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iShares Global Healthcare ETF
IXJ

Overview Fund Activity

201 hedge funds and large institutions have $892M invested in iShares Global Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
201
Holders Change
+20
Holders Change %
+11.05%
% of All Funds
4.49%
Holding in Top 10
4
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+300%
% of All Funds
0.09%
New
40
Increased
66
Reduced
44
Closed
19
Calls
$459K
Puts
–
Net Calls
+$459K
Net Calls Change
-$521K

Top Buyers

1
MIS
1
Morningstar Investment Services
Illinois
$18.6M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$12.9M
3
JWS
3
Juncture Wealth Strategies
Arizona
$7.68M
4
WSTAM
4
Wilbanks Smith & Thomas Asset Management
Virginia
$7.56M
5
UCFA
5
United Capital Financial Advisors
Texas
$5.21M

Top Sellers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$8.21M
2
NR
2
Newfound Research
Massachusetts
$6.1M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$4.14M
4
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$1.03M
5
Wells Fargo
5
Wells Fargo
California
$5.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
KL
151
KWMG LLC
Kansas
$68K +$68K +1,204 New
ASN
152
Advisory Services Network
Georgia
$67K +$17.2K +303 +35%
WANY
153
Wealthspire Advisors (New York)
New York
$66K +$66K +1,166 New
SFA
154
Semmax Financial Advisors
North Carolina
$62K +$62K +1,099 New
US Bancorp
155
US Bancorp
Minnesota
$56K – – –
GWM
156
Geneos Wealth Management
Colorado
$51K – – –
CAPTRUST Financial Advisors
157
CAPTRUST Financial Advisors
North Carolina
$46K – – –
AA
158
AlphaMark Advisors
Kentucky
$44K – – –
OIA
159
Optimum Investment Advisors
Illinois
$41K – – –
ESB
160
Essex Savings Bank
Connecticut
$41K +$41K +725 New
WEC
161
Winslow Evans & Crocker
Massachusetts
$40K – – –
DWM
162
Doyle Wealth Management
Florida
$40K +$40K +707 New
CB
163
Community Bank
New York
$29K – – –
CIAS
164
Capital Investment Advisory Services
North Carolina
$28K +$28K +491 New
PCG
165
Private Capital Group
Connecticut
$27K – – –
FHA
166
Flagship Harbor Advisors
Massachusetts
$26K -$3.44K -62 -12%
APA
167
American Portfolios Advisors
New York
$25.4K +$17.5K +309 +221%
SC
168
Sawyer & Company
Massachusetts
$25K – – –
MCM
169
MV Capital Management
Maryland
$25K – – –
MIFH
170
Migdal Insurance & Financial Holdings
Israel
$23K – – –
OC
171
Oakworth Capital
Alabama
$23K – – –
MCA
172
Mercer Capital Advisers
New Jersey
$23K – – –
APC
173
Aspire Private Capital
North Carolina
$22K +$22K +389 New
RE
174
RBC Europe
United Kingdom
$21.5K -$5.67K -100 -21%
CTB
175
Country Trust Bank
Illinois
$20K – – –
5 6
7
8 9