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iShares Global Healthcare ETF
IXJ

146 hedge funds and large institutions have $447M invested in iShares Global Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

4% more funds holding

Funds holding: 141 → 146 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.8% less ownership

Funds ownership: 61.2% → 55.4% (-5.8%)

7% less capital invested

Capital invested by funds: $480M → $447M (-$33.3M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.62M
2
Morgan Stanley
Morgan Stanley
New York
+$4.75M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$3.85M
4
BlackRock
BlackRock
New York
+$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$20.4M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.2M
4
Bessemer Group
Bessemer Group
New Jersey
-$9.3M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
BHB
76
Bank Hapoalim BM
Israel
$352K -$13.1K -238 -4%
FAAS
77
First Allied Advisory Services
California
$346K +$13.7K +250 +4%
AIM
78
Anchor Investment Management
South Carolina
$327K – – –
GEA
79
Glen Eagle Advisors
New Jersey
$321K – – –
VFA
80
Voya Financial Advisors
Connecticut
$314K -$40.4K -734 -12%
BFC
81
Blue Fin Capital
Rhode Island
$313K -$11K -200 -3%
Chevy Chase Trust
82
Chevy Chase Trust
Maryland
$306K -$33K -600 -10%
Creative Planning
83
Creative Planning
Kansas
$301K +$60.5K +1,100 +26%
Thrivent Financial for Lutherans
84
Thrivent Financial for Lutherans
Minnesota
$296K -$4.4K -80 -1%
PWAP
85
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$290K – – –
Goldman Sachs
86
Goldman Sachs
New York
$279K – – –
SAS
87
Stelac Advisory Services
New York
$272K +$165K +2,998 +163%
MML Investors Services
88
MML Investors Services
Massachusetts
$269K +$2.53K +46 +1%
CIC
89
Carnegie Investment Counsel
Ohio
$254K – – –
SG Americas Securities
90
SG Americas Securities
New York
$250K -$624K -11,344 -72%
HSBC Holdings
91
HSBC Holdings
United Kingdom
$249K – – –
SFSG
92
Stearns Financial Services Group
North Carolina
$243K -$734K -13,354 -76%
SPC
93
Sigma Planning Corp
Michigan
$207K +$202K +3,676 New
GWM
94
Geneos Wealth Management
Colorado
$187K – – –
NFG
95
Next Financial Group
Texas
$170K -$12.8K -232 -7%
IA
96
IFP Advisors
Florida
$162K -$11K -200 -6%
SEI Investments
97
SEI Investments
Pennsylvania
$143K +$44K +800 +46%
ACM
98
Aviance Capital Management
Florida
$143K +$139K +2,536 New
CFA
99
Carroll Financial Associates
North Carolina
$126K -$4.29K -78 -3%
MA
100
MUFG Americas
New York
$120K -$18K -328 -13%
2 3
4
5 6

IXJ Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2017, worth a combined $447M — down 6.9% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 11 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.62M. The largest seller was Schroder Investment Management Group, cutting an estimated $29.9M.

  • 146 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2017, up from 141 in Q2 2017.
  • Funds reported $447M of iShares Global Healthcare ETF stock for Q3 2017, down 6.9% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q3 2017 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $6.62M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2017 was Schroder Investment Management Group, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2017.