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iShares Global Healthcare ETF
IXJ

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35% → 51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165 → 181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
–
Net Calls
+$980K
Net Calls Change
+$85.9M

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$386M
2
Bank of America
Bank of America
North Carolina
+$8.66M
3
NR
Newfound Research
Massachusetts
+$8.43M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$5.91M
5
CIM
Cambria Investment Management
California
+$4.68M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$3.54M
2
PP
Prudential plc
United Kingdom
-$1.59M
3
Wells Fargo
Wells Fargo
California
-$1.19M
4
CA
Cetera Advisors
Colorado
-$1.15M
5
IC
InterOcean Capital
Illinois
-$906K
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
151
MV Capital Management
Maryland
$28K – – –
SC
152
Sawyer & Company
Massachusetts
$28K – – –
MCA
153
Mercer Capital Advisers
New Jersey
$25K – – –
MIFH
154
Migdal Insurance & Financial Holdings
Israel
$25K – – –
OC
155
Oakworth Capital
Alabama
$25K – – –
CTB
156
Country Trust Bank
Illinois
$22K – – –
PFGIA
157
Patriot Financial Group Insurance Agency
Massachusetts
$22K +$14.7K +244 +242%
Parallax Volatility Advisers
158
Parallax Volatility Advisers
California
$15K +$14.1K +234 +11,700%
TCM
159
TD Capital Management
Tennessee
$14K – – –
AWM
160
Aevitas Wealth Management
Massachusetts
$13K – – –
BWP
161
Baldwin Wealth Partners
Massachusetts
$13K – – –
Northwestern Mutual Wealth Management
162
Northwestern Mutual Wealth Management
Wisconsin
$13K – – –
WTC
163
WhitTier Trust Company
Nevada
$13K – – –
HNB
164
Huntington National Bank
Ohio
$12K – – –
PK
165
Pflug Koory
Nebraska
$12K – – –
WCM
166
Whitener Capital Management
North Carolina
$12K +$12.1K +200 New
NSIM
167
North Star Investment Management
Illinois
$10K – – –
PG
168
Patten Group
Tennessee
$9K – – –
APA
169
American Portfolios Advisors
New York
$8.82K – – –
BFEC
170
Benjamin F. Edwards & Company
Missouri
$8K – – –
FWM
171
Focused Wealth Management
New York
$8K – – –
WSTAM
172
Wilbanks Smith & Thomas Asset Management
Virginia
$8K +$7.37K +122 New
CFD
173
Creative Financial Designs
Indiana
$7K – – –
TCOV
174
Trust Company of Vermont
Vermont
$7K +$1.93K +32 +40%
EWM
175
Endurance Wealth Management
Rhode Island
$6K – – –
4 5 6
7
8

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.