iShares Global Healthcare ETF
206 hedge funds and large institutions have $1.14B invested in iShares Global Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 80 reducing their positions, and 24 closing their positions.
1.95% less ownership
Funds ownership: 60.36% → 58.41% (-1.9%)
7% less funds holding
Funds holding: 221 → 206 (-15)
11% less capital invested
Capital invested by funds: $1.28B → $1.14B (-$139M)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
45% less repeat investments, than reductions
Existing positions increased: 44 | Existing positions reduced: 80
50% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 24
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$12.7M |
| 2 |
Bank of New York Mellon
New York
|
+$10.9M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$5.97M |
| 4 |
RBA
Richard Bernstein Advisors
New York
|
+$3.91M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.77M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$14.1M |
| 2 |
EVM
Eaton Vance Management
Boston,
Massachusetts
|
-$3.87M |
| 3 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$3.84M |
| 4 |
Jane Street
New York
|
-$2.82M |
| 5 |
FDCDDQ
Federation des caisses Desjardins du Quebec
Levis,
Quebec, Canada
|
-$2.74M |
IXJ Hedge Fund Activity: Q1 2020 in Review
206 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2020, worth a combined $1.14B — down 11% from $1.28B a quarter earlier.
Sellers outnumbered buyers: 24 funds closed out of IXJ and 12 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 44 added.
The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was BlackRock, cutting an estimated $14.1M.
- 206 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2020, down from 221 in Q4 2019.
- Funds reported $1.14B of iShares Global Healthcare ETF stock for Q1 2020, down 11% quarter-over-quarter.
- 12 funds opened new iShares Global Healthcare ETF positions in Q1 2020 and 24 closed out, a net change of -12 holders.
- The largest iShares Global Healthcare ETF buyer in Q1 2020 was Morgan Stanley, an estimated $12.7M added.
- The largest iShares Global Healthcare ETF seller in Q1 2020 was BlackRock, an estimated $14.1M sold.
Based on aggregated 13F filings for Q1 2020.