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iShares Global Healthcare ETF
IXJ

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35% → 51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165 → 181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
+$85.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$386M
2
Bank of America
Bank of America
North Carolina
+$8.66M
3
NR
Newfound Research
Massachusetts
+$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.91M
5
CIM
Cambria Investment Management
California
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.54M
2
PP
Prudential plc
United Kingdom
-$1.59M
3
Wells Fargo
Wells Fargo
California
-$1.19M
4
CA
Cetera Advisors
Colorado
-$1.15M
5
IC
InterOcean Capital
Illinois
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
AI
51
Atria Investments
North Carolina
$862K +$827K +13,686 New
Citigroup
52
Citigroup
New York
$861K – – –
EDRH
53
Edmond de Rothschild Holding
Switzerland
$855K – – –
MIC
54
Meridian Investment Counsel
California
$849K -$6.04K -100 -0.7%
Nomura Asset Management
55
Nomura Asset Management
Japan
$844K +$96.7K +1,600 +14%
Toronto Dominion Bank
56
Toronto Dominion Bank
Ontario, Canada
$842K +$460K +7,613 +132%
TFF
57
The Family Firm
Maryland
$813K – – –
BRWA
58
B. Riley Wealth Advisors
Florida
$775K -$6.04K -100 -0.8%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$767K -$712K -11,790 -49%
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$761K +$11.2K +185 +2%
UIA
61
UBP Investment Advisors
Switzerland
$756K +$4.83K +80 +0.7%
AFNAS
62
American Financial Network Advisory Services
California
$727K +$696K +11,524 +44,323%
MC
63
Mathes Company
New York
$671K +$24.2K +400 +4%
KWA
64
KCS Wealth Advisory
California
$631K -$5.2K -86 -0.9%
KA
65
Kovack Advisors
Florida
$625K +$30.2K +500 +5%
BDWM
66
Brewin Dolphin Wealth Management
Ireland
$625K -$12.1K -200 -2%
NL
67
NWAM LLC
Washington
$614K -$2.78K -46 -0.5%
PSUF
68
People's United Financial
Connecticut
$592K -$3.63K -60 -0.6%
DADC
69
D.A. Davidson & Co
Montana
$592K – – –
CA
70
Cetera Advisors
Colorado
$563K -$1.15M -19,007 -68%
CRC
71
Curi RMB Capital
Illinois
$552K – – –
Fifth Third Bancorp
72
Fifth Third Bancorp
Ohio
$547K – – –
QCMC
73
Quantum Capital Management (California)
California
$486K -$1.87K -31 -0.4%
ECAM
74
East Coast Asset Management
Massachusetts
$472K +$13K +216 +3%
JFM
75
Jackson Financial Management
California
$470K -$28.5K -472 -6%
1 2
3
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IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.