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iShares Global Healthcare ETF
IXJ

146 hedge funds and large institutions have $447M invested in iShares Global Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

4% more funds holding

Funds holding: 141 → 146 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.8% less ownership

Funds ownership: 61.2% → 55.4% (-5.8%)

7% less capital invested

Capital invested by funds: $480M → $447M (-$33.3M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.62M
2
Morgan Stanley
Morgan Stanley
New York
+$4.75M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$3.85M
4
BlackRock
BlackRock
New York
+$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$20.4M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.2M
4
Bessemer Group
Bessemer Group
New Jersey
-$9.3M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
AA
101
AlphaMark Advisors
Kentucky
$115K – – –
WT
102
Whittier Trust
California
$112K -$46.2K -840 -30%
EA
103
Edge Advisors
Georgia
$100K -$64.8K -1,178 -40%
EWM
104
Evercore Wealth Management
New York
$95K – – –
US Bancorp
105
US Bancorp
Minnesota
$92K – – –
CLOS
106
Compagnie Lombard Odier SCmA
Switzerland
$90K – – –
IF
107
Ironwood Financial
Arizona
$84K – – –
CCM
108
Cribstone Capital Management
Maine
$84K +$38.5K +700 +88%
WEC
109
Winslow Evans & Crocker
Massachusetts
$77.6K -$81.1K -1,474 -52%
PA
110
Parallel Advisors
California
$66K – – –
CAPTRUST Financial Advisors
111
CAPTRUST Financial Advisors
North Carolina
$61K +$60.5K +1,100 New
Schroder Investment Management Group
112
Schroder Investment Management Group
United Kingdom
$50K -$29.9M -543,134 -100%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$50K – – –
Manulife (Manufacturers Life Insurance)
114
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$49K +$23.1K +420 +92%
MIFH
115
Migdal Insurance & Financial Holdings
Israel
$43K +$41.8K +760 New
CB
116
Community Bank
New York
$29K – – –
WTC
117
WhitTier Trust Company
Nevada
$28K – – –
AC
118
Alexandria Capital
Virginia
$28K +$13.2K +240 +94%
RE
119
RBC Europe
United Kingdom
$27K +$26.4K +480 New
MCM
120
MV Capital Management
Maryland
$25K – – –
MCA
121
Mercer Capital Advisers
New Jersey
$22K – – –
OC
122
Oakworth Capital
Alabama
$22K – – –
CPA
123
Clear Perspective Advisors
Illinois
$22K +$21.8K +396 New
BONST
124
Bank of Nova Scotia Trust
Ontario, Canada
$22K +$22K +400 New
BP
125
Ballentine Partners
Massachusetts
$21K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2017, worth a combined $447M — down 6.9% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 11 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.62M. The largest seller was Schroder Investment Management Group, cutting an estimated $29.9M.

  • 146 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2017, up from 141 in Q2 2017.
  • Funds reported $447M of iShares Global Healthcare ETF stock for Q3 2017, down 6.9% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q3 2017 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $6.62M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2017 was Schroder Investment Management Group, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2017.