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iShares Global Healthcare ETF

141 hedge funds and large institutions have $480M invested in iShares Global Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 140141 (+1)

10% less capital invested

Capital invested by funds: $531M → $480M (-$51.2M)

34.38% less ownership

Funds ownership: 95.57%61.2% (-34%)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
47
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAAS
76
First Allied Advisory Services
California
$326K -$30.3K -570 -9%
AIM
77
Anchor Investment Management
South Carolina
$318K +$5.42K +102 +2%
SC
78
SouthState Corp
Florida
$318K -$86.4K -1,626 -22%
BFC
79
Blue Fin Capital
Rhode Island
$316K -$134K -2,520 -30%
GEA
80
Glen Eagle Advisors
New Jersey
$312K
Thrivent Financial for Lutherans
81
Thrivent Financial for Lutherans
Minnesota
$290K -$60.7K -1,142 -18%
PWAP
82
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$282K
Goldman Sachs
83
Goldman Sachs
New York
$271K
MML Investors Services
84
MML Investors Services
Massachusetts
$259K +$252K +4,740 New
CIC
85
Carnegie Investment Counsel
Ohio
$242K
HSBC Holdings
86
HSBC Holdings
United Kingdom
$242K
TSS
87
Two Sigma Securities
New York
$234K +$227K +4,280 New
Creative Planning
88
Creative Planning
Kansas
$233K +$198K +3,732 +718%
SI
89
SII Investments
Wisconsin
$227K +$213 +4 +0.1%
Wolverine Trading
90
Wolverine Trading
Illinois
$210K +$204K +3,838 New
GWM
91
Geneos Wealth Management
Colorado
$181K -$8.5K -160 -5%
NFG
92
Next Financial Group
Texas
$177K -$25.2K -474 -13%
IA
93
IFP Advisors
Florida
$168K +$106 +2 +0.1%
EA
94
Edge Advisors
Georgia
$162K
WT
95
Whittier Trust
California
$155K
WEC
96
Winslow Evans & Crocker
Massachusetts
$154K -$65.1K -1,226 -30%
MA
97
MUFG Americas
New York
$134K -$23.4K -440 -15%
CFA
98
Carroll Financial Associates
North Carolina
$125K
AA
99
AlphaMark Advisors
Kentucky
$112K -$4.25K -80 -4%
SAS
100
Stelac Advisory Services
New York
$100K +$97.6K +1,838 New

IXJ Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2017, worth a combined $480M — down 9.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXJ positions and 12 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $28.9M. The largest seller was Credit Agricole, exiting entirely with an estimated $93.7M sold.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $480M of iShares Global Healthcare ETF stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2017 was Schroder Investment Management Group, an estimated $28.9M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2017 was Credit Agricole, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2017.