We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

140 hedge funds and large institutions have $532M invested in iShares Global Healthcare ETF in 2016 Q2 according to their latest regulatory filings, with 21 funds opening new positions, 37 increasing their positions, 47 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 7

10% more funds holding

Funds holding: 127140 (+13)

3% more capital invested

Capital invested by funds: $519M → $532M (+$13.4M)

0.25% more ownership

Funds ownership: 64.49%64.75% (+0.25%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 47

Holders
140
Holders Change
+13
Holders Change %
+10.24%
% of All Funds
3.74%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
37
Reduced
47
Closed
7
Calls
$1K
Puts
Net Calls
+$1K
Net Calls Change
+$1K
Name Holding Trade Value Shares
Change
Change in
Stake
TC
101
Trust Company
Kansas
$83K +$100 +2 +0.1%
IF
102
Ironwood Financial
Arizona
$76K -$7.18K -144 -9%
JSAM
103
J. Safra Asset Management
New York
$76K +$74.8K +1,500 New
CFA
104
CT Financial Advisors
Pennsylvania
$52.2K +$499 +10 +1%
AA
105
Apriem Advisors
California
$50K
Manulife (Manufacturers Life Insurance)
106
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$48K +$15.9K +318 +50%
Schroder Investment Management Group
107
Schroder Investment Management Group
United Kingdom
$45K
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$42K +$9.98K +200 +31%
CCM
109
Cribstone Capital Management
Maine
$40K +$39.9K +800 New
CFA
110
Carroll Financial Associates
North Carolina
$38K +$6.38K +128 +20%
KLI
111
Kelman-Lazarov Inc
Tennessee
$37.6K -$20K -400 -35%
GBT
112
Grove Bank & Trust
Florida
$33K
CB
113
Community Bank
New York
$32K -$4.59K -92 -13%
Barclays
114
Barclays
United Kingdom
$30K +$29.9K +600 New
FNBT
115
FineMark National Bank & Trust
Florida
$28K
Creative Planning
116
Creative Planning
Kansas
$26K
EWM
117
Evercore Wealth Management
New York
$25K
WTC
118
WhitTier Trust Company
Nevada
$25K
MCM
119
MV Capital Management
Maryland
$23K
ASN
120
Advisory Services Network
Georgia
$23K +$12.7K +254 +127%
MCA
121
Mercer Capital Advisers
New Jersey
$20K
OC
122
Oakworth Capital
Alabama
$20K
IWMPD
123
Integrated Wealth Management (Palm Desert)
California
$19K
US Bancorp
124
US Bancorp
Minnesota
$19K
CTB
125
Country Trust Bank
Illinois
$18K

IXJ Hedge Fund Activity: Q2 2016 in Review

140 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2016, worth a combined $532M — up 2.6% from $519M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IXJ positions and 7 closed out — a net gain of 14 holders — while 37 added to existing stakes and 47 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $7.02M. The largest seller was SG Americas Securities, exiting entirely with an estimated $14M sold.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2016, up from 127 in Q1 2016.
  • Funds reported $532M of iShares Global Healthcare ETF stock for Q2 2016, up 2.6% quarter-over-quarter.
  • 21 funds opened new iShares Global Healthcare ETF positions in Q2 2016 and 7 closed out, a net change of +14 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2016 was Envestnet Asset Management, an estimated $7.02M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2016 was SG Americas Securities, an estimated $14M sold.

Based on aggregated 13F filings for Q2 2016.