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iShares Global Healthcare ETF

203 hedge funds and large institutions have $1.23B invested in iShares Global Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$92.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206203 (-3)

1.68% less ownership

Funds ownership: 58.41%56.73% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
56
Reduced
70
Closed
24
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
GP
76
Geneva Partners
Wisconsin
$550K +$540K +8,003 New
MLIC
77
Mandatum Life Insurance Company
Finland
$520K
BRWA
78
B. Riley Wealth Advisors
Florida
$511K +$82.2K +1,218 +20%
SWP
79
Stratos Wealth Partners
Ohio
$506K +$24.6K +364 +5%
FA
80
FDx Advisors
Illinois
$476K +$467K +6,925 New
PIMG
81
Patriot Investment Management Group
Tennessee
$453K +$135 +2 +0%
WP
82
WealthSource Partners
California
$453K -$52.9K -784 -11%
PSUF
83
People's United Financial
Connecticut
$443K -$94.8K -1,404 -18%
VFA
84
Voya Financial Advisors
Connecticut
$432K -$312K -4,621 -42%
EDRH
85
Edmond de Rothschild Holding
Switzerland
$423K +$188K +2,790 +83%
QCMC
86
Quantum Capital Management (California)
California
$422K -$90.9K -1,346 -18%
KTC
87
Kistler-Tiffany Companies
Pennsylvania
$422K -$26.1K -386 -6%
Bank of Nova Scotia
88
Bank of Nova Scotia
Ontario, Canada
$395K -$49.9K -739 -11%
Creative Planning
89
Creative Planning
Kansas
$381K -$60.1K -891 -14%
NL
90
NWAM LLC
Washington
$376K -$94.8K -1,404 -20%
PAG
91
Private Advisor Group
New Jersey
$371K +$32.4K +480 +10%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$356K
PWAP
93
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$355K
EH
94
Equitable Holdings
New York
$343K -$590K -8,740 -64%
Kovitz Investment Group Partners
95
Kovitz Investment Group Partners
Illinois
$336K -$61.4K -910 -16%
ECAM
96
East Coast Asset Management
Massachusetts
$334K
EHC
97
Everett Harris & Co
California
$332K -$18.1K -268 -5%
HSBC Holdings
98
HSBC Holdings
United Kingdom
$316K
MML Investors Services
99
MML Investors Services
Massachusetts
$314K -$15.1K -223 -5%
JMPWA
100
JP Morgan Private Wealth Advisors
California
$310K -$373K -5,525 -55%

IXJ Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2020, worth a combined $1.23B — up 8.1% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was Bank of America, cutting an estimated $85.2M.

  • 203 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2020, down from 206 in Q1 2020.
  • Funds reported $1.23B of iShares Global Healthcare ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2020 was BlackRock, an estimated $55.3M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2020 was Bank of America, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.