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iShares Global Healthcare ETF
IXJ

203 hedge funds and large institutions have $1.23B invested in iShares Global Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$92.2M)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206 → 203 (-3)

1.68% less ownership

Funds ownership: 58.41% → 56.73% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
22
Increased
56
Reduced
70
Closed
24
Calls
$647K
Puts
–
Net Calls
+$647K
Net Calls Change
-$1.48M

Top Buyers

1
BlackRock
BlackRock
New York
+$55.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.5M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$20.2M
4
CM
Columbus Macro
Pennsylvania
+$6.6M
5
FAAS
First Allied Advisory Services
California
+$5.92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$85.2M
2
RBA
Richard Bernstein Advisors
New York
-$38M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$6.81M
5
Morgan Stanley
Morgan Stanley
New York
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
126
KCS Wealth Advisory
California
$214K +$210K +3,106 New
SFG
127
Summit Financial Group
West Virginia
$212K +$208K +3,084 New
VWM
128
Venturi Wealth Management
Texas
$211K -$399K -5,905 -66%
Goldman Sachs
129
Goldman Sachs
New York
$206K +$202K +2,993 New
CIC
130
Carnegie Investment Counsel
Ohio
$206K +$202K +3,000 New
Fidelity Investments
131
Fidelity Investments
Massachusetts
$201K -$47.5K -704 -19%
SFS
132
Sowell Financial Services
Arkansas
$201K +$33.8K +500 +21%
Northwestern Mutual Wealth Management
133
Northwestern Mutual Wealth Management
Wisconsin
$183K +$113K +1,667 +168%
AP
134
Advisors Preferred
Maryland
$163K +$138K +2,041 +638%
OPS
135
Orion Portfolio Solutions
Nebraska
$160K +$64.9K +961 +70%
SPIA
136
Steward Partners Investment Advisory
New York
$147K – – –
EAM
137
Erste Asset Management
Austria
$144K – – –
BAM
138
Belpointe Asset Management
Nevada
$142K +$139K +2,060 New
WT
139
Whittier Trust
California
$138K – – –
TL
140
TrueWealth LLC
Georgia
$137K +$73.9K +1,095 +122%
Bessemer Group
141
Bessemer Group
New Jersey
$132K -$138K -2,040 -52%
APA
142
American Portfolios Advisors
New York
$123K +$80.9K +1,198 +204%
PFBT
143
Parkside Financial Bank & Trust
Missouri
$121K – – –
BWA
144
BDO Wealth Advisors
Florida
$119K – – –
William Blair & Company
145
William Blair & Company
Illinois
$109K -$12.2K -181 -10%
CAN
146
Cetera Advisor Networks
California
$106K +$104K +1,540 New
PA
147
Parallel Advisors
California
$104K +$202 +3 +0.2%
CFGS
148
Concourse Financial Group Securities
Alabama
$101K -$13K -192 -12%
CFA
149
Carroll Financial Associates
North Carolina
$100K -$18.5K -274 -16%
SIC
150
Salem Investment Counselors
North Carolina
$96K – – –
4 5
6
7 8

IXJ Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2020, worth a combined $1.23B — up 8.1% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was Bank of America, cutting an estimated $85.2M.

  • 203 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2020, down from 206 in Q1 2020.
  • Funds reported $1.23B of iShares Global Healthcare ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2020 was BlackRock, an estimated $55.3M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2020 was Bank of America, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.