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iShares Global Healthcare ETF
IXJ

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98% → 95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135 → 140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
29
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
+$260M
2
Bessemer Group
Bessemer Group
New Jersey
+$19M
3
Jane Street
Jane Street
New York
+$11.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.63M
5
NR
Newfound Research
Massachusetts
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.31M
2
SG Americas Securities
SG Americas Securities
New York
-$7.02M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$4.27M
4
Bank of America
Bank of America
North Carolina
-$3.93M
5
BlackRock
BlackRock
New York
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
101
US Bancorp
Minnesota
$57K +$3.4K +68 +7%
CFA
102
CT Financial Advisors
Pennsylvania
$53.5K – – –
Bank of Montreal
103
Bank of Montreal
Ontario, Canada
$52K -$166K -3,320 -77%
AA
104
Apriem Advisors
California
$51K – – –
PA
105
Parallel Advisors
California
$50K +$20K +400 +73%
Schroder Investment Management Group
106
Schroder Investment Management Group
United Kingdom
$46K – – –
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$46K +$2.5K +50 +6%
CCM
108
Cribstone Capital Management
Maine
$41K – – –
TRCT
109
Tower Research Capital (TRC)
New York
$39K +$38.2K +764 New
Barclays
110
Barclays
United Kingdom
$31K – – –
Creative Planning
111
Creative Planning
Kansas
$27K -$51.3K -1,024 -66%
CB
112
Community Bank
New York
$27K – – –
WTC
113
WhitTier Trust Company
Nevada
$26K – – –
MCM
114
MV Capital Management
Maryland
$23K – – –
GBT
115
Grove Bank & Trust
Florida
$21K -$13.1K -262 -40%
MCA
116
Mercer Capital Advisers
New Jersey
$21K – – –
OC
117
Oakworth Capital
Alabama
$21K – – –
UWPG
118
Ullmann Wealth Partners Group
Florida
$20K +$20K +400 New
CTB
119
Country Trust Bank
Illinois
$18K – – –
Manulife (Manufacturers Life Insurance)
120
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$17K – – –
AC
121
Alexandria Capital
Virginia
$13K – – –
CFD
122
Creative Financial Designs
Indiana
$13K – – –
EWM
123
Endurance Wealth Management
Rhode Island
$13K – – –
PK
124
Pflug Koory
Nebraska
$11K – – –
BWP
125
Baldwin Wealth Partners
Massachusetts
$10K – – –
2 3 4
5
6

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.