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iShares Global Healthcare ETF
IXJ

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98% → 95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135 → 140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
16
Increased
29
Reduced
46
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Credit Agricole
Credit Agricole
France
+$260M
2
Bessemer Group
Bessemer Group
New Jersey
+$19M
3
Jane Street
Jane Street
New York
+$11.3M
4
BCI
Brinker Capital Investments
Pennsylvania
+$3.63M
5
NR
Newfound Research
Massachusetts
+$2.98M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.31M
2
SG Americas Securities
SG Americas Securities
New York
-$7.02M
3
Fisher Asset Management
Fisher Asset Management
Washington
-$4.27M
4
Bank of America
Bank of America
North Carolina
-$3.93M
5
BlackRock
BlackRock
New York
-$3.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
HNB
126
Huntington National Bank
Ohio
$10K – – –
ASN
127
Advisory Services Network
Georgia
$10K +$10K +200 New
CG
128
Cutler Group
California
$10K +$10K +200 New
GRP
129
Global Retirement Partners
California
$9K +$8.71K +174 New
TCM
130
TD Capital Management
Tennessee
$9K +$9.01K +180 New
PG
131
Patten Group
Tennessee
$8K – – –
VIA
132
Vantage Investment Advisors
Pennsylvania
$7K – – –
ARMC
133
American Research & Management Company
Massachusetts
$6K – – –
BFEC
134
Benjamin F. Edwards & Company
Missouri
$6K – – –
FWM
135
Focused Wealth Management
New York
$6K – – –
WB
136
Webster Bank
Connecticut
$5K -$18.3K -366 -79%
YWP
137
YorkBridge Wealth Partners
New York
$3K – – –
AssetMark Inc
138
AssetMark Inc
California
$2K – – –
GBBWRPM
139
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
AP
140
Advisors Preferred
Maryland
$34 +$33K +660 New
FBC
141
Fairfield, Bush & Co
Connecticut
– -$209K -4,400 Closed
GC
142
Guggenheim Capital
Illinois
– -$156K -3,286 Closed
GWS
143
Glassman Wealth Services
Virginia
– -$135K -2,840 Closed
KLI
144
Kelman-Lazarov Inc
Tennessee
– -$35.1K -740 Closed
FNBT
145
FineMark National Bank & Trust
Florida
– -$26K -554 Closed
BP
146
Ballentine Partners
Massachusetts
– -$18K -380 Closed
AA
147
Ancora Advisors
Ohio
– -$14K -300 Closed
TC
148
Trust Company
Kansas
– -$13K -272 Closed
PFGIA
149
Patriot Financial Group Insurance Agency
Massachusetts
– -$5K -100 Closed
HDIM
150
Hanson & Doremus Investment Management
Vermont
– -$3.98K -84 Closed
2 3 4 5
6

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.