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iShares Global Healthcare ETF
IXJ

110 hedge funds and large institutions have $286M invested in iShares Global Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 10

11% more capital invested

Capital invested by funds: $258M → $286M (+$27.9M)

7% more funds holding

Funds holding: 103 → 110 (+7)

0.98% less ownership

Funds ownership: 51.24% → 50.26% (-0.98%)

9% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 33

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
110
Holders Change
+7
Holders Change %
+6.8%
% of All Funds
3.18%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
17
Increased
30
Reduced
33
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$14.8M
2
Jane Street
Jane Street
New York
+$3.85M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$2.06M
4
AAM
Aberdeen Asset Management
United Kingdom
+$2.05M
5
Bank of America
Bank of America
North Carolina
+$1.82M

Top Sellers

1
SG Americas Securities
SG Americas Securities
New York
-$4.55M
2
USAA
United Services Automobile Association
Texas
-$2.58M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$2.57M
4
KC
Kingfisher Capital
North Carolina
-$2.53M
5
Wells Fargo
Wells Fargo
California
-$2.31M
Name Holding Trade Value Shares
Change 		Change in
Stake
BFEC
101
Benjamin F. Edwards & Company
Missouri
$11K – – –
EAMA
102
EFG Asset Management (Americas)
Florida
$10K – – –
M&T Bank
103
M&T Bank
New York
$9K +$9.28K +208 New
FCT
104
Family Capital Trust
Massachusetts
$7K – – –
ARMC
105
American Research & Management Company
Massachusetts
$6K – – –
VIA
106
Vantage Investment Advisors
Pennsylvania
$6K – – –
IWC
107
Integrated Wealth Counsel
California
$3K – – –
NES
108
New England Securities
New York
$2K +$1.7K +38 New
WA
109
WFG Advisors
Texas
$1K +$625 +14 New
NMIS
110
Northwestern Mutual Investment Services
Wisconsin
$1K +$714 +16 New
SG Americas Securities
111
SG Americas Securities
New York
– -$4.55M -105,780 Closed
USAA
112
United Services Automobile Association
Texas
– -$2.58M -60,000 Closed
Susquehanna International Group
113
Susquehanna International Group
Pennsylvania
– -$2.57M -59,748 Closed
TIM
114
Trident Investment Management
New York
– -$2.48M -57,546 Closed
Nomura Holdings
115
Nomura Holdings
Japan
– -$458K -10,624 Closed
HSBC Holdings
116
HSBC Holdings
United Kingdom
– -$218K -5,060 Closed
CMO
117
Covenant Multifamily Offices
Texas
– -$100K -2,330 Closed
ASN
118
Advisory Services Network
Georgia
– -$9K -200 Closed
MAA
119
Managed Account Advisors
New Jersey
– -$2K -58 Closed
HR
120
Howe & Rusling
New York
– -$2K -42 Closed
1 2 3 4
5

IXJ Hedge Fund Activity: Q1 2014 in Review

110 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2014, worth a combined $286M — up 11% from $258M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IXJ positions and 10 closed out — a net gain of 7 holders — while 30 added to existing stakes and 33 trimmed.

The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.55M sold.

  • 110 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2014, up from 103 in Q4 2013.
  • Funds reported $286M of iShares Global Healthcare ETF stock for Q1 2014, up 11% quarter-over-quarter.
  • 17 funds opened new iShares Global Healthcare ETF positions in Q1 2014 and 10 closed out, a net change of +7 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2014 was BlackRock, an estimated $14.8M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2014 was SG Americas Securities, an estimated $4.55M sold.

Based on aggregated 13F filings for Q1 2014.