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iShares Global Healthcare ETF
IXJ

141 hedge funds and large institutions have $501M invested in iShares Global Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 140 → 141 (+1)

0.49% less ownership

Funds ownership: 64.75% → 64.26% (-0.49%)

6% less capital invested

Capital invested by funds: $532M → $501M (-$30.7M)

49% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 53

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
27
Reduced
53
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$8.61M
2
NSLI
Nan Shan Life Insurance
Taiwan
+$5.74M
3
NR
Newfound Research
Massachusetts
+$2.69M
4
UBS Group
UBS Group
Switzerland
+$2.45M
5
OMC
Old Mission Capital
Illinois
+$2.38M

Top Sellers

Rank Fund Capital Flow
1
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$14.4M
2
AssetMark Inc
AssetMark Inc
California
-$8.65M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$6.51M
4
BlackRock
BlackRock
New York
-$5.77M
5
BFA
Beaumont Financial Advisors
Massachusetts
-$4.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
BP
126
Ballentine Partners
Massachusetts
$19K +$19.5K +380 New
CTB
127
Country Trust Bank
Illinois
$18K – – –
EWM
128
Endurance Wealth Management
Rhode Island
$13K – – –
ASN
129
Advisory Services Network
Georgia
$10K -$13.1K -254 -56%
BWP
130
Baldwin Wealth Partners
Massachusetts
$10K – – –
WIC
131
Woodmont Investment Counsel
Tennessee
$10K +$10.4K +202 New
HNB
132
Huntington National Bank
Ohio
$9K – – –
MWM
133
MinichMacGregor Wealth Management
New York
$8K – – –
PG
134
Patten Group
Tennessee
$7.34K – – –
VIA
135
Vantage Investment Advisors
Pennsylvania
$7K – – –
ACM
136
Argentus Capital Management
Texas
$6K -$3.19K -62 -33%
ARMC
137
American Research & Management Company
Massachusetts
$6K – – –
FWM
138
Focused Wealth Management
New York
$6K – – –
HDIM
139
Hanson & Doremus Investment Management
Vermont
$4K +$4.32K +84 New
AIM
140
Anchor Investment Management
South Carolina
$3.02K – – –
GBBWRPM
141
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$1K – – –
SIC
142
Salem Investment Counselors
North Carolina
$504 +$51.4K +1,000 New
BFA
143
Beaumont Financial Advisors
Massachusetts
– -$4.66M -92,356 Closed
JWS
144
Juncture Wealth Strategies
Arizona
– -$2.2M -43,524 Closed
Baird Financial Group
145
Baird Financial Group
Wisconsin
– -$480K -9,500 Closed
NG
146
NatWest Group
United Kingdom
– -$384K -7,600 Closed
Nomura Asset Management
147
Nomura Asset Management
Japan
– -$212K -4,200 Closed
HighTower Advisors
148
HighTower Advisors
Illinois
– -$200K -3,936 Closed
Axa
149
Axa
France
– -$107K -2,124 Closed
DAC
150
Dividend Assets Capital
South Carolina
– -$10K -200 Closed
3 4 5
6
7

IXJ Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2016, worth a combined $501M — down 5.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXJ positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 53 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $8.61M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.4M.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2016, up from 140 in Q2 2016.
  • Funds reported $501M of iShares Global Healthcare ETF stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2016 was Brinker Capital Investments, an estimated $8.61M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2016.