We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35%51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
NCMW
76
Northern Capital Management (Wisconsin)
Wisconsin
$466K -$24.2K -400 -5%
Geode Capital Management
77
Geode Capital Management
Massachusetts
$464K
AIM
78
Anchor Investment Management
South Carolina
$457K +$6.04K +100 +1%
MML Investors Services
79
MML Investors Services
Massachusetts
$441K +$423K +7,000 New
FAAS
80
First Allied Advisory Services
California
$414K -$8.58K -142 -2%
KTC
81
Kistler-Tiffany Companies
Pennsylvania
$413K
Bank of Nova Scotia
82
Bank of Nova Scotia
Ontario, Canada
$408K
Creative Planning
83
Creative Planning
Kansas
$386K +$46.4K +768 +14%
VFA
84
Voya Financial Advisors
Connecticut
$383K
EM
85
ELCO Management
New York
$381K
PWAP
86
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$369K
EHC
87
Everett Harris & Co
California
$349K
VDFA
88
Vickerman & Driscoll Financial Advisors
Washington
$341K -$64.5K -1,067 -16%
SBSB
89
Sullivan, Bruyette, Speros & Blaney
Virginia
$339K -$97.6K -1,615 -23%
LIM
90
Leavell Investment Management
Alabama
$331K
GEA
91
Glen Eagle Advisors
New Jersey
$328K
FTUS
92
Flow Traders U.S.
New York
$321K +$308K +5,097 New
BFC
93
Blue Fin Capital
Rhode Island
$319K -$19.3K -320 -6%
PAM
94
PVG Asset Management
Colorado
$317K +$304K +5,035 New
NWS
95
Newport Wealth Strategies
California
$314K
PAG
96
Private Advisor Group
New Jersey
$313K +$60.8K +1,007 +25%
PWM
97
Perigon Wealth Management
California
$304K -$589K -9,753 -67%
CIC
98
Carnegie Investment Counsel
Ohio
$304K +$51.4K +850 +20%
JP Morgan Chase
99
JP Morgan Chase
New York
$296K -$66K -1,092 -19%
NG
100
NatWest Group
United Kingdom
$294K

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.