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iShares Global Healthcare ETF
IXJ

212 hedge funds and large institutions have $1.96B invested in iShares Global Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$260M)

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

3% more funds holding

Funds holding: 205 → 212 (+7)

0.45% more ownership

Funds ownership: 62.71% → 63.16% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
63
Reduced
57
Closed
17
Calls
–
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$121M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$30.9M
3
Jane Street
Jane Street
New York
+$8.61M
4
HW
Hamilton Wealth
California
+$4.36M
5
RBA
Richard Bernstein Advisors
New York
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.9M
2
Bank of America
Bank of America
North Carolina
-$9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.83M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.08M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$5.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
PSUF
101
People's United Financial
Connecticut
$385K -$18.6K -230 -5%
SPC
102
Sigma Planning Corp
Michigan
$381K -$143K -1,765 -28%
PWM
103
Perigon Wealth Management
California
$359K +$14.4K +178 +4%
FRA
104
Front Row Advisors
California
$346K -$4.85K -60 -2%
NWS
105
Newport Wealth Strategies
California
$342K – – –
CAN
106
Cetera Advisor Networks
California
$342K +$333K +4,117 New
BW
107
Bison Wealth
Georgia
$340K +$10.1K +125 +3%
Baird Financial Group
108
Baird Financial Group
Wisconsin
$340K +$69.7K +862 +27%
MC
109
Mathes Company
New York
$328K -$40.4K -500 -11%
SB
110
Strategic Blueprint
Georgia
$328K – – –
WWM
111
Western Wealth Management
Colorado
$327K +$323 +4 +0.1%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$325K -$647 -8 -0.2%
GW
113
GW & Wade
Massachusetts
$318K – – –
KAS
114
Kestra Advisory Services
Texas
$311K +$1.46K +18 +0.5%
BFA
115
Beacon Financial Advisory
Ohio
$311K +$5.17K +64 +2%
WA
116
Wealthstar Advisors
Texas
$303K +$295K +3,643 New
Fidelity Investments
117
Fidelity Investments
Massachusetts
$293K +$2.99K +37 +1%
CHA
118
Carmichael Hill & Associates
Maryland
$289K +$323 +4 +0.1%
GEA
119
Glen Eagle Advisors
New Jersey
$283K – – –
SCM
120
SOL Capital Management
Maryland
$283K – – –
PFS
121
Prospera Financial Services
Texas
$277K – – –
HWMA
122
Heritage Wealth Management (Arizona)
Arizona
$276K +$269K +3,325 New
EWA
123
EP Wealth Advisors
California
$268K -$11.4K -141 -4%
ASN
124
Advisory Services Network
Georgia
$268K -$1.05K -13 -0.4%
SFG
125
Summit Financial Group
West Virginia
$249K -$7.28K -90 -3%
3 4
5
6 7

IXJ Hedge Fund Activity: Q2 2021 in Review

212 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2021, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IXJ positions and 17 closed out — a net gain of 9 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was Citigroup, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 212 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2021, up from 205 in Q1 2021.
  • Funds reported $1.96B of iShares Global Healthcare ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Global Healthcare ETF positions in Q2 2021 and 17 closed out, a net change of +9 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2021 was Citigroup, an estimated $121M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2021 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.