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iShares Global Healthcare ETF
IXJ

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: 1 → 1 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210 → 205 (-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
–

Top Buyers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
+$209M
2
BlackRock
BlackRock
New York
+$34.3M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$7.91M
4
Bank of America
Bank of America
North Carolina
+$4.01M
5
HW
Hamilton Wealth
California
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$21.7M
2
NA
Nottingham Advisors
New York
-$7.17M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$6.16M
4
BCI
Brinker Capital Investments
Pennsylvania
-$5.85M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$3.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
176
Oakworth Capital
Alabama
$31K – – –
First Manhattan
177
First Manhattan
New York
$30K +$30.8K +400 New
MA
178
MUFG Americas
New York
$28K – – –
ACA
179
Atlas Capital Advisors
Wyoming
$24.3K – – –
IA
180
IFP Advisors
Florida
$16K – – –
PP
181
Pacifica Partners
Canada
$15K -$6.93K -90 -32%
BFEC
182
Benjamin F. Edwards & Company
Missouri
$15K -$462 -6 -3%
BWP
183
Baldwin Wealth Partners
Massachusetts
$15K – – –
IFAM
184
Institutional & Family Asset Management
Colorado
$15K – – –
TFGT
185
TS Financial Group (TSFG)
Illinois
$15K – – –
GLLW
186
Graves Light Lenhart Wealth
Virginia
$13K – – –
NSIM
187
North Star Investment Management
Illinois
$13K – – –
WFO
188
Wealthgate Family Office
Colorado
$13K – – –
JCM
189
Jacobi Capital Management
Pennsylvania
$10K – – –
CFD
190
Creative Financial Designs
Indiana
$9K – – –
IAIM
191
International Assets Investment Management
Florida
$8K – – –
PGAM
192
Princeton Global Asset Management
New Jersey
$8K – – –
RWB
193
RMR Wealth Builders
New Jersey
$8K – – –
AIC
194
Ameritas Investment Company
Nebraska
$7.71K +$7.7K +100 New
MA
195
Montag & Associates
Georgia
$7K – – –
MRC
196
Millburn Ridgefield Corp
New York
$6K +$308 +4 +6%
WB
197
Webster Bank
Connecticut
$5K – – –
PK
198
Pflug Koory
Nebraska
$4K – – –
TCOV
199
Trust Company of Vermont
Vermont
$3K -$693 -9 -17%
AF
200
Allworth Financial
California
$3K – – –
5 6 7
8
9

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.