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iShares Global Healthcare ETF
IXJ

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: 201 → 201 (0)

25% less funds holding in top 10

Funds holding in top 10: 4 → 3 (-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

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$240M
2
RBA
Richard Bernstein Advisors
New York
+$77.8M
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$7.14M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$4.06M
5
BlackRock
BlackRock
New York
+$3.21M

Top Sellers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
-$8.02M
2
Citadel Advisors
Citadel Advisors
Florida
-$5.93M
3
UCFA
United Capital Financial Advisors
Texas
-$5.21M
4
B
Barings
North Carolina
-$4.46M
5
BCM
Barometer Capital Management
Ontario, Canada
-$3.81M
Name Holding Trade Value Shares
Change 		Change in
Stake
APC
176
Aspire Private Capital
North Carolina
$21K -$2.8K -47 -12%
CTB
177
Country Trust Bank
Illinois
$21K – – –
WCG
178
Weaver Consulting Group
California
$17K +$16.4K +276 New
TCM
179
TD Capital Management
Tennessee
$15K +$60 +1 +0.4%
GRP
180
Global Retirement Partners
California
$15K +$1.19K +20 +9%
BFEC
181
Benjamin F. Edwards & Company
Missouri
$15K +$2.09K +35 +16%
BWP
182
Baldwin Wealth Partners
Massachusetts
$12K – – –
PK
183
Pflug Koory
Nebraska
$12K – – –
PGAM
184
Princeton Global Asset Management
New Jersey
$12K – – –
WCM
185
Whitener Capital Management
North Carolina
$12K – – –
WTC
186
WhitTier Trust Company
Nevada
$12K – – –
TFGT
187
TS Financial Group (TSFG)
Illinois
$12K +$11.3K +190 New
Rockefeller Capital Management
188
Rockefeller Capital Management
New York
$11K +$10.6K +178 New
S
189
SignatureFD
Georgia
$11K +$10.9K +183 New
NSIM
190
North Star Investment Management
Illinois
$10K +$60 +1 +0.6%
FCA
191
FinTrust Capital Advisors
South Carolina
$9K – – –
BHWM
192
Bay Harbor Wealth Management
Maryland
$8K -$834 -14 -9%
TCOV
193
Trust Company of Vermont
Vermont
$7K – – –
LWM
194
Liberty Wealth Management
California
$6K – – –
WB
195
Webster Bank
Connecticut
$6K – – –
NFG
196
Next Financial Group
Texas
$5K -$77.4K -1,299 -94%
NFH
197
NEXT Financial Holdings
Texas
$5K +$4.77K +80 New
YWP
198
YorkBridge Wealth Partners
New York
$4K – – –
AIC
199
Ameritas Investment Company
Nebraska
$3K +$3.34K +56 New
AIC
200
Archer Investment Corporation
Indiana
$2K +$2.21K +37 New
5 6 7
8
9

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.