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iShares Global Healthcare ETF
IXJ

212 hedge funds and large institutions have $1.96B invested in iShares Global Healthcare ETF in 2021 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 63 increasing their positions, 57 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 17

15% more capital invested

Capital invested by funds: $1.7B → $1.96B (+$260M)

11% more repeat investments, than reductions

Existing positions increased: 63 | Existing positions reduced: 57

3% more funds holding

Funds holding: 205 → 212 (+7)

0.45% more ownership

Funds ownership: 62.71% → 63.16% (+0.45%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $1.39M

Holders
212
Holders Change
+7
Holders Change %
+3.41%
% of All Funds
3.69%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
26
Increased
63
Reduced
57
Closed
17
Calls
–
Puts
$1.39M
Net Calls
-$1.39M
Net Calls Change
-$1.39M

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$121M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$30.9M
3
Jane Street
Jane Street
New York
+$8.61M
4
HW
Hamilton Wealth
California
+$4.36M
5
RBA
Richard Bernstein Advisors
New York
+$2.5M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$16.9M
2
Bank of America
Bank of America
North Carolina
-$9M
3
BCI
Brinker Capital Investments
Pennsylvania
-$8.83M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.08M
5
EWA
Exencial Wealth Advisors
Oklahoma
-$5.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
126
Carnegie Investment Counsel
Ohio
$249K – – –
Kovitz Investment Group Partners
127
Kovitz Investment Group Partners
Illinois
$243K -$36.8K -455 -13%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$242K +$11.8K +146 +5%
KWA
129
KCS Wealth Advisory
California
$242K +$236K +2,917 New
VWM
130
Venturi Wealth Management
Texas
$240K +$323 +4 +0.1%
CA
131
Cetera Advisors
Colorado
$227K – – –
MSAM
132
Moloney Securities Asset Management
Missouri
$223K -$11.2K -138 -5%
HB
133
Homrich & Berg
Georgia
$222K – – –
JWS
134
Juncture Wealth Strategies
Arizona
$217K -$53.3K -659 -21%
CMP
135
Courage Miller Partners
Virginia
$209K +$203K +2,510 New
SWP
136
Stratos Wealth Partners
Ohio
$208K +$203K +2,508 New
ED
137
Exane Derivatives
France
$207K +$26.8K +332 +16%
CC
138
Courier Capital
New York
$204K +$198K +2,450 New
WBG
139
Wharton Business Group
Pennsylvania
$200K +$194K +2,405 New
BAM
140
Belpointe Asset Management
Nevada
$194K -$16.5K -204 -8%
WT
141
Whittier Trust
California
$190K – – –
APA
142
American Portfolios Advisors
New York
$168K -$2.02K -25 -1%
Bessemer Group
143
Bessemer Group
New Jersey
$159K – – –
EVM
144
Eaton Vance Management
Massachusetts
$137K -$1.27M -15,691 -91%
EDRH
145
Edmond de Rothschild Holding
Switzerland
$129K – – –
PA
146
Parallel Advisors
California
$127K +$404 +5 +0.3%
William Blair & Company
147
William Blair & Company
Illinois
$126K – – –
CFA
148
Carroll Financial Associates
North Carolina
$121K – – –
HIIFS
149
Harel Insurance Investments & Financial Services
Israel
$119K +$116K +1,433 New
SIC
150
Salem Investment Counselors
North Carolina
$116K – – –
4 5
6
7 8

IXJ Hedge Fund Activity: Q2 2021 in Review

212 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2021, worth a combined $1.96B — up 15% from $1.7B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IXJ positions and 17 closed out — a net gain of 9 holders — while 63 added to existing stakes and 57 trimmed.

The largest buyer was Citigroup, adding an estimated $121M. The largest seller was BlackRock, cutting an estimated $16.9M.

  • 212 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2021, up from 205 in Q1 2021.
  • Funds reported $1.96B of iShares Global Healthcare ETF stock for Q2 2021, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Global Healthcare ETF positions in Q2 2021 and 17 closed out, a net change of +9 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2021 was Citigroup, an estimated $121M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2021 was BlackRock, an estimated $16.9M sold.

Based on aggregated 13F filings for Q2 2021.