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iShares Global Healthcare ETF
IXJ

141 hedge funds and large institutions have $501M invested in iShares Global Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 140 → 141 (+1)

0.49% less ownership

Funds ownership: 64.75% → 64.26% (-0.49%)

6% less capital invested

Capital invested by funds: $532M → $501M (-$30.7M)

49% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 53

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
27
Reduced
53
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$8.61M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$5.74M
3
NR
Newfound Research
Massachusetts
+$2.69M
4
UBS Group
UBS Group
Switzerland
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.4M
2
AssetMark Inc
AssetMark Inc
California
-$8.65M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.51M
4
BlackRock
BlackRock
New York
-$5.77M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
IF
101
Ironwood Financial
Arizona
$76K – – –
CFA
102
CT Financial Advisors
Pennsylvania
$52K – – –
US Bancorp
103
US Bancorp
Minnesota
$52K +$33.9K +660 +174%
TC
104
Trust Company
Kansas
$50K -$34.1K -664 -40%
AA
105
Apriem Advisors
California
$50K – – –
TRCT
106
Tower Research Capital (TRC)
New York
$47K +$47.6K +926 New
Schroder Investment Management Group
107
Schroder Investment Management Group
United Kingdom
$45K – – –
Carson Wealth (CWM LLC)
108
Carson Wealth (CWM LLC)
Nebraska
$42K – – –
CCM
109
Cribstone Capital Management
Maine
$39K – – –
CFA
110
Carroll Financial Associates
North Carolina
$38K – – –
KLI
111
Kelman-Lazarov Inc
Tennessee
$37.2K – – –
Manulife (Manufacturers Life Insurance)
112
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$36K -$12K -234 -25%
CWM
113
Concert Wealth Management
California
$33K – – –
GBT
114
Grove Bank & Trust
Florida
$33K – – –
WDL
115
Well Done LLC
Michigan
$32.7K – – –
CB
116
Community Bank
New York
$32K – – –
Barclays
117
Barclays
United Kingdom
$30K – – –
FNBT
118
FineMark National Bank & Trust
Florida
$28K – – –
Creative Planning
119
Creative Planning
Kansas
$26K – – –
EWM
120
Evercore Wealth Management
New York
$25K – – –
WTC
121
WhitTier Trust Company
Nevada
$25K – – –
MCM
122
MV Capital Management
Maryland
$22K – – –
MCA
123
Mercer Capital Advisers
New Jersey
$20K – – –
OC
124
Oakworth Capital
Alabama
$20K – – –
IWMPD
125
Integrated Wealth Management (Palm Desert)
California
$19K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2016, worth a combined $501M — down 5.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXJ positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 53 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $8.61M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.4M.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2016, up from 140 in Q2 2016.
  • Funds reported $501M of iShares Global Healthcare ETF stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2016 was Brinker Capital Investments, an estimated $8.61M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2016.