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iShares Global Healthcare ETF
IXJ

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: 2 → 2 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206 → 203 (-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

Top Buyers

1
BlackRock
BlackRock
New York
+$55.3M
2
JP Morgan Chase
JP Morgan Chase
New York
+$23.5M
3
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
+$20.2M
4
CM
Columbus Macro
Pennsylvania
+$6.6M
5
FAAS
First Allied Advisory Services
California
+$5.92M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$85.2M
2
RBA
Richard Bernstein Advisors
New York
-$38M
3
MIS
Morningstar Investment Services
Illinois
-$18.7M
4
BCI
Brinker Capital Investments
Pennsylvania
-$6.81M
5
Morgan Stanley
Morgan Stanley
New York
-$4.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
Deutsche Bank
176
Deutsche Bank
Germany
$22K – – –
ACA
177
Atlas Capital Advisors
Wyoming
$21.7K – – –
WCG
178
Weaver Consulting Group
California
$19K – – –
SFG
179
Sowa Financial Group
Rhode Island
$18K – – –
IA
180
IFP Advisors
Florida
$14K -$945 -14 -6%
BWP
181
Baldwin Wealth Partners
Massachusetts
$14K – – –
IFAM
182
Institutional & Family Asset Management
Colorado
$13K – – –
PK
183
Pflug Koory
Nebraska
$13K – – –
TFGT
184
TS Financial Group (TSFG)
Illinois
$13K – – –
NSIM
185
North Star Investment Management
Illinois
$12K +$135 +2 +1%
BFEC
186
Benjamin F. Edwards & Company
Missouri
$12K +$4.12K +61 +56%
VFA
187
Valeo Financial Advisors
Indiana
$12K +$4.66K +69 +64%
JCM
188
Jacobi Capital Management
Pennsylvania
$9K +$62.8K +931 New
WB
189
Webster Bank
Connecticut
$7K – – –
TRCT
190
Tower Research Capital (TRC)
New York
$7K +$6.75K +100 New
PGAM
191
Princeton Global Asset Management
New Jersey
$6K – – –
TCOV
192
Trust Company of Vermont
Vermont
$5K – – –
FHA
193
Flagship Harbor Advisors
Massachusetts
$4K +$945 +14 +25%
MRC
194
Millburn Ridgefield Corp
New York
$4K +$3.71K +55 New
NA
195
Nottingham Advisors
New York
$3.73K +$3.58M +53,069 New
AF
196
Allworth Financial
California
$3K – – –
S
197
SignatureFD
Georgia
$2K -$2.77K -41 -55%
CIAS
198
Capital Investment Advisory Services
North Carolina
$1K – – –
GWMIA
199
Global Wealth Management Investment Advisory
Florida
$1K – – –
TFS
200
TrustCore Financial Services
Tennessee
$1K – – –
5 6 7
8
9

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.