
$1.03M -$93.6K -1,870 -9%
RG
38
Rathbones Group
United Kingdom
$977K +$134K +2,676 +16%
Citigroup
39
Citigroup
New York
$959K -$5.41K -108 -0.6%
Ameriprise
40
Ameriprise
Minnesota
$952K -$213K -4,264 -19%
Nomura Asset Management
41
Nomura Asset Management
Japan
$925K +$761K +15,200 +543%
ECAM
42
East Coast Asset Management
Massachusetts
$798K -$43.4K -866 -5%
BRWA
43
B. Riley Wealth Advisors
Florida
$797K -$3.4K -68 -0.4%
MLIC
44
Mandatum Life Insurance Company
Finland
$785K +$16K +320 +2%
WI
45
WrapManager Inc
California
$764K +$745K +14,874 New
TFF
46
The Family Firm
Maryland
$744K -$38.9K -778 -5%
PVH
47
Psagot Value Holdings
Israel
$732K +$18.2K +364 +3%
ZIC
48
ZWJ Investment Counsel
Georgia
$720K +$701K +14,000 New
MIC
49
Meridian Investment Counsel
California
$716K -$501 -10 -0.1%
BCM
50
Brookstone Capital Management
Illinois
$640K +$623K +12,448 New

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.