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iShares Global Healthcare ETF
IXJ

198 hedge funds and large institutions have $1.32B invested in iShares Global Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 48 increasing their positions, 65 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

7% more capital invested

Capital invested by funds: $1.23B → $1.32B (+$90.2M)

1.06% more ownership

Funds ownership: 56.73% → 57.79% (+1.1%)

2% less funds holding

Funds holding: 203 → 198 (-5)

13% less first-time investments, than exits

New positions opened: 20 | Existing positions closed: 23

26% less repeat investments, than reductions

Existing positions increased: 48 | Existing positions reduced: 65

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
198
Holders Change
-5
Holders Change %
-2.46%
% of All Funds
4%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
20
Increased
48
Reduced
65
Closed
23
Calls
$488K
Puts
–
Net Calls
+$488K
Net Calls Change
-$159K

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$58.7M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$8.03M
3
NA
Nottingham Advisors
New York
+$3.94M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$2.55M
5
Bank of America
Bank of America
North Carolina
+$2.31M

Top Sellers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
-$12.5M
2
MIS
Morningstar Investment Services
Illinois
-$5.36M
3
CM
Columbus Macro
Pennsylvania
-$4.2M
4
FAAS
First Allied Advisory Services
California
-$3.42M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$3.25M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northwestern Mutual Wealth Management
126
Northwestern Mutual Wealth Management
Wisconsin
$234K +$43.4K +605 +23%
SFS
127
Sowell Financial Services
Arkansas
$224K +$14.3K +200 +7%
SFG
128
Summit Financial Group
West Virginia
$221K – – –
CIC
129
Carnegie Investment Counsel
Ohio
$215K – – –
VWM
130
Venturi Wealth Management
Texas
$213K -$7.46K -104 -3%
AP
131
Advisors Preferred
Maryland
$188K +$18.2K +254 +11%
BAM
132
Belpointe Asset Management
Nevada
$171K +$23.2K +323 +16%
ED
133
Exane Derivatives
France
$160K -$122K -1,700 -43%
EAM
134
Erste Asset Management
Austria
$151K – – –
WT
135
Whittier Trust
California
$144K – – –
CFGS
136
Concourse Financial Group Securities
Alabama
$144K +$38.1K +532 +36%
Bessemer Group
137
Bessemer Group
New Jersey
$138K – – –
ASN
138
Advisory Services Network
Georgia
$132K +$132K +1,837 New
APA
139
American Portfolios Advisors
New York
$130K +$1.58K +22 +1%
PFBT
140
Parkside Financial Bank & Trust
Missouri
$126K – – –
BWA
141
BDO Wealth Advisors
Florida
$124K – – –
William Blair & Company
142
William Blair & Company
Illinois
$114K – – –
PA
143
Parallel Advisors
California
$109K +$72 +1 +0.1%
CFA
144
Carroll Financial Associates
North Carolina
$104K – – –
SIC
145
Salem Investment Counselors
North Carolina
$101K – – –
NFG
146
Next Financial Group
Texas
$96K +$95.8K +1,337 New
AF
147
Affiance Financial
Minnesota
$90K – – –
FHC
148
First Horizon Corporation
Tennessee
$86K +$86K +1,200 New
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$77K – – –
IF
150
Ironwood Financial
Arizona
$73K – – –
4 5
6
7 8

IXJ Hedge Fund Activity: Q3 2020 in Review

198 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2020, worth a combined $1.32B — up 7.3% from $1.23B a quarter earlier.

Sellers outnumbered buyers: 23 funds closed out of IXJ and 20 opened new positions — a net loss of 3 holders — while 65 trimmed existing stakes and 48 added.

The largest buyer was BlackRock, adding an estimated $58.7M. The largest seller was Brinker Capital Investments, cutting an estimated $12.5M.

  • 198 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2020, down from 203 in Q2 2020.
  • Funds reported $1.32B of iShares Global Healthcare ETF stock for Q3 2020, up 7.3% quarter-over-quarter.
  • 20 funds opened new iShares Global Healthcare ETF positions in Q3 2020 and 23 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2020 was BlackRock, an estimated $58.7M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2020 was Brinker Capital Investments, an estimated $12.5M sold.

Based on aggregated 13F filings for Q3 2020.