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iShares Global Healthcare ETF

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49%62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
COCM
151
Charter Oak Capital Management
New Hampshire
$63K
IF
152
Ironwood Financial
Arizona
$62K -$16.5K -214 -21%
PCA
153
Providence Capital Advisors
North Carolina
$62K
HI
154
Harbour Investments
Wisconsin
$56K +$55.8K +725 New
OIA
155
Optimum Investment Advisors
Illinois
$55K
GWM
156
Geneos Wealth Management
Colorado
$54K
TC
157
Truvestments Capital
Florida
$54K
MCC
158
Money Concepts Capital
Florida
$53K
SN
159
Sittner & Nelson
Oregon
$53K
PFGIA
160
Patriot Financial Group Insurance Agency
Massachusetts
$49K
WWM
161
Wolff Wiese Magana
California
$48K -$6.62K -86 -12%
AIC
162
Ayalon Insurance Company
Israel
$43K -$871K -11,320 -95%
Deutsche Bank
163
Deutsche Bank
Germany
$43K
CB
164
Community Bank
New York
$40K -$2.53M -32,935 -98%
AA
165
AlphaMark Advisors
Kentucky
$40K
Franklin Resources
166
Franklin Resources
California
$39K
Rockefeller Capital Management
167
Rockefeller Capital Management
New York
$38K +$4.08K +53 +12%
CTB
168
Country Trust Bank
Illinois
$38K +$11.1K +144 +41%
FCA
169
FinTrust Capital Advisors
South Carolina
$35K
CIAS
170
Capital Investment Advisory Services
North Carolina
$34K
LWM
171
Liberty Wealth Management
California
$34K
MCM
172
MV Capital Management
Maryland
$34K
RWG
173
Regal Wealth Group
California
$33K +$32.7K +425 New
WT
174
Washington Trust
Rhode Island
$32K
MIFH
175
Migdal Insurance & Financial Holdings
Israel
$31K

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.