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iShares Global Healthcare ETF

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35%51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.75M +$7.61K +126 +0.3%
IC
27
InterOcean Capital
Illinois
$2.67M -$906K -14,994 -26%
LPL Financial
28
LPL Financial
California
$2.51M -$98.3K -1,627 -4%
IIA
29
IPG Investment Advisors
California
$2.35M +$16.3K +270 +0.7%
SC
30
Slow Capital
California
$2.14M +$76.7K +1,269 +4%
IEFM
31
IQ EQ Fund Management
Ireland
$2.04M +$1.96M +32,420 New
RJFSA
32
Raymond James Financial Services Advisors
Florida
$1.94M -$539K -8,923 -22%
Ameriprise
33
Ameriprise
Minnesota
$1.81M +$75K +1,241 +5%
SC
34
Scotia Capital
Ontario, Canada
$1.73M +$679K +11,242 +68%
AG
35
Advisor Group
Arizona
$1.73M +$96.2K +1,593 +6%
Susquehanna International Group
36
Susquehanna International Group
Pennsylvania
$1.73M +$1.42M +23,442 +587%
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$1.69M +$550K +9,102 +51%
FANJ
38
Financial Architects (New Jersey)
New Jersey
$1.68M
WI
39
WrapManager Inc
California
$1.53M +$1.47M +24,317 New
WLIM
40
White Lighthouse Investment Management
Massachusetts
$1.48M -$12.7K -210 -0.9%
Fidelity International
41
Fidelity International
Bermuda
$1.47M +$51.1K +846 +4%
GT
42
Greenleaf Trust
Michigan
$1.37M
Stifel Financial
43
Stifel Financial
Missouri
$1.17M -$19.8K -328 -2%
AWA
44
Arete Wealth Advisors
Illinois
$1.16M +$84.9K +1,405 +8%
BCM
45
Brookstone Capital Management
Illinois
$1.09M +$1.05M +17,361 New
PVH
46
Psagot Value Holdings
Israel
$1.06M +$47.9K +793 +5%
CIBC World Market
47
CIBC World Market
Ontario, Canada
$1.01M -$24.1K -399 -2%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$961K +$92.5K +1,531 +11%
MLIC
49
Mandatum Life Insurance Company
Finland
$954K
RG
50
Rathbones Group
United Kingdom
$933K +$29.9K +495 +3%

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.