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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
FCA
201
FinTrust Capital Advisors
South Carolina
$13K +$1.82K +28 +18%
NSIM
202
North Star Investment Management
Illinois
$11K +$65 +1 +0.6%
EWA
203
Evolution Wealth Advisors
Florida
$10K +$9.53K +147 New
CIAS
204
Capital Investment Advisory Services
North Carolina
$9K -$20.5K -316 -71%
LWM
205
Liberty Wealth Management
California
$8K
S
206
SignatureFD
Georgia
$7K
WB
207
Webster Bank
Connecticut
$7K
SNT
208
Security National Trust
West Virginia
$7K +$6.23K +96 New
VFA
209
Valeo Financial Advisors
Indiana
$7K +$6.94K +107 New
TCOV
210
Trust Company of Vermont
Vermont
$5K -$2.27K -35 -31%
FHA
211
Flagship Harbor Advisors
Massachusetts
$4K -$9.02K -139 -71%
AF
212
Advisornet Financial
Minnesota
$3K
AF
213
Allworth Financial
California
$3K +$2.4K +37 New
MPWT
214
MassMutual Private Wealth & Trust
Connecticut
$3K +$2.66K +41 New
GFPC
215
Global Financial Private Capital
Florida
$1K
GWMIA
216
Global Wealth Management Investment Advisory
Florida
$1K
TFS
217
TrustCore Financial Services
Tennessee
$1K
AAMA
218
Advanced Asset Management Advisors
Ohio
$1K +$519 +8 New
VRM
219
Vectors Research Management
New York
$1K +$649 +10 New
PGAM
220
Princeton Global Asset Management
New Jersey
$7
HW
221
Hamilton Wealth
California
-$3.26M -53,437 Closed
IEFM
222
IQ EQ Fund Management
Ireland
-$533K -8,722 Closed
QCIG
223
Quad-Cities Investment Group
Iowa
-$99K -1,610 Closed
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
-$89K -1,457 Closed
CCM
225
Cribstone Capital Management
Maine
-$49K -800 Closed

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.