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iShares Global Healthcare ETF
IXJ

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35% → 51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165 → 181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
+$85.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$386M
2
Bank of America
Bank of America
North Carolina
+$8.66M
3
NR
Newfound Research
Massachusetts
+$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.91M
5
CIM
Cambria Investment Management
California
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.54M
2
PP
Prudential plc
United Kingdom
-$1.59M
3
Wells Fargo
Wells Fargo
California
-$1.19M
4
CA
Cetera Advisors
Colorado
-$1.15M
5
IC
InterOcean Capital
Illinois
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
Prudential Financial
101
Prudential Financial
New Jersey
$282K -$168K -2,774 -38%
SAS
102
Stelac Advisory Services
New York
$277K -$23.9K -396 -8%
Bank of New York Mellon
103
Bank of New York Mellon
New York
$277K -$60 -1 -0%
TC
104
Telemus Capital
Michigan
$277K – – –
Chevy Chase Trust
105
Chevy Chase Trust
Maryland
$273K – – –
HSBC Holdings
106
HSBC Holdings
United Kingdom
$252K – – –
SFSG
107
Stearns Financial Services Group
North Carolina
$244K – – –
SPC
108
Sigma Planning Corp
Michigan
$242K – – –
William Blair & Company
109
William Blair & Company
Illinois
$225K +$12.1K +200 +6%
Thrivent Financial for Lutherans
110
Thrivent Financial for Lutherans
Minnesota
$222K -$102K -1,685 -32%
BW
111
Bison Wealth
Georgia
$222K +$213K +3,524 New
MC
112
Moors & Cabot
Massachusetts
$218K +$210K +3,478 New
Bessemer Group
113
Bessemer Group
New Jersey
$210K – – –
CHA
114
Carmichael Hill & Associates
Maryland
$208K -$18K -298 -8%
GW
115
GW & Wade
Massachusetts
$208K +$200K +3,310 New
CAN
116
Cetera Advisor Networks
California
$205K +$198K +3,284 New
CWM
117
Cornerstone Wealth Management
Missouri
$185K +$1.26M +20,905 New
WT
118
Whittier Trust
California
$126K – – –
IA
119
IFP Advisors
Florida
$123K – – –
DSI
120
Daiwa SB Investments
Japan
$119K +$53.8K +890 +89%
SWP
121
Stratos Wealth Partners
Ohio
$117K +$112K +1,862 New
MA
122
MUFG Americas
New York
$115K -$8.94K -148 -7%
CFA
123
Carroll Financial Associates
North Carolina
$114K – – –
Fidelity Investments
124
Fidelity Investments
Massachusetts
$114K +$109K +1,808 New
QCIG
125
Quad-Cities Investment Group
Iowa
$101K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.