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iShares Global Healthcare ETF

201 hedge funds and large institutions have $1.25B invested in iShares Global Healthcare ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 51 increasing their positions, 69 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $892M → $1.25B (+$362M)

23% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 22

6.62% more ownership

Funds ownership: 52.83%59.44% (+6.6%)

0% more funds holding

Funds holding: 201201 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-1)

26% less repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 69

Holders
201
Holders Change
Holders Change %
0%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.06%
New
27
Increased
51
Reduced
69
Closed
22
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
+$451K
Name Holding Trade Value Shares
Change
Change in
Stake
AA
151
Advisory Alpha
Michigan
$61.7K +$62K +1,040 New
US Bancorp
152
US Bancorp
Minnesota
$60K
ASN
153
Advisory Services Network
Georgia
$54K -$17.8K -299 -25%
AA
154
AlphaMark Advisors
Kentucky
$47K
OIA
155
Optimum Investment Advisors
Illinois
$44K
TC
156
Truvestments Capital
Florida
$43K +$41.7K +700 New
SFA
157
Semmax Financial Advisors
North Carolina
$42K -$24.6K -413 -38%
CAM
158
Close Asset Management
United Kingdom
$41K -$461K -7,728 -92%
GWM
159
Geneos Wealth Management
Colorado
$41K -$13.8K -231 -25%
WEC
160
Winslow Evans & Crocker
Massachusetts
$40K -$1.79K -30 -4%
RCAG
161
Rehmann Capital Advisory Group
Michigan
$35.3K +$34.4K +578 New
GWMIA
162
Global Wealth Management Investment Advisory
Florida
$35K -$51K -856 -60%
CB
163
Community Bank
New York
$32K
FHA
164
Flagship Harbor Advisors
Massachusetts
$32K +$3.69K +62 +13%
CIAS
165
Capital Investment Advisory Services
North Carolina
$30K
PCG
166
Private Capital Group
Connecticut
$29K
APA
167
American Portfolios Advisors
New York
$27.5K +$60 +1 +0.2%
MCM
168
MV Capital Management
Maryland
$27K
SC
169
Sawyer & Company
Massachusetts
$27K
MCA
170
Mercer Capital Advisers
New Jersey
$24K
MIFH
171
Migdal Insurance & Financial Holdings
Israel
$24K
OC
172
Oakworth Capital
Alabama
$24K
RE
173
RBC Europe
United Kingdom
$23.2K
PFGIA
174
Patriot Financial Group Insurance Agency
Massachusetts
$23K +$1.97K +33 +10%
IFAM
175
Institutional & Family Asset Management
Colorado
$23K +$22K +370 New

IXJ Hedge Fund Activity: Q1 2019 in Review

201 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2019, worth a combined $1.25B — up 41% from $892M a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IXJ positions and 22 closed out — a net gain of 5 holders — while 51 added to existing stakes and 69 trimmed.

The largest buyer was Bank of America, adding an estimated $240M. The largest seller was Fisher Asset Management, cutting an estimated $8.02M.

  • 201 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2019, unchanged from Q4 2018.
  • Funds reported $1.25B of iShares Global Healthcare ETF stock for Q1 2019, up 41% quarter-over-quarter.
  • 27 funds opened new iShares Global Healthcare ETF positions in Q1 2019 and 22 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2019 was Bank of America, an estimated $240M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2019 was Fisher Asset Management, an estimated $8.02M sold.

Based on aggregated 13F filings for Q1 2019.