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iShares Global Healthcare ETF

103 hedge funds and large institutions have $258M invested in iShares Global Healthcare ETF in 2013 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 28 increasing their positions, 29 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

27% more capital invested

Capital invested by funds: $203M → $258M (+$55.4M)

14% more funds holding

Funds holding: 90103 (+13)

5.29% more ownership

Funds ownership: 45.95%51.24% (+5.3%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3% less repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 29

Holders
103
Holders Change
+13
Holders Change %
+14.44%
% of All Funds
2.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
22
Increased
28
Reduced
29
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
76
Evercore Wealth Management
New York
$90K +$6.65K +160 +8%
ST
77
Stifel Trust
Missouri
$70K
SF
78
Synovus Financial
Georgia
$67K
Credit Agricole
79
Credit Agricole
France
$62K
AA
80
Apriem Advisors
California
$60K
AP
81
Advisors Preferred
Maryland
$56K +$54.2K +1,304 New
BPBT
82
Boston Private Bank & Trust
Massachusetts
$54K +$52.4K +1,260 New
GT
83
Glenmede Trust
Pennsylvania
$40K
PAS
84
Partnervest Advisory Services
California
$34K
CFS
85
Community Financial System
New York
$31K
Brown Advisory
86
Brown Advisory
Maryland
$26K
FNBT
87
FineMark National Bank & Trust
Florida
$24K
WTC
88
WhitTier Trust Company
Nevada
$22K
AC
89
Alexandria Capital
Virginia
$17K -$8.31K -200 -33%
CFA
90
Carroll Financial Associates
North Carolina
$17K
HCC
91
Hirtle Callaghan & Co
Pennsylvania
$17K
OC
92
Oakworth Capital
Alabama
$17K +$16.6K +400 New
FWM
93
Focused Wealth Management
New York
$14K
BFEC
94
Benjamin F. Edwards & Company
Missouri
$11K
EAMA
95
EFG Asset Management (Americas)
Florida
$9.82K +$9.48K +228 New
ASN
96
Advisory Services Network
Georgia
$9K +$8.31K +200 New
HNB
97
Huntington National Bank
Ohio
$8K
FCT
98
Family Capital Trust
Massachusetts
$6K -$60.7K -1,460 -91%
VIA
99
Vantage Investment Advisors
Pennsylvania
$6K +$5.32K +128 New
ARMC
100
American Research & Management Company
Massachusetts
$5K

IXJ Hedge Fund Activity: Q4 2013 in Review

103 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2013, worth a combined $258M — up 27% from $203M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXJ positions and 8 closed out — a net gain of 14 holders — while 28 added to existing stakes and 29 trimmed.

The largest buyer was Bank of Nova Scotia, adding an estimated $20.9M. The largest seller was Caisse de Depot et Placement du Quebec (CDPQ), exiting entirely with an estimated $2.77M sold.

  • 103 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2013, up from 90 in Q3 2013.
  • Funds reported $258M of iShares Global Healthcare ETF stock for Q4 2013, up 27% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q4 2013 and 8 closed out, a net change of +14 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2013 was Bank of Nova Scotia, an estimated $20.9M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2013 was Caisse de Depot et Placement du Quebec (CDPQ), an estimated $2.77M sold.

Based on aggregated 13F filings for Q4 2013.