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iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
TFF
51
The Family Firm
Maryland
$1.22M +$6.68K +103 +0.6%
GT
52
Greenleaf Trust
Michigan
$1.12M -$29.4K -454 -3%
Nomura Asset Management
53
Nomura Asset Management
Japan
$1.07M -$409K -6,300 -29%
EH
54
Equitable Holdings
New York
$1.05M +$986K +15,209 New
Citigroup
55
Citigroup
New York
$1.01M +$1.56K +24 +0.2%
RG
56
Rathbones Group
United Kingdom
$976K -$1.95K -30 -0.2%
MIC
57
Meridian Investment Counsel
California
$942K
Prudential Financial
58
Prudential Financial
New Jersey
$922K -$18.5K -285 -2%
GC
59
Gilbert & Cook
Iowa
$890K -$40.8K -629 -5%
EM
60
ELCO Management
New York
$877K -$6.49K -100 -0.8%
MLIC
61
Mandatum Life Insurance Company
Finland
$874K -$24K -370 -3%
CIBC World Market
62
CIBC World Market
Ontario, Canada
$866K -$164K -2,530 -17%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$854K +$130 +2 +0%
WAM
64
Wakefield Asset Management
Colorado
$850K -$1.43K -22 -0.2%
KWA
65
KCS Wealth Advisory
California
$787K +$30.2K +466 +4%
CBFP
66
Cedar Brook Financial Partners
Ohio
$779K +$125K +1,931 +21%
VFA
67
Voya Financial Advisors
Connecticut
$744K +$21.9K +338 +3%
BDWM
68
Brewin Dolphin Wealth Management
Ireland
$688K
ZIC
69
ZWJ Investment Counsel
Georgia
$688K +$649K +10,000 New
SC
70
Scotia Capital
Ontario, Canada
$649K +$57.8K +891 +10%
JMPWA
71
JP Morgan Private Wealth Advisors
California
$648K +$611K +9,421 New
AIIMS
72
Analyst IMS Investment Management Services
Israel
$641K -$1.53M -23,629 -72%
DADC
73
D.A. Davidson & Co
Montana
$641K -$4.87K -75 -0.8%
VWM
74
Venturi Wealth Management
Texas
$631K
AI
75
Atria Investments
North Carolina
$629K +$93.7K +1,445 +19%

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.