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iShares Global Healthcare ETF

141 hedge funds and large institutions have $480M invested in iShares Global Healthcare ETF in 2017 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 47 increasing their positions, 37 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

27% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 37

17% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 12

1% more funds holding

Funds holding: 140141 (+1)

10% less capital invested

Capital invested by funds: $531M → $480M (-$51.2M)

34.38% less ownership

Funds ownership: 95.57%61.2% (-34%)

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.52%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
14
Increased
47
Reduced
37
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
126
Baldwin Wealth Partners
Massachusetts
$11K
WAM
127
Wealthspire Advisors (Maryland)
Maryland
$11K +$10.6K +200 New
CG
128
Cutler Group
California
$10K
GRP
129
Global Retirement Partners
California
$10K
HNB
130
Huntington National Bank
Ohio
$10K
TCM
131
TD Capital Management
Tennessee
$10K +$106 +2 +1%
PG
132
Patten Group
Tennessee
$8K
VIA
133
Vantage Investment Advisors
Pennsylvania
$8K +$106 +2 +1%
ARMC
134
American Research & Management Company
Massachusetts
$7K
BFEC
135
Benjamin F. Edwards & Company
Missouri
$7K
FWM
136
Focused Wealth Management
New York
$7K
WB
137
Webster Bank
Connecticut
$5K
PFGIA
138
Patriot Financial Group Insurance Agency
Massachusetts
$5K +$5.31K +100 New
YWP
139
YorkBridge Wealth Partners
New York
$4K
AssetMark Inc
140
AssetMark Inc
California
$2K
GBBWRPM
141
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K
Credit Agricole
142
Credit Agricole
France
-$93.7M -5,197,906 Closed
Jane Street
143
Jane Street
New York
-$11.6M -225,170 Closed
CA
144
Commerzbank Aktiengesellschaft
Germany
-$2.78M -54,082 Closed
Citadel Advisors
145
Citadel Advisors
Florida
-$1.34M -26,080 Closed
Susquehanna International Group
146
Susquehanna International Group
Pennsylvania
-$517K -10,066 Closed
JMPWA
147
JP Morgan Private Wealth Advisors
California
-$290K -5,634 Closed
Verition Fund Management
148
Verition Fund Management
Connecticut
-$227K -4,414 Closed
TFA
149
Transamerica Financial Advisors
Florida
-$211K -4,092 Closed
SIC
150
Salem Investment Counselors
North Carolina
-$72K -1,400 Closed

IXJ Hedge Fund Activity: Q2 2017 in Review

141 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2017, worth a combined $480M — down 9.6% from $531M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IXJ positions and 12 closed out — a net gain of 2 holders — while 47 added to existing stakes and 37 trimmed.

The largest buyer was Schroder Investment Management Group, adding an estimated $28.9M. The largest seller was Credit Agricole, exiting entirely with an estimated $93.7M sold.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2017, up from 140 in Q1 2017.
  • Funds reported $480M of iShares Global Healthcare ETF stock for Q2 2017, down 9.6% quarter-over-quarter.
  • 14 funds opened new iShares Global Healthcare ETF positions in Q2 2017 and 12 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2017 was Schroder Investment Management Group, an estimated $28.9M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2017 was Credit Agricole, an estimated $93.7M sold.

Based on aggregated 13F filings for Q2 2017.