We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49%62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
26
Janney Montgomery Scott
Pennsylvania
$2.93M -$149K -1,934 -5%
RJA
27
Raymond James & Associates
Florida
$2.85M -$73K -948 -3%
IIA
28
IPG Investment Advisors
California
$2.75M +$27.7K +360 +1%
FANJ
29
Financial Architects (New Jersey)
New Jersey
$2.27M -$31.3K -407 -1%
HW
30
Hamilton Wealth
California
$2.25M +$2.24M +29,160 New
MAM
31
Marotta Asset Management
Virginia
$2.12M -$2.08K -27 -0.1%
SC
32
Slow Capital
California
$1.95M +$178K +2,319 +11%
Ameriprise
33
Ameriprise
Minnesota
$1.88M +$543K +7,061 +41%
HighTower Advisors
34
HighTower Advisors
Illinois
$1.87M -$206K -2,679 -10%
AWA
35
Arete Wealth Advisors
Illinois
$1.76M +$25.7K +334 +1%
WLIM
36
White Lighthouse Investment Management
Massachusetts
$1.67M -$41.2K -535 -2%
UR
37
USCA RIA
Texas
$1.65M +$134K +1,744 +9%
FTA
38
Financial & Tax Architects
Missouri
$1.58M +$1.58M +20,507 New
ACM
39
Anfield Capital Management
California
$1.55M -$133K -1,722 -8%
CAM
40
Crestone Asset Management
Colorado
$1.55M -$260K -3,376 -14%
Mirae Asset Global Investments
41
Mirae Asset Global Investments
South Korea
$1.4M -$731K -9,500 -34%
TFF
42
The Family Firm
Maryland
$1.36M +$24.8K +322 +2%
EVM
43
Eaton Vance Management
Massachusetts
$1.34M +$979K +12,718 +275%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.29M +$19.1K +248 +1%
CBFP
45
Cedar Brook Financial Partners
Ohio
$1.26M +$127K +1,646 +11%
DADC
46
D.A. Davidson & Co
Montana
$1.25M +$528K +6,858 +74%
CGA
47
Crescent Grove Advisors
Illinois
$1.23M
QFA
48
Quattro Financial Advisors
Texas
$1.2M +$1.15M +15,000 New
CIBC World Market
49
CIBC World Market
Ontario, Canada
$1.19M +$64.1K +833 +6%
BDWM
50
Brewin Dolphin Wealth Management
Ireland
$1.18M +$202K +2,625 +21%

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.