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iShares Global Healthcare ETF

141 hedge funds and large institutions have $480M invested in iShares Global Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 140141 (+1)

10% less capital invested

Capital invested by funds: $531M → $480M (-$51.2M)

34.38% less ownership

Funds ownership: 95.57%61.2% (-34%)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
47
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ZIC
51
ZWJ Investment Counsel
Georgia
$765K
MIC
52
Meridian Investment Counsel
California
$762K
PAG
53
Private Advisor Group
New Jersey
$697K +$26.4K +496 +4%
GA
54
Greytown Advisors
Florida
$645K
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$637K +$2.76K +52 +0.4%
KA
56
Kovack Advisors
Florida
$634K +$116K +2,174 +23%
PSUF
57
People's United Financial
Connecticut
$588K -$21.3K -400 -4%
Nomura Asset Management
58
Nomura Asset Management
Japan
$580K -$393K -7,400 -41%
NL
59
NWAM LLC
Washington
$561K -$15.6K -294 -3%
CIBC World Market
60
CIBC World Market
Ontario, Canada
$556K +$111K +2,086 +26%
AWA
61
Arete Wealth Advisors
Illinois
$543K +$73.7K +1,388 +16%
DADC
62
D.A. Davidson & Co
Montana
$506K
Bank of Montreal
63
Bank of Montreal
Ontario, Canada
$502K +$435K +8,180 +810%
QCMC
64
Quantum Capital Management (California)
California
$452K -$30.7K -578 -7%
CRC
65
Curi RMB Capital
Illinois
$445K +$432K +8,130 New
NCMW
66
Northern Capital Management (Wisconsin)
Wisconsin
$433K -$34.5K -650 -8%
NG
67
NatWest Group
United Kingdom
$423K -$26.6K -500 -6%
EM
68
ELCO Management
New York
$412K
NPC
69
National Planning Corporation
California
$410K +$9.78K +184 +3%
SBSB
70
Sullivan, Bruyette, Speros & Blaney
Virginia
$383K
EHC
71
Everett Harris & Co
California
$357K +$106 +2 +0%
BHB
72
Bank Hapoalim BM
Israel
$356K +$10.9K +206 +3%
VFA
73
Voya Financial Advisors
Connecticut
$349K -$106 -2 -0%
KTC
74
Kistler-Tiffany Companies
Pennsylvania
$338K
Chevy Chase Trust
75
Chevy Chase Trust
Maryland
$331K

IXJ Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2017, worth a combined $480M — down 9.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXJ positions and 12 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $28.9M. The largest seller was Credit Agricole, exiting entirely with an estimated $93.7M sold.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $480M of iShares Global Healthcare ETF stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2017 was Schroder Investment Management Group, an estimated $28.9M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2017 was Credit Agricole, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2017.