We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49% → 62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210 → 205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$209M
2
BlackRock
BlackRock
New York
+$34.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
Bank of America
Bank of America
North Carolina
+$4.01M
5
HW
Hamilton Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.7M
2
NA
Nottingham Advisors
New York
-$7.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
4
BCI
Brinker Capital Investments
Pennsylvania
-$5.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
BW
101
Bison Wealth
Georgia
$306K +$6.31K +82 +2%
SB
102
Strategic Blueprint
Georgia
$304K -$19.6K -255 -6%
Northwestern Mutual Wealth Management
103
Northwestern Mutual Wealth Management
Wisconsin
$303K -$2.77K -36 -0.9%
WWM
104
Western Wealth Management
Colorado
$303K – – –
GW
105
GW & Wade
Massachusetts
$295K +$9.24K +120 +3%
JMPWA
106
JP Morgan Private Wealth Advisors
California
$291K -$115K -1,493 -28%
KAS
107
Kestra Advisory Services
Texas
$287K -$56K -728 -16%
BFA
108
Beacon Financial Advisory
Ohio
$283K +$7.31K +95 +3%
Chevy Chase Trust
109
Chevy Chase Trust
Maryland
$277K – – –
Fidelity Investments
110
Fidelity Investments
Massachusetts
$270K +$26.8K +348 +11%
UMC
111
United Maritime Capital
New York
$270K +$269K +3,500 New
CHA
112
Carmichael Hill & Associates
Maryland
$267K – – –
GEA
113
Glen Eagle Advisors
New Jersey
$263K – – –
SCM
114
SOL Capital Management
Maryland
$262K – – –
Kovitz Investment Group Partners
115
Kovitz Investment Group Partners
Illinois
$260K -$91.6K -1,190 -26%
EWA
116
EP Wealth Advisors
California
$259K -$8.39K -109 -3%
CWM
117
Cordatus Wealth Management
Pennsylvania
$257K – – –
PFS
118
Prospera Financial Services
Texas
$257K – – –
Bank of Montreal
119
Bank of Montreal
Ontario, Canada
$255K – – –
SPIA
120
Steward Partners Investment Advisory
New York
$255K +$193K +2,504 +313%
ASN
121
Advisory Services Network
Georgia
$249K +$50.5K +656 +25%
Baird Financial Group
122
Baird Financial Group
Wisconsin
$249K +$249K +3,229 New
JWS
123
Juncture Wealth Strategies
Arizona
$243K -$427K -5,548 -64%
SFG
124
Summit Financial Group
West Virginia
$238K – – –
CIC
125
Carnegie Investment Counsel
Ohio
$231K – – –
3 4
5
6 7

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.