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iShares Global Healthcare ETF
IXJ

212 hedge funds and large institutions have $1.96B invested in iShares Global Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$260M)

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

3% more funds holding

Funds holding: 205 → 212 (+7)

0.45% more ownership

Funds ownership: 62.71% → 63.16% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
63
Reduced
57
Closed
17
Calls
–
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$121M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$30.9M
3
Jane Street
Jane Street
New York
+$8.61M
4
HW
Hamilton Wealth
California
+$4.36M
5
RBA
Richard Bernstein Advisors
New York
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.9M
2
Bank of America
Bank of America
North Carolina
-$9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.83M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.08M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$5.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
GT
76
Greenleaf Trust
Michigan
$645K – – –
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$632K +$345K +4,265 +129%
BRWA
78
B. Riley Wealth Advisors
Florida
$622K +$162 +2 +0%
HSBC Holdings
79
HSBC Holdings
United Kingdom
$615K – – –
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$610K – – –
Simplex Trading
81
Simplex Trading
Illinois
$607K +$89.5K +1,107 +18%
BWM
82
Bulltick Wealth Management
Florida
$590K – – –
PAG
83
Private Advisor Group
New Jersey
$569K -$50K -619 -8%
PIMG
84
Patriot Investment Management Group
Tennessee
$548K +$162 +2 +0%
KTC
85
Kistler-Tiffany Companies
Pennsylvania
$510K – – –
CAPTRUST Financial Advisors
86
CAPTRUST Financial Advisors
North Carolina
$506K -$12K -149 -2%
WP
87
WealthSource Partners
California
$506K – – –
Lido Advisors
88
Lido Advisors
California
$505K – – –
Bank of Nova Scotia
89
Bank of Nova Scotia
Ontario, Canada
$499K -$38.2K -472 -7%
BCV
90
Banque Cantonale Vaudoise
Switzerland
$454K +$442K +5,465 New
NL
91
NWAM LLC
Washington
$446K +$323 +4 +0.1%
Fifth Third Bancorp
92
Fifth Third Bancorp
Ohio
$433K +$8.49K +105 +2%
MML Investors Services
93
MML Investors Services
Massachusetts
$427K +$15K +185 +4%
CS
94
Credit Suisse
Switzerland
$421K +$409K +5,056 New
BDFN
95
Bond & Devick Financial Network
Minnesota
$408K – – –
Stifel Financial
96
Stifel Financial
Missouri
$404K -$30K -371 -7%
ECAM
97
East Coast Asset Management
Massachusetts
$403K – – –
AWM
98
AE Wealth Management
Kansas
$403K +$34K +420 +9%
EHC
99
Everett Harris & Co
California
$401K – – –
JMPWA
100
JP Morgan Private Wealth Advisors
California
$395K +$79.4K +982 +26%
2 3
4
5 6

IXJ Hedge Fund Activity: Q2 2021 in Review

212 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2021, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IXJ positions and 17 closed out — a net gain of 9 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was Citigroup, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 212 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2021, up from 205 in Q1 2021.
  • Funds reported $1.96B of iShares Global Healthcare ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Global Healthcare ETF positions in Q2 2021 and 17 closed out, a net change of +9 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2021 was Citigroup, an estimated $121M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2021 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.