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iShares Global Healthcare ETF
IXJ

189 hedge funds and large institutions have $1.11B invested in iShares Global Healthcare ETF in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 38 increasing their positions, 76 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less funds holding

Funds holding: 194 → 189 (-5)

7.55% less ownership

Funds ownership: 61.45% → 53.9% (-7.5%)

18% less capital invested

Capital invested by funds: $1.36B → $1.11B (-$245M)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

50% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 76

Holders
189
Holders Change
-5
Holders Change %
-2.58%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
38
Reduced
76
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$5.84M
2
NR
Newfound Research
Massachusetts
+$3.79M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.52M
4
BlackRock
BlackRock
New York
+$2.63M
5
Jane Street
Jane Street
New York
+$1.88M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$117M
2
Fisher Asset Management
Fisher Asset Management
Washington
-$46M
3
RBA
Richard Bernstein Advisors
New York
-$36.5M
4
JP Morgan Chase
JP Morgan Chase
New York
-$26.9M
5
WSTAM
Wilbanks Smith & Thomas Asset Management
Virginia
-$7.13M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPIA
101
Steward Partners Investment Advisory
New York
$278K +$135K +2,214 +95%
Bank of New York Mellon
102
Bank of New York Mellon
New York
$273K – – –
MC
103
Mathes Company
New York
$272K -$379K -6,200 -58%
TC
104
Telemus Capital
Michigan
$269K – – –
NWS
105
Newport Wealth Strategies
California
$264K -$61.1K -1,000 -19%
SB
106
Strategic Blueprint
Georgia
$257K -$67.3K -1,100 -21%
FRA
107
Front Row Advisors
California
$250K – – –
SPC
108
Sigma Planning Corp
Michigan
$249K – – –
HSBC Holdings
109
HSBC Holdings
United Kingdom
$244K – – –
BFC
110
Blue Fin Capital
Rhode Island
$243K -$14.1K -230 -5%
SFSG
111
Stearns Financial Services Group
North Carolina
$241K +$61 +1 +0%
Chevy Chase Trust
112
Chevy Chase Trust
Maryland
$238K -$12.2K -200 -5%
MML Investors Services
113
MML Investors Services
Massachusetts
$229K -$163K -2,666 -42%
GEA
114
Glen Eagle Advisors
New Jersey
$226K – – –
Bessemer Group
115
Bessemer Group
New Jersey
$214K -$11.3K -184 -5%
PWM
116
Perigon Wealth Management
California
$214K – – –
PSF
117
Pacific Sun Financial
California
$208K -$7.34K -120 -3%
Mirae Asset Global Investments
118
Mirae Asset Global Investments
South Korea
$208K – – –
BW
119
Bison Wealth
Georgia
$204K – – –
CWM
120
Cordatus Wealth Management
Pennsylvania
$204K – – –
SIA
121
Starfire Investment Advisers
Michigan
$203K – – –
GW
122
GW & Wade
Massachusetts
$202K – – –
Fidelity Investments
123
Fidelity Investments
Massachusetts
$176K +$2.81K +46 +2%
EDRH
124
Edmond de Rothschild Holding
Switzerland
$136K +$7.77K +127 +6%
EAM
125
Erste Asset Management
Austria
$128K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q3 2019 in Review

189 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2019, worth a combined $1.11B — down 18% from $1.36B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 14 opened new positions — a net loss of 5 holders — while 76 trimmed existing stakes and 38 added.

The largest buyer was Susquehanna International Group, adding an estimated $5.84M. The largest seller was Bank of America, cutting an estimated $117M.

  • 189 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2019, down from 194 in Q2 2019.
  • Funds reported $1.11B of iShares Global Healthcare ETF stock for Q3 2019, down 18% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q3 2019 and 19 closed out, a net change of -5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2019 was Susquehanna International Group, an estimated $5.84M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2019 was Bank of America, an estimated $117M sold.

Based on aggregated 13F filings for Q3 2019.