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iShares Global Healthcare ETF

212 hedge funds and large institutions have $1.96B invested in iShares Global Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$260M)

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

3% more funds holding

Funds holding: 205212 (+7)

0.45% more ownership

Funds ownership: 62.71%63.16% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
26
Increased
63
Reduced
57
Closed
17
Calls
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
51
Creative Planning
Kansas
$968K -$18K -223 -2%
EWA
52
Exencial Wealth Advisors
Oklahoma
$967K -$5.16M -63,771 -85%
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$942K +$7.6K +94 +0.8%
FIM
54
Freedom Investment Management
Connecticut
$924K +$899K +11,119 New
CWM
55
Cornerstone Wealth Management
Missouri
$923K -$102K -1,257 -10%
Aristotle Capital Management
56
Aristotle Capital Management
California
$889K
EM
57
ELCO Management
New York
$836K -$59.8K -740 -7%
EH
58
Equitable Holdings
New York
$830K -$44.8K -554 -5%
Chevy Chase Trust
59
Chevy Chase Trust
Maryland
$825K +$512K +6,330 +176%
Fidelity International
60
Fidelity International
Bermuda
$819K -$120K -1,486 -13%
Vontobel Holding
61
Vontobel Holding
Switzerland
$814K +$162K +2,000 +26%
COLIM
62
City of London Investment Management
United Kingdom
$813K +$791K +9,777 New
RF
63
Rollins Financial
Georgia
$804K +$165K +2,045 +27%
BPC
64
Banque Pictet & Cie
Switzerland
$790K +$768K +9,500 New
V
65
Veritable
Delaware
$776K +$194K +2,404 +35%
SC
66
Scotia Capital
Ontario, Canada
$760K +$12K +148 +2%
WI
67
WBI Investments
New Jersey
$757K +$737K +9,113 New
AIIMS
68
Analyst IMS Investment Management Services
Israel
$754K
RG
69
Rathbones Group
United Kingdom
$733K -$367K -4,540 -34%
TCA
70
Transcend Capital Advisors
New Jersey
$725K +$17.6K +218 +3%
MD
71
Money Design
Japan
$714K
MWM
72
Maltin Wealth Management
New Jersey
$710K +$4.37K +54 +0.6%
GRP
73
Global Retirement Partners
California
$697K +$404 +5 +0.1%
AIM
74
Anchor Investment Management
South Carolina
$680K +$81 +1 +0%
CAM
75
Crestone Asset Management
Colorado
$660K -$980K -12,125 -60%

IXJ Hedge Fund Activity: Q2 2021 in Review

212 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2021, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IXJ positions and 17 closed out — a net gain of 9 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was Citigroup, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 212 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2021, up from 205 in Q1 2021.
  • Funds reported $1.96B of iShares Global Healthcare ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Global Healthcare ETF positions in Q2 2021 and 17 closed out, a net change of +9 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2021 was Citigroup, an estimated $121M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2021 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.