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iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Kovitz Investment Group Partners
101
Kovitz Investment Group Partners
Illinois
$415K -$10.4K -160 -3%
WWM
102
Western Wealth Management
Colorado
$406K -$8.11K -125 -2%
Citadel Advisors
103
Citadel Advisors
Florida
$405K -$373K -5,753 -49%
FTUS
104
Flow Traders U.S.
New York
$376K +$355K +5,475 New
EHC
105
Everett Harris & Co
California
$368K +$130 +2 +0%
LIM
106
Leavell Investment Management
Alabama
$362K
Susquehanna International Group
107
Susquehanna International Group
Pennsylvania
$360K -$6.47M -99,705 -95%
PWAP
108
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$358K
Fifth Third Bancorp
109
Fifth Third Bancorp
Ohio
$355K -$119K -1,842 -26%
FAAS
110
First Allied Advisory Services
California
$344K -$32.1K -495 -9%
EWA
111
EP Wealth Advisors
California
$342K -$106K -1,636 -25%
BCM
112
Brookstone Capital Management
Illinois
$318K -$117K -1,810 -28%
PAG
113
Private Advisor Group
New Jersey
$318K -$15.4K -237 -5%
TC
114
Telemus Capital
Michigan
$311K +$8.24K +127 +3%
MC
115
Mathes Company
New York
$306K
SPC
116
Sigma Planning Corp
Michigan
$301K +$19.1K +295 +7%
NWS
117
Newport Wealth Strategies
California
$296K
SB
118
Strategic Blueprint
Georgia
$290K +$778 +12 +0.3%
MML Investors Services
119
MML Investors Services
Massachusetts
$282K +$23K +355 +9%
SPIA
120
Steward Partners Investment Advisory
New York
$277K -$33.5K -517 -11%
FRA
121
Front Row Advisors
California
$277K -$3.89K -60 -1%
HSBC Holdings
122
HSBC Holdings
United Kingdom
$275K
SFSG
123
Stearns Financial Services Group
North Carolina
$273K +$1.43K +22 +0.6%
WI
124
WrapManager Inc
California
$264K -$405K -6,237 -62%
BFC
125
Blue Fin Capital
Rhode Island
$259K -$13K -200 -5%

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.