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iShares Global Healthcare ETF

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98%95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
29
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
51
Private Advisor Group
New Jersey
$634K +$89.1K +1,780 +17%
GA
52
Greytown Advisors
Florida
$606K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$596K -$92.1K -1,840 -14%
PSUF
54
People's United Financial
Connecticut
$573K -$15.5K -310 -3%
NL
55
NWAM LLC
Washington
$542K
Susquehanna International Group
56
Susquehanna International Group
Pennsylvania
$517K -$7.31M -146,116 -94%
KA
57
Kovack Advisors
Florida
$484K
DADC
58
D.A. Davidson & Co
Montana
$476K -$7.51K -150 -2%
QCMC
59
Quantum Capital Management (California)
California
$454K -$31.2K -624 -7%
NCMW
60
Northern Capital Management (Wisconsin)
Wisconsin
$440K -$84.1K -1,680 -16%
AWA
61
Arete Wealth Advisors
Illinois
$439K +$41K +818 +11%
SG Americas Securities
62
SG Americas Securities
New York
$426K -$7.02M -140,180 -94%
BFC
63
Blue Fin Capital
Rhode Island
$426K -$22K -440 -5%
NG
64
NatWest Group
United Kingdom
$423K -$100K -2,000 -20%
CIBC World Market
65
CIBC World Market
Ontario, Canada
$415K +$30K +600 +8%
EM
66
ELCO Management
New York
$387K
SC
67
SouthState Corp
Florida
$382K -$4.91K -98 -1%
NPC
68
National Planning Corporation
California
$377K +$143K +2,850 +64%
SBSB
69
Sullivan, Bruyette, Speros & Blaney
Virginia
$360K
EHC
70
Everett Harris & Co
California
$336K
FAAS
71
First Allied Advisory Services
California
$335K +$20.4K +408 +7%
VFA
72
Voya Financial Advisors
Connecticut
$329K +$200 +4 +0.1%
BHB
73
Bank Hapoalim BM
Israel
$324K
KTC
74
Kistler-Tiffany Companies
Pennsylvania
$318K -$9.61K -192 -3%
Thrivent Financial for Lutherans
75
Thrivent Financial for Lutherans
Minnesota
$316K

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.