We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49% → 62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210 → 205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$209M
2
BlackRock
BlackRock
New York
+$34.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
Bank of America
Bank of America
North Carolina
+$4.01M
5
HW
Hamilton Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.7M
2
NA
Nottingham Advisors
New York
-$7.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
4
BCI
Brinker Capital Investments
Pennsylvania
-$5.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
126
Venturi Wealth Management
Texas
$222K -$2.15K -28 -1%
MSAM
127
Moloney Securities Asset Management
Missouri
$217K – – –
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$213K -$10.5K -137 -5%
CA
129
Cetera Advisors
Colorado
$210K +$210K +2,728 New
HB
130
Homrich & Berg
Georgia
$206K +$206K +2,672 New
BAM
131
Belpointe Asset Management
Nevada
$195K +$10.8K +140 +6%
WT
132
Whittier Trust
California
$176K – – –
SFS
133
Sowell Financial Services
Arkansas
$167K +$4.08K +53 +3%
ED
134
Exane Derivatives
France
$162K – – –
EAM
135
Erste Asset Management
Austria
$162K – – –
APA
136
American Portfolios Advisors
New York
$158K +$32.5K +422 +26%
Bessemer Group
137
Bessemer Group
New Jersey
$148K – – –
EDRH
138
Edmond de Rothschild Holding
Switzerland
$120K -$229K -2,970 -66%
PA
139
Parallel Advisors
California
$117K – – –
William Blair & Company
140
William Blair & Company
Illinois
$117K +$77 +1 +0.1%
CFA
141
Carroll Financial Associates
North Carolina
$112K – – –
SIC
142
Salem Investment Counselors
North Carolina
$108K – – –
CFGS
143
Concourse Financial Group Securities
Alabama
$105K -$49.7K -646 -32%
NFG
144
Next Financial Group
Texas
$104K – – –
AF
145
Affiance Financial
Minnesota
$97K – – –
FHC
146
First Horizon Corporation
Tennessee
$92K – – –
RE
147
RBC Europe
United Kingdom
$86.5K +$39.7K +516 +85%
OSAM
148
O'Shaughnessy Asset Management
Connecticut
$80K – – –
US Bancorp
149
US Bancorp
Minnesota
$78K -$616 -8 -0.8%
TCWA
150
Ten Capital Wealth Advisors
Washington
$69K -$7.85K -102 -10%
4 5
6
7 8

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.