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iShares Global Healthcare ETF

203 hedge funds and large institutions have $1.23B invested in iShares Global Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$92.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206203 (-3)

1.68% less ownership

Funds ownership: 58.41%56.73% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
56
Reduced
70
Closed
24
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
151
Patriot Financial Group Insurance Agency
Massachusetts
$94K -$36.5K -540 -28%
AF
152
Affiance Financial
Minnesota
$86K
MA
153
MUFG Americas
New York
$79K -$67 -1 -0.1%
CAPTRUST Financial Advisors
154
CAPTRUST Financial Advisors
North Carolina
$74K +$72.3K +1,071 New
IF
155
Ironwood Financial
Arizona
$70K -$5.74K -85 -8%
Rockefeller Capital Management
156
Rockefeller Capital Management
New York
$68K +$57.8K +856 +611%
US Bancorp
157
US Bancorp
Minnesota
$67K
OIA
158
Optimum Investment Advisors
Illinois
$50K
TC
159
Truvestments Capital
Florida
$48K
GWM
160
Geneos Wealth Management
Colorado
$45K
PA
161
Procyon Advisors
Connecticut
$41K
AA
162
AlphaMark Advisors
Kentucky
$36K -$8.44K -125 -19%
CB
163
Community Bank
New York
$36K
Franklin Resources
164
Franklin Resources
California
$36K +$33.8K +500 New
WT
165
Washington Trust
Rhode Island
$32K
MCM
166
MV Capital Management
Maryland
$31K
WEC
167
Winslow Evans & Crocker
Massachusetts
$31K
LWM
168
Liberty Wealth Management
California
$31K +$202 +3 +0.7%
FCA
169
FinTrust Capital Advisors
South Carolina
$31K +$19.9K +295 +192%
MIFH
170
Migdal Insurance & Financial Holdings
Israel
$28K
OC
171
Oakworth Capital
Alabama
$28K
PP
172
Pacifica Partners
Canada
$27K -$2.36K -35 -8%
AWM
173
Apollon Wealth Management
South Carolina
$25K +$25K +370 New
CTB
174
Country Trust Bank
Illinois
$24K
HWA
175
HCR Wealth Advisors
California
$24K

IXJ Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2020, worth a combined $1.23B — up 8.1% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was Bank of America, cutting an estimated $85.2M.

  • 203 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2020, down from 206 in Q1 2020.
  • Funds reported $1.23B of iShares Global Healthcare ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2020 was BlackRock, an estimated $55.3M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2020 was Bank of America, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.