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iShares Global Healthcare ETF
IXJ

165 hedge funds and large institutions have $390M invested in iShares Global Healthcare ETF in 2018 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 38 increasing their positions, 55 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 15

2% more funds holding

Funds holding: 161 → 165 (+4)

6% less capital invested

Capital invested by funds: $418M → $390M (-$27.1M)

28.11% less ownership

Funds ownership: 53.45% → 25.35% (-28%)

31% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 55

67% less call options, than puts

Call options by funds: $41.9M | Put options by funds: $127M

Holders
165
Holders Change
+4
Holders Change %
+2.48%
% of All Funds
3.78%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
38
Reduced
55
Closed
15
Calls
$41.9M
Puts
$127M
Net Calls
-$85M
Net Calls Change
-$302K

Top Buyers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
+$3.54M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$2.15M
3
CAM
Crestone Asset Management
Colorado
+$1.44M
4
Morgan Stanley
Morgan Stanley
New York
+$615K
5
PWM
Perigon Wealth Management
California
+$583K

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$7.85M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
3
BlackRock
BlackRock
New York
-$4.36M
4
Jane Street
Jane Street
New York
-$4.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$3.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
UIA
51
UBP Investment Advisors
Switzerland
$668K -$4.51K -80 -0.7%
Nomura Asset Management
52
Nomura Asset Management
Japan
$666K -$169K -3,000 -20%
MC
53
Mathes Company
New York
$579K +$59.2K +1,050 +11%
BDWM
54
Brewin Dolphin Wealth Management
Ireland
$571K – – –
KWA
55
KCS Wealth Advisory
California
$570K +$137K +2,421 +32%
NL
56
NWAM LLC
Washington
$553K -$20.1K -356 -4%
PSUF
57
People's United Financial
Connecticut
$534K – – –
KA
58
Kovack Advisors
Florida
$532K -$28.2K -499 -5%
DADC
59
D.A. Davidson & Co
Montana
$531K – – –
CRC
60
Curi RMB Capital
Illinois
$494K +$6.77K +120 +1%
Fifth Third Bancorp
61
Fifth Third Bancorp
Ohio
$490K – – –
JFM
62
Jackson Financial Management
California
$448K -$4.51K -80 -1%
NCMW
63
Northern Capital Management (Wisconsin)
Wisconsin
$440K – – –
QCMC
64
Quantum Capital Management (California)
California
$437K +$14.4K +256 +3%
Geode Capital Management
65
Geode Capital Management
Massachusetts
$416K – – –
ECAM
66
East Coast Asset Management
Massachusetts
$411K -$20.4K -361 -5%
Prudential Financial
67
Prudential Financial
New Jersey
$409K +$409K +7,245 New
AIM
68
Anchor Investment Management
South Carolina
$404K – – –
SBSB
69
Sullivan, Bruyette, Speros & Blaney
Virginia
$395K – – –
FAAS
70
First Allied Advisory Services
California
$380K +$9.14K +162 +2%
KTC
71
Kistler-Tiffany Companies
Pennsylvania
$370K – – –
VDFA
72
Vickerman & Driscoll Financial Advisors
Washington
$365K -$583K -10,327 -61%
Bank of Nova Scotia
73
Bank of Nova Scotia
Ontario, Canada
$365K – – –
VFA
74
Voya Financial Advisors
Connecticut
$342K +$226 +4 +0.1%
EM
75
ELCO Management
New York
$341K -$25.4K -450 -7%
1 2
3
4 5

IXJ Hedge Fund Activity: Q2 2018 in Review

165 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2018, worth a combined $390M — down 6.5% from $418M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IXJ positions and 15 closed out — a net gain of 4 holders — while 38 added to existing stakes and 55 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $3.54M. The largest seller was Brinker Capital Investments, cutting an estimated $7.85M.

  • 165 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2018, up from 161 in Q1 2018.
  • Funds reported $390M of iShares Global Healthcare ETF stock for Q2 2018, down 6.5% quarter-over-quarter.
  • 19 funds opened new iShares Global Healthcare ETF positions in Q2 2018 and 15 closed out, a net change of +4 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2018 was Goldman Sachs, an estimated $3.54M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2018 was Brinker Capital Investments, an estimated $7.85M sold.

Based on aggregated 13F filings for Q2 2018.