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iShares Global Healthcare ETF
IXJ

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49% → 62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210 → 205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$209M
2
BlackRock
BlackRock
New York
+$34.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
Bank of America
Bank of America
North Carolina
+$4.01M
5
HW
Hamilton Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.7M
2
NA
Nottingham Advisors
New York
-$7.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
4
BCI
Brinker Capital Investments
Pennsylvania
-$5.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
PVH
51
Psagot Value Holdings
Israel
$1.1M -$114K -1,484 -9%
RG
52
Rathbones Group
United Kingdom
$1.03M – – –
MIC
53
Meridian Investment Counsel
California
$1.02M – – –
CWM
54
Cornerstone Wealth Management
Missouri
$952K +$188K +2,449 +25%
Creative Planning
55
Creative Planning
Kansas
$915K -$45.3K -589 -5%
Fidelity International
56
Fidelity International
Bermuda
$876K -$126K -1,636 -13%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$868K -$18.2K -236 -2%
EM
58
ELCO Management
New York
$832K – – –
Aristotle Capital Management
59
Aristotle Capital Management
California
$825K +$824K +10,700 New
EH
60
Equitable Holdings
New York
$812K -$42.8K -556 -5%
FTUS
61
Flow Traders U.S.
New York
$710K +$67.3K +875 +10%
AIIMS
62
Analyst IMS Investment Management Services
Israel
$699K – – –
SC
63
Scotia Capital
Ontario, Canada
$693K -$57.6K -749 -8%
MD
64
Money Design
Japan
$662K -$451K -5,855 -41%
TCA
65
Transcend Capital Advisors
New Jersey
$659K +$35.2K +457 +6%
MWM
66
Maltin Wealth Management
New Jersey
$654K – – –
GRP
67
Global Retirement Partners
California
$646K -$246K -3,200 -28%
AIM
68
Anchor Investment Management
South Carolina
$630K – – –
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$610K – – –
Vontobel Holding
70
Vontobel Holding
Switzerland
$601K +$84.7K +1,100 +16%
GT
71
Greenleaf Trust
Michigan
$598K – – –
RF
72
Rollins Financial
Georgia
$587K -$9.93K -129 -2%
BRWA
73
B. Riley Wealth Advisors
Florida
$577K +$16.3K +212 +3%
PAG
74
Private Advisor Group
New Jersey
$575K -$35K -455 -6%
HSBC Holdings
75
HSBC Holdings
United Kingdom
$570K – – –
1 2
3
4 5

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.