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
APA
176
American Portfolios Advisors
New York
$40.6K -$2.08K -32 -5%
CB
177
Community Bank
New York
$36K
PWP
178
Personal Wealth Partners
Minnesota
$34K
Rockefeller Capital Management
179
Rockefeller Capital Management
New York
$34K +$32.2K +496 New
WEC
180
Winslow Evans & Crocker
Massachusetts
$32K
MCM
181
MV Capital Management
Maryland
$31K
SC
182
Sawyer & Company
Massachusetts
$31K
MIFH
183
Migdal Insurance & Financial Holdings
Israel
$28K
OC
184
Oakworth Capital
Alabama
$28K
HWA
185
HCR Wealth Advisors
California
$26K +$24.8K +383 New
CTB
186
Country Trust Bank
Illinois
$24K
ACA
187
Atlas Capital Advisors
Wyoming
$21.7K
SFG
188
Sowa Financial Group
Rhode Island
$18K +$16.6K +256 New
WCG
189
Weaver Consulting Group
California
$17K
TCM
190
TD Capital Management
Tennessee
$17K +$130 +2 +0.8%
CWP
191
CFM Wealth Partners
Texas
$17K +$15.3K +236 New
BFEC
192
Benjamin F. Edwards & Company
Missouri
$16K -$195 -3 -1%
IA
193
IFP Advisors
Florida
$15K -$9.08K -140 -38%
GRP
194
Global Retirement Partners
California
$15K -$3.76K -58 -22%
BWP
195
Baldwin Wealth Partners
Massachusetts
$14K
VCP
196
Verus Capital Partners
Arizona
$14K +$13K +200 New
WQ
197
Wealth Quarterback
New Jersey
$13.5K +$12.7K +196 New
IFAM
198
Institutional & Family Asset Management
Colorado
$13K
PK
199
Pflug Koory
Nebraska
$13K
TFGT
200
TS Financial Group (TSFG)
Illinois
$13K

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.