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iShares Global Healthcare ETF

203 hedge funds and large institutions have $1.23B invested in iShares Global Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$92.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206203 (-3)

1.68% less ownership

Funds ownership: 58.41%56.73% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
56
Reduced
70
Closed
24
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
MC
101
Mathes Company
New York
$306K
WWM
102
Western Wealth Management
Colorado
$299K -$76.7K -1,136 -21%
SB
103
Strategic Blueprint
Georgia
$290K
SPC
104
Sigma Planning Corp
Michigan
$290K +$13.5K +200 +5%
NWS
105
Newport Wealth Strategies
California
$283K -$13.5K -200 -5%
FRA
106
Front Row Advisors
California
$277K
ED
107
Exane Derivatives
France
$270K -$183K -2,707 -41%
Bank of Montreal
108
Bank of Montreal
Ontario, Canada
$268K +$6.95K +103 +3%
EWA
109
EP Wealth Advisors
California
$256K -$32.7K -484 -12%
Chevy Chase Trust
110
Chevy Chase Trust
Maryland
$256K +$8.17K +121 +3%
GC
111
Gilbert & Cook
Iowa
$253K -$562K -8,327 -69%
Stifel Financial
112
Stifel Financial
Missouri
$253K +$13.6K +201 +6%
BW
113
Bison Wealth
Georgia
$249K +$18.6K +275 +8%
SFSG
114
Stearns Financial Services Group
North Carolina
$243K +$1.49K +22 +0.6%
CHA
115
Carmichael Hill & Associates
Maryland
$238K +$17.9K +265 +8%
PSF
116
Pacific Sun Financial
California
$237K
GEA
117
Glen Eagle Advisors
New Jersey
$235K +$7.16K +106 +3%
SCM
118
SOL Capital Management
Maryland
$234K
CWM
119
Cordatus Wealth Management
Pennsylvania
$230K
PFS
120
Prospera Financial Services
Texas
$230K
SIA
121
Starfire Investment Advisers
Michigan
$229K
GW
122
GW & Wade
Massachusetts
$228K
SW
123
SVB Wealth
Massachusetts
$227K -$74K -1,097 -25%
FTUS
124
Flow Traders U.S.
New York
$222K -$152K -2,250 -41%
PWM
125
Perigon Wealth Management
California
$221K -$100K -1,484 -32%

IXJ Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2020, worth a combined $1.23B — up 8.1% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was Bank of America, cutting an estimated $85.2M.

  • 203 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2020, down from 206 in Q1 2020.
  • Funds reported $1.23B of iShares Global Healthcare ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2020 was BlackRock, an estimated $55.3M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2020 was Bank of America, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.