iShares Global Healthcare ETF
141 hedge funds and large institutions have $501M invested in iShares Global Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 10 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
20% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 10
1% more funds holding
Funds holding: 140 → 141 (+1)
0.49% less ownership
Funds ownership: 64.75% → 64.26% (-0.49%)
6% less capital invested
Capital invested by funds: $532M → $501M (-$30.7M)
49% less repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 53
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$8.61M |
| 2 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
+$5.74M |
| 3 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
+$2.69M |
| 4 |
UBS Group
Zurich,
Switzerland
|
+$2.45M |
| 5 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$2.38M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Mirae Asset Global Investments
Seoul,
South Korea
|
-$14.4M |
| 2 |
AssetMark Inc
Concord,
California
|
-$8.65M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$6.51M |
| 4 |
BlackRock
New York
|
-$5.77M |
| 5 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
-$4.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
151
SEI Investments
Oaks,
Pennsylvania
| – | -$7K | -148 | Closed |
|
|
LWCFA
152
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | -$4K | -72 | Closed |
|
IXJ Hedge Fund Activity: Q3 2016 in Review
141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2016, worth a combined $501M — down 5.8% from $532M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IXJ positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 53 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $8.61M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.4M.
- 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2016, up from 140 in Q2 2016.
- Funds reported $501M of iShares Global Healthcare ETF stock for Q3 2016, down 5.8% quarter-over-quarter.
- 12 funds opened new iShares Global Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +2 holders.
- The largest iShares Global Healthcare ETF buyer in Q3 2016 was Brinker Capital Investments, an estimated $8.61M added.
- The largest iShares Global Healthcare ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $14.4M sold.
Based on aggregated 13F filings for Q3 2016.