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iShares Global Healthcare ETF
IXJ

140 hedge funds and large institutions have $532M invested in iShares Global Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

10% more funds holding

Funds holding: 127 → 140 (+13)

3% more capital invested

Capital invested by funds: $519M → $532M (+$13.4M)

0.25% more ownership

Funds ownership: 64.49% → 64.75% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
140
Holders Change
+13
Holders Change %
+10.24%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
21
Increased
37
Reduced
47
Closed
7
Calls
$1K
Puts
–
Net Calls
+$1K
Net Calls Change
+$1K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$7.02M
2
BlackRock
BlackRock
New York
+$5.4M
3
BFA
Beaumont Financial Advisors
Massachusetts
+$4.61M
4
Citadel Advisors
Citadel Advisors
Florida
+$2.76M
5
NR
Newfound Research
Massachusetts
+$2.54M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$14M
2
AssetMark Inc
AssetMark Inc
California
-$12.2M
3
LPL Financial
LPL Financial
California
-$5.11M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$3.43M
5
Bank of America
Bank of America
North Carolina
-$2.3M
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
76
National Planning Corporation
California
$328K -$725K -14,544 -70%
KTC
77
Kistler-Tiffany Companies
Pennsylvania
$322K – – –
VFA
78
Voya Financial Advisors
Connecticut
$317K +$1.6K +32 +0.5%
MA
79
MUFG Americas
New York
$316K -$75.3K -1,510 -19%
PWAP
80
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$296K +$34.9K +700 +14%
FAAS
81
First Allied Advisory Services
California
$291K +$30.9K +620 +12%
Millennium Management
82
Millennium Management
New York
$289K +$285K +5,718 New
JMPWA
83
JP Morgan Private Wealth Advisors
California
$278K -$67.7K -1,358 -20%
CIC
84
Carnegie Investment Counsel
Ohio
$272K – – –
SI
85
SII Investments
Wisconsin
$254K -$9.78K -196 -4%
Goldman Sachs
86
Goldman Sachs
New York
$251K -$807K -16,170 -77%
Bank of New York Mellon
87
Bank of New York Mellon
New York
$214K -$22.2K -446 -10%
Nomura Asset Management
88
Nomura Asset Management
Japan
$212K -$20K -400 -9%
WDL
89
Well Done LLC
Michigan
$211K – – –
HighTower Advisors
90
HighTower Advisors
Illinois
$200K +$196K +3,936 New
GWM
91
Geneos Wealth Management
Colorado
$194K +$6.48K +130 +4%
CLOS
92
Compagnie Lombard Odier SCmA
Switzerland
$176K -$52.9K -1,060 -23%
Bessemer Group
93
Bessemer Group
New Jersey
$169K – – –
GWS
94
Glassman Wealth Services
Virginia
$143K – – –
WT
95
Whittier Trust
California
$143K – – –
LOT
96
Lombard Odier Transatlantic
Quebec, Canada
$112K – – –
EDRH
97
Edmond de Rothschild Holding
Switzerland
$110K – – –
AA
98
AlphaMark Advisors
Kentucky
$107K – – –
Axa
99
Axa
France
$107K +$101K +2,030 +2,160%
EDRS
100
Edmond de Rothschild (Suisse)
Switzerland
$91K +$29.7K +596 +50%
2 3
4
5 6

IXJ Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2016, worth a combined $532M — up 2.6% from $519M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IXJ positions and 7 closed out — a net gain of 14 holders — while 37 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was SG Americas Securities, exiting entirely with an estimated $14M sold.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2016, up from 127 in Q1 2016.
  • Funds reported $532M of iShares Global Healthcare ETF stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 21 funds opened new iShares Global Healthcare ETF positions in Q2 2016 and 7 closed out, a net change of +14 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $7.02M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2016 was SG Americas Securities, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2016.