We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

161 hedge funds and large institutions have $418M invested in iShares Global Healthcare ETF in 2018 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 39 increasing their positions, 54 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

38% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 13

3% more funds holding

Funds holding: 156 → 161 (+5)

5.76% less ownership

Funds ownership: 59.21% → 53.45% (-5.8%)

12% less capital invested

Capital invested by funds: $475M → $418M (-$57.4M)

28% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 54

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $84.7M

Holders
161
Holders Change
+5
Holders Change %
+3.21%
% of All Funds
3.69%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
39
Reduced
54
Closed
13
Calls
–
Puts
$84.7M
Net Calls
-$84.7M
Net Calls Change
-$82.9M

Top Buyers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$4.05M
2
RJA
Raymond James & Associates
Florida
+$3.29M
3
Citadel Advisors
Citadel Advisors
Florida
+$3.11M
4
Jane Street
Jane Street
New York
+$2.42M
5
PP
Prudential plc
United Kingdom
+$1.64M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$39.2M
2
BlackRock
BlackRock
New York
-$11.9M
3
NR
Newfound Research
Massachusetts
-$5.49M
4
AIIMS
Analyst IMS Investment Management Services
Israel
-$3.56M
5
EDRH
Edmond de Rothschild Holding
Switzerland
-$3.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
Manulife (Manufacturers Life Insurance)
126
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$29K -$17.3K -300 -22%
CB
127
Community Bank
New York
$29K – – –
WTC
128
WhitTier Trust Company
Nevada
$28K – – –
RE
129
RBC Europe
United Kingdom
$26.7K – – –
PCG
130
Private Capital Group
Connecticut
$26K – – –
MCM
131
MV Capital Management
Maryland
$25K – – –
SC
132
Sawyer & Company
Massachusetts
$25K – – –
CPA
133
Clear Perspective Advisors
Illinois
$22K – – –
MCA
134
Mercer Capital Advisers
New Jersey
$22K – – –
OC
135
Oakworth Capital
Alabama
$22K – – –
CG
136
Cutler Group
California
$22K +$23K +400 New
FBC
137
Fairfield, Bush & Co
Connecticut
$22K +$23K +400 New
CTB
138
Country Trust Bank
Illinois
$19K – – –
VCM
139
Vigilant Capital Management
Maine
$17K – – –
EWM
140
Endurance Wealth Management
Rhode Island
$14K – – –
TCM
141
TD Capital Management
Tennessee
$12K +$1.96K +34 +19%
AWM
142
Aevitas Wealth Management
Massachusetts
$11K – – –
BWP
143
Baldwin Wealth Partners
Massachusetts
$11K – – –
PK
144
Pflug Koory
Nebraska
$11K – – –
WAM
145
Wealthspire Advisors (Maryland)
Maryland
$11K – – –
WCM
146
Whitener Capital Management
North Carolina
$11K – – –
HNB
147
Huntington National Bank
Ohio
$10K – – –
NSIM
148
North Star Investment Management
Illinois
$9K +$9.2K +160 New
PG
149
Patten Group
Tennessee
$8K – – –
VIA
150
Vantage Investment Advisors
Pennsylvania
$8K – – –
3 4 5
6
7

IXJ Hedge Fund Activity: Q1 2018 in Review

161 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2018, worth a combined $418M — down 12% from $475M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IXJ positions and 13 closed out — a net gain of 5 holders — while 39 added to existing stakes and 54 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $4.05M. The largest seller was Fisher Asset Management, cutting an estimated $39.2M.

  • 161 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2018, up from 156 in Q4 2017.
  • Funds reported $418M of iShares Global Healthcare ETF stock for Q1 2018, down 12% quarter-over-quarter.
  • 18 funds opened new iShares Global Healthcare ETF positions in Q1 2018 and 13 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2018 was Susquehanna International Group, an estimated $4.05M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2018 was Fisher Asset Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q1 2018.