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iShares Global Healthcare ETF
IXJ

110 hedge funds and large institutions have $286M invested in iShares Global Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $258M → $286M (+$27.9M)

7% more funds holding

Funds holding: 103 → 110 (+7)

0.98% less ownership

Funds ownership: 51.24% → 50.26% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$14.8M
2
Jane Street
Jane Street
New York
+$3.85M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.06M
4
AAM
Aberdeen Asset Management
United Kingdom
+$2.05M
5
Bank of America
Bank of America
North Carolina
+$1.82M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$4.55M
2
USAA
United Services Automobile Association
Texas
-$2.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.57M
4
KC
Kingfisher Capital
North Carolina
-$2.53M
5
Wells Fargo
Wells Fargo
California
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
KC
76
Kingfisher Capital
North Carolina
$211K -$2.53M -56,620 -92%
Envestnet Asset Management
77
Envestnet Asset Management
Illinois
$196K -$73K -1,636 -28%
Axa
78
Axa
France
$187K +$63.4K +1,420 +53%
SFSIG
79
San Francisco Sentry Investment Group
California
$154K – – –
LOCC
80
Lombard Odier & Cie (Canada)
Quebec, Canada
$101K – – –
AP
81
Advisors Preferred
Maryland
$80.5K +$20.7K +464 +36%
SF
82
Synovus Financial
Georgia
$70K – – –
BPBT
83
Boston Private Bank & Trust
Massachusetts
$70K +$12.5K +280 +22%
Credit Agricole
84
Credit Agricole
France
$66K – – –
ST
85
Stifel Trust
Missouri
$64K -$9.55K -214 -13%
AA
86
Apriem Advisors
California
$63K – – –
CFA
87
CT Financial Advisors
Pennsylvania
$53.7K +$44.4K +996 New
GT
88
Glenmede Trust
Pennsylvania
$42K – – –
CFS
89
Community Financial System
New York
$37K +$4.11K +92 +13%
PAS
90
Partnervest Advisory Services
California
$36K – – –
EWM
91
Evercore Wealth Management
New York
$29K -$64.7K -1,450 -69%
Brown Advisory
92
Brown Advisory
Maryland
$27K – – –
FNBT
93
FineMark National Bank & Trust
Florida
$25K – – –
WTC
94
WhitTier Trust Company
Nevada
$23K – – –
S
95
SignatureFD
Georgia
$21K +$20.5K +460 New
AC
96
Alexandria Capital
Virginia
$18K – – –
CFA
97
Carroll Financial Associates
North Carolina
$18K – – –
HCC
98
Hirtle Callaghan & Co
Pennsylvania
$18K – – –
OC
99
Oakworth Capital
Alabama
$18K – – –
FWM
100
Focused Wealth Management
New York
$15K – – –
1 2 3
4
5

IXJ Hedge Fund Activity: Q1 2014 in Review

110 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2014, worth a combined $286M — up 11% from $258M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IXJ positions and 10 closed out — a net gain of 7 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2014, up from 103 in Q4 2013.
  • Funds reported $286M of iShares Global Healthcare ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Global Healthcare ETF positions in Q1 2014 and 10 closed out, a net change of +7 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2014 was BlackRock, an estimated $14.8M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2014 was SG Americas Securities, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2014.