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iShares Global Healthcare ETF

141 hedge funds and large institutions have $480M invested in iShares Global Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 140141 (+1)

10% less capital invested

Capital invested by funds: $531M → $480M (-$51.2M)

34.38% less ownership

Funds ownership: 95.57%61.2% (-34%)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
47
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$2.33M +$97.1K +1,828 +4%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$2.24M -$2.44M -45,888 -53%
Janney Montgomery Scott
28
Janney Montgomery Scott
Pennsylvania
$2.11M +$31.9K +600 +2%
LTFS
29
Ladenburg Thalmann Financial Services
Florida
$2.09M +$206K +3,886 +11%
AG
30
Advisor Group
Arizona
$1.88M -$130K -2,450 -7%
PWM
31
Perigon Wealth Management
California
$1.72M +$31.7K +596 +2%
SC
32
Scotia Capital
Ontario, Canada
$1.71M +$159K +3,000 +11%
Fisher Asset Management
33
Fisher Asset Management
Washington
$1.49M +$147K +2,760 +11%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$1.43M -$21.3K -400 -2%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$1.36M +$20K +376 +2%
Ameriprise
36
Ameriprise
Minnesota
$1.25M +$235K +4,426 +24%
CA
37
Cetera Advisors
Colorado
$1.23M +$92.7K +1,744 +8%
Fidelity International
38
Fidelity International
Bermuda
$1.23M -$166K -3,120 -12%
WI
39
WrapManager Inc
California
$1.17M +$344K +6,470 +43%
Citigroup
40
Citigroup
New York
$1.04M +$18.6K +350 +2%
RG
41
Rathbones Group
United Kingdom
$976K -$61.6K -1,160 -6%
SFSG
42
Stearns Financial Services Group
North Carolina
$966K -$129K -2,424 -12%
BCM
43
Brookstone Capital Management
Illinois
$915K +$227K +4,280 +34%
SG Americas Securities
44
SG Americas Securities
New York
$863K +$398K +7,496 +90%
JP Morgan Chase
45
JP Morgan Chase
New York
$861K +$690K +12,982 +470%
MLIC
46
Mandatum Life Insurance Company
Finland
$828K -$6.59K -124 -0.8%
ECAM
47
East Coast Asset Management
Massachusetts
$817K -$31K -584 -4%
BRWA
48
B. Riley Wealth Advisors
Florida
$810K -$37.2K -700 -5%
TFF
49
The Family Firm
Maryland
$797K +$5.53K +104 +0.7%
PVH
50
Psagot Value Holdings
Israel
$791K +$12.5K +236 +2%

IXJ Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2017, worth a combined $480M — down 9.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXJ positions and 12 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $28.9M. The largest seller was Credit Agricole, exiting entirely with an estimated $93.7M sold.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $480M of iShares Global Healthcare ETF stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2017 was Schroder Investment Management Group, an estimated $28.9M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2017 was Credit Agricole, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2017.