We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$3.81M +$2.48M +38,163 +221%
DTIM
27
Danda Trouve Investment Management
Kansas
$3.69M +$3.48M +53,651 New
CWA
28
Clarity Wealth Advisors
California
$3.05M +$2.87M +44,323 New
TAM
29
Tocqueville Asset Management
New York
$2.94M
Janney Montgomery Scott
30
Janney Montgomery Scott
Pennsylvania
$2.78M -$52.2K -805 -2%
AllianceBernstein
31
AllianceBernstein
Tennessee
$2.74M -$784K -12,090 -23%
IC
32
InterOcean Capital
Illinois
$2.58M -$157K -2,422 -6%
IIA
33
IPG Investment Advisors
California
$2.47M -$9.73K -150 -0.4%
HighTower Advisors
34
HighTower Advisors
Illinois
$2.45M -$114K -1,750 -5%
AG
35
Advisor Group
Arizona
$2.39M +$82.2K +1,268 +4%
PAMU
36
Pictet Asset Management (UK)
United Kingdom
$2.36M
GCA
37
Greenwood Capital Associates
South Carolina
$2.33M +$2.2M +33,920 New
FANJ
38
Financial Architects (New Jersey)
New Jersey
$2.06M +$48.5K +748 +3%
MAM
39
Marotta Asset Management
Virginia
$2.05M +$1.95M +30,082 New
PVH
40
Psagot Value Holdings
Israel
$2.03M -$3.7K -57 -0.2%
Ameriprise
41
Ameriprise
Minnesota
$1.84M +$216K +3,326 +14%
SC
42
Slow Capital
California
$1.82M +$6.03K +93 +0.4%
BCM
43
Barometer Capital Management
Ontario, Canada
$1.81M +$1.71M +26,400 New
WLIM
44
White Lighthouse Investment Management
Massachusetts
$1.64M -$8.11K -125 -0.5%
JWS
45
Juncture Wealth Strategies
Arizona
$1.57M -$309K -4,760 -17%
LTFS
46
Ladenburg Thalmann Financial Services
Florida
$1.57M -$142K -2,187 -9%
AC
47
Avestar Capital
New York
$1.53M -$59.7K -921 -4%
AWA
48
Arete Wealth Advisors
Illinois
$1.51M +$74.7K +1,152 +6%
MCM
49
Maryland Capital Management
Maryland
$1.38M +$85.5K +1,318 +7%
Mirae Asset Global Investments
50
Mirae Asset Global Investments
South Korea
$1.25M +$960K +14,800 +435%

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.