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iShares Global Healthcare ETF
IXJ

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49% → 62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210 → 205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$209M
2
BlackRock
BlackRock
New York
+$34.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
Bank of America
Bank of America
North Carolina
+$4.01M
5
HW
Hamilton Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.7M
2
NA
Nottingham Advisors
New York
-$7.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
4
BCI
Brinker Capital Investments
Pennsylvania
-$5.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
76
Bulltick Wealth Management
Florida
$547K +$55.1K +716 +11%
V
77
Veritable
Delaware
$534K +$533K +6,929 New
PIMG
78
Patriot Investment Management Group
Tennessee
$508K – – –
FIG
79
FundX Investment Group
California
$501K -$127K -1,650 -20%
Bank of Nova Scotia
80
Bank of Nova Scotia
Ontario, Canada
$499K +$50.3K +654 +11%
SPC
81
Sigma Planning Corp
Michigan
$489K +$184K +2,389 +60%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$480K +$397K +5,160 +482%
Simplex Trading
83
Simplex Trading
Illinois
$477K +$131K +1,702 +38%
KTC
84
Kistler-Tiffany Companies
Pennsylvania
$473K – – –
WP
85
WealthSource Partners
California
$469K -$15.4K -200 -3%
Lido Advisors
86
Lido Advisors
California
$468K +$30.2K +393 +7%
NL
87
NWAM LLC
Washington
$413K -$13.1K -170 -3%
Stifel Financial
88
Stifel Financial
Missouri
$403K +$40.3K +523 +11%
Fifth Third Bancorp
89
Fifth Third Bancorp
Ohio
$393K – – –
Millennium Management
90
Millennium Management
New York
$384K +$383K +4,979 New
MML Investors Services
91
MML Investors Services
Massachusetts
$381K +$7.39K +96 +2%
BDFN
92
Bond & Devick Financial Network
Minnesota
$378K – – –
PSUF
93
People's United Financial
Connecticut
$375K -$11.5K -149 -3%
ECAM
94
East Coast Asset Management
Massachusetts
$374K – – –
EHC
95
Everett Harris & Co
California
$372K – – –
MC
96
Mathes Company
New York
$343K – – –
AWM
97
AE Wealth Management
Kansas
$342K +$107K +1,387 +46%
PWM
98
Perigon Wealth Management
California
$319K +$71.6K +930 +29%
NWS
99
Newport Wealth Strategies
California
$317K – – –
FRA
100
Front Row Advisors
California
$306K -$4.62K -60 -1%
2 3
4
5 6

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.