We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

161 hedge funds and large institutions have $418M invested in iShares Global Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 156 → 161 (+5)

5.76% less ownership

Funds ownership: 59.21% → 53.45% (-5.8%)

12% less capital invested

Capital invested by funds: $475M → $418M (-$57.4M)

28% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84.7M

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
39
Reduced
54
Closed
13
Calls
–
Puts
$84.7M
Net Calls
-$84.7M
Net Calls Change
-$82.9M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.05M
2
RJA
Raymond James & Associates
Florida
+$3.29M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.11M
4
Jane Street
Jane Street
New York
+$2.42M
5
PP
Prudential plc
United Kingdom
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$39.2M
2
BlackRock
BlackRock
New York
-$11.9M
3
NR
Newfound Research
Massachusetts
-$5.49M
4
AIIMS
Analyst IMS Investment Management Services
Israel
-$3.56M
5
EDRH
Edmond de Rothschild Holding
Switzerland
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IIA
26
IPG Investment Advisors
California
$2.08M -$11.5K -200 -0.5%
LTFS
27
Ladenburg Thalmann Financial Services
Florida
$1.97M -$212K -3,680 -9%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$1.76M +$127K +2,208 +8%
SC
29
Scotia Capital
Ontario, Canada
$1.75M -$117K -2,042 -6%
Fidelity International
30
Fidelity International
Bermuda
$1.66M +$317K +5,510 +23%
SC
31
Slow Capital
California
$1.66M +$576K +10,006 +50%
CA
32
Cetera Advisors
Colorado
$1.61M +$16.5K +286 +1%
Envestnet Asset Management
33
Envestnet Asset Management
Illinois
$1.56M -$601K -10,446 -24%
FANJ
34
Financial Architects (New Jersey)
New Jersey
$1.46M +$18.4K +320 +1%
AG
35
Advisor Group
Arizona
$1.41M +$71.2K +1,238 +5%
WLIM
36
White Lighthouse Investment Management
Massachusetts
$1.39M -$57.5K -1,000 -4%
VDFA
37
Vickerman & Driscoll Financial Advisors
Washington
$935K -$488K -8,484 -34%
PVH
38
Psagot Value Holdings
Israel
$894K +$112K +1,948 +14%
SG Americas Securities
39
SG Americas Securities
New York
$849K +$878K +15,256 New
MLIC
40
Mandatum Life Insurance Company
Finland
$843K – – –
RG
41
Rathbones Group
United Kingdom
$839K -$123K -2,140 -12%
Nomura Asset Management
42
Nomura Asset Management
Japan
$824K -$161K -2,800 -16%
AWA
43
Arete Wealth Advisors
Illinois
$807K +$166K +2,888 +25%
TFF
44
The Family Firm
Maryland
$798K – – –
EDRH
45
Edmond de Rothschild Holding
Switzerland
$769K -$3.1M -53,820 -80%
MIC
46
Meridian Investment Counsel
California
$756K -$17.3K -300 -2%
Citigroup
47
Citigroup
New York
$734K +$5.18K +90 +0.7%
PNC Financial Services Group
48
PNC Financial Services Group
Pennsylvania
$674K – – –
UIA
49
UBP Investment Advisors
Switzerland
$668K – – –
Stifel Financial
50
Stifel Financial
Missouri
$651K +$674K +11,708 New
1
2
3 4 5

IXJ Hedge Fund Activity: Q1 2018 in Review

161 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2018, worth a combined $418M — down 12% from $475M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXJ positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 54 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.05M. The largest seller was Fisher Asset Management, cutting an estimated $39.2M.

  • 161 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2018, up from 156 in Q4 2017.
  • Funds reported $418M of iShares Global Healthcare ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 18 funds opened new iShares Global Healthcare ETF positions in Q1 2018 and 13 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $4.05M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2018 was Fisher Asset Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2018.