We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

141 hedge funds and large institutions have $501M invested in iShares Global Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 140 → 141 (+1)

0.49% less ownership

Funds ownership: 64.75% → 64.26% (-0.49%)

6% less capital invested

Capital invested by funds: $532M → $501M (-$30.7M)

49% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 53

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
27
Reduced
53
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$8.61M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$5.74M
3
NR
Newfound Research
Massachusetts
+$2.69M
4
UBS Group
UBS Group
Switzerland
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.4M
2
AssetMark Inc
AssetMark Inc
California
-$8.65M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.51M
4
BlackRock
BlackRock
New York
-$5.77M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
KTC
76
Kistler-Tiffany Companies
Pennsylvania
$321K – – –
PWAP
77
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$295K – – –
JMPWA
78
JP Morgan Private Wealth Advisors
California
$295K +$18.1K +352 +6%
FAAS
79
First Allied Advisory Services
California
$281K -$12.2K -238 -4%
CIBC World Market
80
CIBC World Market
Ontario, Canada
$267K +$273K +5,306 New
SI
81
SII Investments
Wisconsin
$254K – – –
CIC
82
Carnegie Investment Counsel
Ohio
$252K – – –
Millennium Management
83
Millennium Management
New York
$250K -$39.3K -764 -13%
NFG
84
Next Financial Group
Texas
$240K -$118K -2,288 -32%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$238K -$112K -2,180 -32%
MA
86
MUFG Americas
New York
$232K -$84.8K -1,650 -26%
FBC
87
Fairfield, Bush & Co
Connecticut
$222K +$226K +4,400 New
SPC
88
Sigma Planning Corp
Michigan
$221K +$226K +4,394 New
Bank of New York Mellon
89
Bank of New York Mellon
New York
$214K – – –
NPC
90
National Planning Corporation
California
$208K -$93.1K -1,812 -29%
GWM
91
Geneos Wealth Management
Colorado
$192K – – –
Bessemer Group
92
Bessemer Group
New Jersey
$151K -$18.2K -354 -11%
GWS
93
Glassman Wealth Services
Virginia
$143K – – –
WT
94
Whittier Trust
California
$143K – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$114K -$262K -5,100 -69%
EDRH
96
Edmond de Rothschild Holding
Switzerland
$110K – – –
AA
97
AlphaMark Advisors
Kentucky
$107K – – –
EDRS
98
Edmond de Rothschild (Suisse)
Switzerland
$90K – – –
CLOS
99
Compagnie Lombard Odier SCmA
Switzerland
$81K -$96.6K -1,880 -54%
LOT
100
Lombard Odier Transatlantic
Quebec, Canada
$81K -$31.3K -610 -28%
2 3
4
5 6

IXJ Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2016, worth a combined $501M — down 5.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXJ positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 53 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $8.61M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.4M.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2016, up from 140 in Q2 2016.
  • Funds reported $501M of iShares Global Healthcare ETF stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2016 was Brinker Capital Investments, an estimated $8.61M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2016.