We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
CFA
151
Carroll Financial Associates
North Carolina
$124K
PFBT
152
Parkside Financial Bank & Trust
Missouri
$121K
BWA
153
BDO Wealth Advisors
Florida
$119K
CFGS
154
Concourse Financial Group Securities
Alabama
$115K +$108K +1,667 New
William Blair & Company
155
William Blair & Company
Illinois
$113K
PFGIA
156
Patriot Financial Group Insurance Agency
Massachusetts
$108K +$37K +570 +57%
BAM
157
Belpointe Asset Management
Nevada
$106K +$100K +1,547 New
OPS
158
Orion Portfolio Solutions
Nebraska
$105K +$99.4K +1,532 New
PA
159
Parallel Advisors
California
$104K +$195 +3 +0.2%
IF
160
Ironwood Financial
Arizona
$103K
SIC
161
Salem Investment Counselors
North Carolina
$96K
NFG
162
Next Financial Group
Texas
$91K -$4.61K -71 -5%
AF
163
Affiance Financial
Minnesota
$86K +$81.3K +1,254 New
MA
164
MUFG Americas
New York
$79K
Northwestern Mutual Wealth Management
165
Northwestern Mutual Wealth Management
Wisconsin
$71K -$55.1K -850 -45%
FGAM
166
Financial Gravity Asset Management
Texas
$69K +$12.3K +189 New
US Bancorp
167
US Bancorp
Minnesota
$67K
OIA
168
Optimum Investment Advisors
Illinois
$60K
SIC
169
Samalin Investment Counsel
New York
$58K +$55.1K +850 New
AA
170
Advisory Alpha
Michigan
$47.8K -$22.7K -350 -34%
GWM
171
Geneos Wealth Management
Colorado
$46K
RMAM
172
Raab & Moskowitz Asset Management
New Jersey
$46K +$44.2K +682 New
AA
173
AlphaMark Advisors
Kentucky
$44K
PP
174
Pacifica Partners
Canada
$42K +$39.6K +610 New
PA
175
Procyon Advisors
Connecticut
$41K +$38.3K +590 New

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.