We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

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: 201201 (0)

25% less funds holding in top 10

Funds holding in top 10: 43 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
201
TrustCore Financial Services
Tennessee
$1K +$1.19K +20 New
Citadel Advisors
202
Citadel Advisors
Florida
-$5.93M -104,644 Closed
UCFA
203
United Capital Financial Advisors
Texas
-$5.21M -91,879 Closed
B
204
Barings
North Carolina
-$4.46M -78,772 Closed
BCM
205
Barometer Capital Management
Ontario, Canada
-$3.81M -67,200 Closed
TFA
206
Transamerica Financial Advisors
Florida
-$3.37M -59,494 Closed
BFA
207
Beaumont Financial Advisors
Massachusetts
-$1.64M -28,939 Closed
SFS
208
Sowell Financial Services
Arkansas
-$674K -11,889 Closed
NCM
209
Niemann Capital Management
Nevada
-$423K -7,468 Closed
CAM
210
Concorde Asset Management
Michigan
-$365K -6,565 Closed
Goldman Sachs
211
Goldman Sachs
New York
-$326K -5,758 Closed
Toronto Dominion Bank
212
Toronto Dominion Bank
Ontario, Canada
-$305K -5,383 Closed
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
-$222K -3,527 Closed
WANY
214
Wealthspire Advisors (New York)
New York
-$66K -1,166 Closed
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
-$51 -900 Closed
ESB
216
Essex Savings Bank
Connecticut
-$41K -725 Closed
DWM
217
Doyle Wealth Management
Florida
-$40K -707 Closed
PG
218
Patten Group
Tennessee
-$17K -305 Closed
M
219
MOTCO
Texas
-$8K -147 Closed
FWM
220
Focused Wealth Management
New York
-$7K -124 Closed
CFD
221
Creative Financial Designs
Indiana
-$6K -106 Closed
EWM
222
Endurance Wealth Management
Rhode Island
-$6K -100 Closed
TCM
223
Tradewinds Capital Management
Washington
-$1K -26 Closed

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.