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iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of Montreal
126
Bank of Montreal
Ontario, Canada
$259K +$135K +2,085 +124%
Chevy Chase Trust
127
Chevy Chase Trust
Maryland
$248K -$19.5K -300 -8%
Bessemer Group
128
Bessemer Group
New Jersey
$240K
PWM
129
Perigon Wealth Management
California
$238K
PSF
130
Pacific Sun Financial
California
$234K
SCM
131
SOL Capital Management
Maryland
$234K +$221K +3,400 New
BW
132
Bison Wealth
Georgia
$230K
CWM
133
Cordatus Wealth Management
Pennsylvania
$229K
PFS
134
Prospera Financial Services
Texas
$229K +$217K +3,338 New
GW
135
GW & Wade
Massachusetts
$228K
SIA
136
Starfire Investment Advisers
Michigan
$228K
GEA
137
Glen Eagle Advisors
New Jersey
$227K -$25.9K -400 -11%
CHA
138
Carmichael Hill & Associates
Maryland
$220K +$208K +3,201 New
SFG
139
Summit Financial Group
West Virginia
$212K +$200K +3,084 New
MC
140
Moors & Cabot
Massachusetts
$211K +$199K +3,062 New
CIC
141
Carnegie Investment Counsel
Ohio
$206K +$195K +3,000 New
CG
142
Colony Group
Massachusetts
$204K +$192K +2,960 New
ASN
143
Advisory Services Network
Georgia
$193K +$118K +1,819 +185%
JP Morgan Chase
144
JP Morgan Chase
New York
$184K -$421K -6,491 -71%
Fidelity Investments
145
Fidelity Investments
Massachusetts
$181K -$16.7K -257 -9%
BFO
146
Biltmore Family Office
North Carolina
$163K +$154K +2,370 New
EDRH
147
Edmond de Rothschild Holding
Switzerland
$153K
EAM
148
Erste Asset Management
Austria
$144K
WT
149
Whittier Trust
California
$138K
SFS
150
Sowell Financial Services
Arkansas
$136K

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.