We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

103 hedge funds and large institutions have $258M invested in iShares Global Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $203M → $258M (+$55.4M)

14% more funds holding

Funds holding: 90103 (+13)

5.29% more ownership

Funds ownership: 45.95%51.24% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
28
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRWA
51
B. Riley Wealth Advisors
Florida
$480K +$266K +6,400 +135%
Nomura Holdings
52
Nomura Holdings
Japan
$458K +$442K +10,624 New
AIG
53
American International Group
New York
$454K +$18.1K +436 +4%
Ameriprise
54
Ameriprise
Minnesota
$451K +$16K +386 +4%
SHA
55
Smith Hayes Advisers
Nebraska
$437K
BAM
56
Burnham Asset Management
New York
$413K
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$400K +$37.2K +896 +11%
AA
58
AlphaMark Advisors
Kentucky
$349K +$18.7K +450 +6%
DAS
59
Dynamic Advisor Solutions
Arizona
$335K +$324K +7,788 New
EHC
60
Everett Harris & Co
California
$325K
KTC
61
Kistler-Tiffany Companies
Pennsylvania
$312K -$3.49K -84 -1%
PPCM
62
Pillar Pacific Capital Management
California
$271K
CIC
63
Carnegie Investment Counsel
Ohio
$257K
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$256K +$42.4K +1,020 +21%
AWA
65
ARS Wealth Advisors
Florida
$254K +$245K +5,890 New
PWAP
66
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$252K
B
67
Baird
Wisconsin
$233K -$326K -7,856 -59%
TF
68
Trutina Financial
Washington
$226K
HSBC Holdings
69
HSBC Holdings
United Kingdom
$218K -$139K -3,340 -40%
PWM
70
Perigon Wealth Management
California
$206K +$200K +4,806 New
Deutsche Bank
71
Deutsche Bank
Germany
$199K +$138K +3,312 +251%
SFSIG
72
San Francisco Sentry Investment Group
California
$146K
Axa
73
Axa
France
$116K +$112K +2,696 New
CMO
74
Covenant Multifamily Offices
Texas
$100K +$96.8K +2,330 New
LOCC
75
Lombard Odier & Cie (Canada)
Quebec, Canada
$95K +$91.8K +2,210 New

IXJ Hedge Fund Activity: Q4 2013 in Review

103 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2013, worth a combined $258M — up 27% from $203M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXJ positions and 8 closed out — a net gain of 14 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $20.9M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $2.77M sold.

  • 103 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $258M of iShares Global Healthcare ETF stock for Q4 2013, up 27% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q4 2013 and 8 closed out, a net change of +14 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $20.9M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2013 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2013.