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iShares Global Healthcare ETF
IXJ

201 hedge funds and large institutions have $1.25B invested in iShares Global Healthcare ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $892M → $1.25B (+$362M)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

6.62% more ownership

Funds ownership: 52.83% → 59.44% (+6.6%)

0% more funds holding

Funds holding: 201 → 201 (0)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-1)

26% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 69

Holders
201
Holders Change
–
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
27
Increased
51
Reduced
69
Closed
22
Calls
$910K
Puts
–
Net Calls
+$910K
Net Calls Change
+$451K

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$240M
2
RBA
Richard Bernstein Advisors
New York
+$77.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
5
BlackRock
BlackRock
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$8.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
3
UCFA
United Capital Financial Advisors
Texas
-$5.21M
4
B
Barings
North Carolina
-$4.46M
5
BCM
Barometer Capital Management
Ontario, Canada
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
EHC
101
Everett Harris & Co
California
$339K +$119 +2 +0%
NWS
102
Newport Wealth Strategies
California
$325K – – –
LIM
103
Leavell Investment Management
Alabama
$321K – – –
PWAP
104
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$315K – – –
BFC
105
Blue Fin Capital
Rhode Island
$309K – – –
GEA
106
Glen Eagle Advisors
New Jersey
$287K -$29.8K -500 -10%
NG
107
NatWest Group
United Kingdom
$285K – – –
FRA
108
Front Row Advisors
California
$276K -$11.4K -192 -4%
Bank of New York Mellon
109
Bank of New York Mellon
New York
$273K +$1.85K +31 +0.7%
TC
110
Telemus Capital
Michigan
$269K – – –
Stifel Financial
111
Stifel Financial
Missouri
$260K -$203K -3,409 -45%
FA
112
FDx Advisors
Illinois
$258K +$252K +4,226 New
WP
113
WealthSource Partners
California
$257K +$250K +4,200 New
Bank of Montreal
114
Bank of Montreal
Ontario, Canada
$256K +$37.1K +623 +18%
Chevy Chase Trust
115
Chevy Chase Trust
Maryland
$244K -$13.7K -230 -5%
CIC
116
Carnegie Investment Counsel
Ohio
$244K – – –
HSBC Holdings
117
HSBC Holdings
United Kingdom
$244K – – –
SFSG
118
Stearns Financial Services Group
North Carolina
$239K +$1.07K +18 +0.5%
JP Morgan Chase
119
JP Morgan Chase
New York
$238K -$2.98K -50 -1%
SAS
120
Stelac Advisory Services
New York
$234K – – –
SPC
121
Sigma Planning Corp
Michigan
$228K +$1.19K +20 +0.5%
VDFA
122
Vickerman & Driscoll Financial Advisors
Washington
$217K -$59.2K -993 -22%
BW
123
Bison Wealth
Georgia
$215K – – –
Mirae Asset Global Investments
124
Mirae Asset Global Investments
South Korea
$208K -$882K -14,800 -81%
Bessemer Group
125
Bessemer Group
New Jersey
$205K -$122K -2,050 -38%
3 4
5
6 7

IXJ Hedge Fund Activity: Q1 2019 in Review

201 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2019, worth a combined $1.25B — up 41% from $892M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXJ positions and 22 closed out — a net gain of 5 holders — while 51 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Fisher Asset Management, cutting an estimated $8.02M.

  • 201 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.25B of iShares Global Healthcare ETF stock for Q1 2019, up 41% quarter-over-quarter.
  • 27 funds opened new iShares Global Healthcare ETF positions in Q1 2019 and 22 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2019 was Bank of America, an estimated $240M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2019 was Fisher Asset Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q1 2019.