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iShares Global Healthcare ETF
IXJ

141 hedge funds and large institutions have $480M invested in iShares Global Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 140 → 141 (+1)

10% less capital invested

Capital invested by funds: $531M → $480M (-$51.2M)

34.38% less ownership

Funds ownership: 95.57% → 61.2% (-34%)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
47
Reduced
37
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$28.9M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
+$7.85M
3
AIIMS
Analyst IMS Investment Management Services
Israel
+$5.66M
4
IG
ING Group
Netherlands
+$2.8M
5
GT
Greenleaf Trust
Michigan
+$2.41M

Top Sellers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
-$93.7M
2
Jane Street
Jane Street
New York
-$11.6M
3
NSLI
Nan Shan Life Insurance
Taiwan
-$10.1M
4
Bessemer Group
Bessemer Group
New Jersey
-$5.86M
5
CA
Commerzbank Aktiengesellschaft
Germany
-$2.78M
Name Holding Trade Value Shares
Change 		Change in
Stake
SEI Investments
101
SEI Investments
Pennsylvania
$95K +$92.2K +1,736 New
EWM
102
Evercore Wealth Management
New York
$92K – – –
US Bancorp
103
US Bancorp
Minnesota
$90K +$28.3K +532 +48%
CLOS
104
Compagnie Lombard Odier SCmA
Switzerland
$87K -$101K -1,900 -54%
IF
105
Ironwood Financial
Arizona
$82K – – –
PA
106
Parallel Advisors
California
$66K +$13.3K +250 +26%
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$49K – – –
CCM
108
Cribstone Capital Management
Maine
$44K – – –
UWPG
109
Ullmann Wealth Partners Group
Florida
$44K +$22K +414 +104%
Barclays
110
Barclays
United Kingdom
$33K – – –
CB
111
Community Bank
New York
$28K – – –
WTC
112
WhitTier Trust Company
Nevada
$27K – – –
ASN
113
Advisory Services Network
Georgia
$26K +$14.6K +274 +137%
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$25K +$6.48K +122 +37%
NA
115
NewEdge Advisors
Louisiana
$24.9K +$24.4K +460 New
MCM
116
MV Capital Management
Maryland
$24K – – –
GBT
117
Grove Bank & Trust
Florida
$22K – – –
MCA
118
Mercer Capital Advisers
New Jersey
$22K – – –
OC
119
Oakworth Capital
Alabama
$22K – – –
BP
120
Ballentine Partners
Massachusetts
$21K +$20.2K +380 New
CTB
121
Country Trust Bank
Illinois
$19K – – –
EWM
122
Endurance Wealth Management
Rhode Island
$14K – – –
AC
123
Alexandria Capital
Virginia
$14K +$106 +2 +0.8%
CFD
124
Creative Financial Designs
Indiana
$13K +$106 +2 +0.8%
PK
125
Pflug Koory
Nebraska
$12K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2017, worth a combined $480M — down 9.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXJ positions and 12 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $28.9M. The largest seller was Credit Agricole, exiting entirely with an estimated $93.7M sold.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $480M of iShares Global Healthcare ETF stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2017 was Schroder Investment Management Group, an estimated $28.9M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2017 was Credit Agricole, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2017.