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iShares Global Healthcare ETF
IXJ

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98% → 95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135 → 140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
29
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
+$260M
2
Bessemer Group
Bessemer Group
New Jersey
+$19M
3
Jane Street
Jane Street
New York
+$11.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.63M
5
NR
Newfound Research
Massachusetts
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.31M
2
SG Americas Securities
SG Americas Securities
New York
-$7.02M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$4.27M
4
Bank of America
Bank of America
North Carolina
-$3.93M
5
BlackRock
BlackRock
New York
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
Chevy Chase Trust
76
Chevy Chase Trust
Maryland
$311K -$72.6K -1,450 -19%
AIM
77
Anchor Investment Management
South Carolina
$294K +$122K +2,440 +74%
GEA
78
Glen Eagle Advisors
New Jersey
$293K – – –
JMPWA
79
JP Morgan Private Wealth Advisors
California
$290K -$11.2K -224 -4%
PWAP
80
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$265K – – –
Goldman Sachs
81
Goldman Sachs
New York
$255K – – –
CIC
82
Carnegie Investment Counsel
Ohio
$235K – – –
HSBC Holdings
83
HSBC Holdings
United Kingdom
$228K – – –
Verition Fund Management
84
Verition Fund Management
Connecticut
$227K +$221K +4,414 New
SI
85
SII Investments
Wisconsin
$214K -$8.81K -176 -4%
TFA
86
Transamerica Financial Advisors
Florida
$211K +$205K +4,092 New
WEC
87
Winslow Evans & Crocker
Massachusetts
$210K -$724K -14,468 -78%
NFG
88
Next Financial Group
Texas
$194K – – –
GWM
89
Geneos Wealth Management
Colorado
$179K – – –
CLOS
90
Compagnie Lombard Odier SCmA
Switzerland
$179K +$95.1K +1,900 +119%
IA
91
IFP Advisors
Florida
$158K – – –
EA
92
Edge Advisors
Georgia
$152K -$190K -3,790 -56%
MA
93
MUFG Americas
New York
$149K -$18K -360 -11%
WT
94
Whittier Trust
California
$146K – – –
JP Morgan Chase
95
JP Morgan Chase
New York
$142K – – –
CFA
96
Carroll Financial Associates
North Carolina
$118K +$77.1K +1,540 +203%
AA
97
AlphaMark Advisors
Kentucky
$109K – – –
EWM
98
Evercore Wealth Management
New York
$87K -$40K -800 -32%
IF
99
Ironwood Financial
Arizona
$77K – – –
SIC
100
Salem Investment Counselors
North Carolina
$72K – – –
2 3
4
5 6

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.