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iShares Global Healthcare ETF
IXJ

206 hedge funds and large institutions have $1.14B invested in iShares Global Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% less ownership

Funds ownership: 60.36% → 58.41% (-1.9%)

7% less funds holding

Funds holding: 221 → 206 (-15)

11% less capital invested

Capital invested by funds: $1.28B → $1.14B (-$139M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

45% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 80

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
206
Holders Change
-15
Holders Change %
-6.79%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
44
Reduced
80
Closed
24
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
+$986K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.9M
3
Bank of America
Bank of America
North Carolina
+$5.97M
4
RBA
Richard Bernstein Advisors
New York
+$3.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$14.1M
2
EVM
Eaton Vance Management
Massachusetts
-$3.87M
3
NR
Newfound Research
Massachusetts
-$3.84M
4
Jane Street
Jane Street
New York
-$2.82M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
SIA
126
Starfire Investment Advisers
Michigan
$202K – – –
GEA
127
Glen Eagle Advisors
New Jersey
$201K – – –
CHA
128
Carmichael Hill & Associates
Maryland
$195K – – –
JP Morgan Chase
129
JP Morgan Chase
New York
$162K – – –
SFS
130
Sowell Financial Services
Arkansas
$147K +$29.3K +445 +23%
ASN
131
Advisory Services Network
Georgia
$140K -$33K -501 -18%
SPIA
132
Steward Partners Investment Advisory
New York
$130K -$125K -1,900 -47%
EAM
133
Erste Asset Management
Austria
$128K – – –
WT
134
Whittier Trust
California
$122K – – –
PFGIA
135
Patriot Financial Group Insurance Agency
Massachusetts
$116K +$21.7K +329 +21%
William Blair & Company
136
William Blair & Company
Illinois
$108K +$7.91K +120 +7%
PFBT
137
Parkside Financial Bank & Trust
Missouri
$107K – – –
CFA
138
Carroll Financial Associates
North Carolina
$105K -$5.28K -80 -4%
BWA
139
BDO Wealth Advisors
Florida
$105K – – –
CFGS
140
Concourse Financial Group Securities
Alabama
$102K – – –
PA
141
Parallel Advisors
California
$92K -$66 -1 -0.1%
SIC
142
Salem Investment Counselors
North Carolina
$85K – – –
OPS
143
Orion Portfolio Solutions
Nebraska
$83K -$10.9K -166 -11%
NFG
144
Next Financial Group
Texas
$81K – – –
AF
145
Affiance Financial
Minnesota
$76K – – –
MA
146
MUFG Americas
New York
$70K – – –
IF
147
Ironwood Financial
Arizona
$67K -$26.6K -403 -27%
Northwestern Mutual Wealth Management
148
Northwestern Mutual Wealth Management
Wisconsin
$60K -$2.83K -43 -4%
US Bancorp
149
US Bancorp
Minnesota
$60K – – –
TL
150
TrueWealth LLC
Georgia
$55K +$59.3K +900 New
4 5
6
7 8

IXJ Hedge Fund Activity: Q1 2020 in Review

206 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2020, worth a combined $1.14B — down 11% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 12 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was BlackRock, cutting an estimated $14.1M.

  • 206 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2020, down from 221 in Q4 2019.
  • Funds reported $1.14B of iShares Global Healthcare ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q1 2020 and 24 closed out, a net change of -12 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2020 was Morgan Stanley, an estimated $12.7M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2020 was BlackRock, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2020.