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iShares Global Healthcare ETF

201 hedge funds and large institutions have $1.25B invested in iShares Global Healthcare ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $892M → $1.25B (+$362M)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

6.62% more ownership

Funds ownership: 52.83%59.44% (+6.6%)

0% more funds holding

Funds holding: 201201 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 69

Holders
201
Holders Change
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
27
Increased
51
Reduced
69
Closed
22
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
QCMC
76
Quantum Capital Management (California)
California
$504K +$6.02K +101 +1%
BCM
77
Brookstone Capital Management
Illinois
$501K -$693K -11,625 -59%
NL
78
NWAM LLC
Washington
$493K -$85.6K -1,437 -15%
PAMU
79
Pictet Asset Management (UK)
United Kingdom
$489K -$107K -1,800 -18%
AC
80
Alexandria Capital
Virginia
$463K -$31.5K -528 -7%
CRC
81
Curi RMB Capital
Illinois
$462K -$11.9K -200 -3%
AI
82
Atria Investments
North Carolina
$459K -$94.7K -1,590 -17%
Geode Capital Management
83
Geode Capital Management
Massachusetts
$450K
ECAM
84
East Coast Asset Management
Massachusetts
$433K +$119 +2 +0%
MML Investors Services
85
MML Investors Services
Massachusetts
$430K -$44.5K -747 -10%
CPC
86
Cookson Peirce & Co
Pennsylvania
$426K -$83.4K -1,400 -17%
Kovitz Investment Group Partners
87
Kovitz Investment Group Partners
Illinois
$425K +$415K +6,960 New
PAG
88
Private Advisor Group
New Jersey
$423K +$16.8K +282 +4%
JFM
89
Jackson Financial Management
California
$414K -$40.5K -680 -9%
Susquehanna International Group
90
Susquehanna International Group
Pennsylvania
$406K -$3.46M -58,053 -90%
KTC
91
Kistler-Tiffany Companies
Pennsylvania
$399K
Bank of Nova Scotia
92
Bank of Nova Scotia
Ontario, Canada
$396K +$179 +3 +0%
BUB
93
BBVA USA Bancshares
Texas
$384K +$40.6K +681 +12%
PIMG
94
Patriot Investment Management Group
Tennessee
$372K +$363K +6,098 New
WWM
95
Western Wealth Management
Colorado
$370K
EM
96
ELCO Management
New York
$366K -$3.58K -60 -1%
SB
97
Strategic Blueprint
Georgia
$357K +$32.8K +550 +10%
FAAS
98
First Allied Advisory Services
California
$354K -$5.01K -84 -1%
Creative Planning
99
Creative Planning
Kansas
$350K +$21.5K +360 +7%
SWP
100
Stratos Wealth Partners
Ohio
$350K +$342K +5,735 New

IXJ Hedge Fund Activity: Q1 2019 in Review

201 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2019, worth a combined $1.25B — up 41% from $892M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXJ positions and 22 closed out — a net gain of 5 holders — while 51 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Fisher Asset Management, cutting an estimated $8.02M.

  • 201 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.25B of iShares Global Healthcare ETF stock for Q1 2019, up 41% quarter-over-quarter.
  • 27 funds opened new iShares Global Healthcare ETF positions in Q1 2019 and 22 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2019 was Bank of America, an estimated $240M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2019 was Fisher Asset Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q1 2019.