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iShares Global Healthcare ETF
IXJ

146 hedge funds and large institutions have $447M invested in iShares Global Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

4% more funds holding

Funds holding: 141 → 146 (+5)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5.8% less ownership

Funds ownership: 61.2% → 55.4% (-5.8%)

7% less capital invested

Capital invested by funds: $480M → $447M (-$33.3M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
39
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$6.62M
2
Morgan Stanley
Morgan Stanley
New York
+$4.75M
3
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
+$3.85M
4
BlackRock
BlackRock
New York
+$3.82M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.32M

Top Sellers

Rank Fund Capital Flow
1
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$29.9M
2
Mirae Asset Global Investments
Mirae Asset Global Investments
South Korea
-$20.4M
3
FMLI
Fukoku Mutual Life Insurance
Japan
-$11.2M
4
Bessemer Group
Bessemer Group
New Jersey
-$9.3M
5
NSLI
Nan Shan Life Insurance
Taiwan
-$3.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
CTB
126
Country Trust Bank
Illinois
$20K – – –
EWM
127
Endurance Wealth Management
Rhode Island
$15K – – –
Northwestern Mutual Wealth Management
128
Northwestern Mutual Wealth Management
Wisconsin
$15K +$14.6K +266 New
CFD
129
Creative Financial Designs
Indiana
$14K – – –
PK
130
Pflug Koory
Nebraska
$12K – – –
ASN
131
Advisory Services Network
Georgia
$11K -$15.1K -274 -58%
BWP
132
Baldwin Wealth Partners
Massachusetts
$11K – – –
HNB
133
Huntington National Bank
Ohio
$11K – – –
WAM
134
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
GRP
135
Global Retirement Partners
California
$10K – – –
TCM
136
TD Capital Management
Tennessee
$10K – – –
PG
137
Patten Group
Tennessee
$8K – – –
VIA
138
Vantage Investment Advisors
Pennsylvania
$8K – – –
ARMC
139
American Research & Management Company
Massachusetts
$7K – – –
FWM
140
Focused Wealth Management
New York
$7K – – –
BFEC
141
Benjamin F. Edwards & Company
Missouri
$7K +$110 +2 +2%
PFGIA
142
Patriot Financial Group Insurance Agency
Massachusetts
$6K – – –
WB
143
Webster Bank
Connecticut
$5K – – –
YWP
144
YorkBridge Wealth Partners
New York
$4K – – –
AssetMark Inc
145
AssetMark Inc
California
$2K – – –
GBBWRPM
146
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$2K – – –
FMLI
147
Fukoku Mutual Life Insurance
Japan
– -$11.2M -204,000 Closed
NSLI
148
Nan Shan Life Insurance
Taiwan
– -$3.28M -60,000 Closed
PSUF
149
People's United Financial
Connecticut
– -$588K -10,758 Closed
SC
150
SouthState Corp
Florida
– -$318K -5,814 Closed
3 4 5
6
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IXJ Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2017, worth a combined $447M — down 6.9% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 11 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.62M. The largest seller was Schroder Investment Management Group, cutting an estimated $29.9M.

  • 146 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2017, up from 141 in Q2 2017.
  • Funds reported $447M of iShares Global Healthcare ETF stock for Q3 2017, down 6.9% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q3 2017 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $6.62M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2017 was Schroder Investment Management Group, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2017.