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iShares Global Healthcare ETF

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35%51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
Parallel Advisors
California
$101K +$60 +1 +0.1%
BAM
127
Belpointe Asset Management
Nevada
$101K +$97.3K +1,611 New
IF
128
Ironwood Financial
Arizona
$95K
CCM
129
Cribstone Capital Management
Maine
$94K
RFC
130
Regions Financial Corp
Alabama
$94K
Bank of Montreal
131
Bank of Montreal
Ontario, Canada
$76K -$23.4K -387 -24%
SPIA
132
Steward Partners Investment Advisory
New York
$63K +$48.3K +800 +400%
US Bancorp
133
US Bancorp
Minnesota
$62K -$39.9K -660 -40%
GWM
134
Geneos Wealth Management
Colorado
$57K -$71.9K -1,190 -57%
CFGS
135
Concourse Financial Group Securities
Alabama
$56K +$53.4K +884 New
ASN
136
Advisory Services Network
Georgia
$55K +$3.93K +65 +8%
Carson Wealth (CWM LLC)
137
Carson Wealth (CWM LLC)
Nebraska
$53K
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$50K
AA
139
AlphaMark Advisors
Kentucky
$48K
OIA
140
Optimum Investment Advisors
Illinois
$45K
WEC
141
Winslow Evans & Crocker
Massachusetts
$44K
TC
142
Truvestments Capital
Florida
$44K +$42.3K +700 New
CAM
143
Close Asset Management
United Kingdom
$42K +$40.6K +672 New
RMAM
144
Raab & Moskowitz Asset Management
New Jersey
$42K +$41.2K +682 New
NFG
145
Next Financial Group
Texas
$37K +$35K +580 New
RCAG
146
Rehmann Capital Advisory Group
Michigan
$36.3K -$60 -1 -0.2%
FHA
147
Flagship Harbor Advisors
Massachusetts
$34K +$1.21K +20 +4%
CB
148
Community Bank
New York
$33K
RE
149
RBC Europe
United Kingdom
$30.2K
PCG
150
Private Capital Group
Connecticut
$29K

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.