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iShares Global Healthcare ETF
IXJ

206 hedge funds and large institutions have $1.14B invested in iShares Global Healthcare ETF in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 44 increasing their positions, 80 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.95% less ownership

Funds ownership: 60.36% → 58.41% (-1.9%)

7% less funds holding

Funds holding: 221 → 206 (-15)

11% less capital invested

Capital invested by funds: $1.28B → $1.14B (-$139M)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

45% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 80

50% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 24

Holders
206
Holders Change
-15
Holders Change %
-6.79%
% of All Funds
4.54%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
12
Increased
44
Reduced
80
Closed
24
Calls
$2.13M
Puts
–
Net Calls
+$2.13M
Net Calls Change
+$986K

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$12.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$10.9M
3
Bank of America
Bank of America
North Carolina
+$5.97M
4
RBA
Richard Bernstein Advisors
New York
+$3.91M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.77M

Top Sellers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
-$14.1M
2
EVM
Eaton Vance Management
Massachusetts
-$3.87M
3
NR
Newfound Research
Massachusetts
-$3.84M
4
Jane Street
Jane Street
New York
-$2.82M
5
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$2.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
VRM
201
Vectors Research Management
New York
$1K – – –
BHWM
202
Bay Harbor Wealth Management
Maryland
$1K +$593 +9 New
NL
203
NWAM LLC
Washington
$418 -$20.8K -315 -4%
EVM
204
Eaton Vance Management
Massachusetts
– -$3.87M -56,239 Closed
Nomura Asset Management
205
Nomura Asset Management
Japan
– -$1.07M -15,500 Closed
WAM
206
Wakefield Asset Management
Colorado
– -$850K -12,367 Closed
KWA
207
KCS Wealth Advisory
California
– -$787K -11,446 Closed
AI
208
Atria Investments
North Carolina
– -$629K -9,146 Closed
OSAM
209
O'Shaughnessy Asset Management
Connecticut
– -$507K -7,380 Closed
Renaissance Technologies
210
Renaissance Technologies
New York
– -$444K -6,457 Closed
Citadel Advisors
211
Citadel Advisors
Florida
– -$405K -5,898 Closed
FAAS
212
First Allied Advisory Services
California
– -$344K -5,021 Closed
BCM
213
Brookstone Capital Management
Illinois
– -$318K -4,623 Closed
TC
214
Telemus Capital
Michigan
– -$311K -4,527 Closed
WI
215
WrapManager Inc
California
– -$264K -3,834 Closed
SFG
216
Summit Financial Group
West Virginia
– -$212K -3,084 Closed
MC
217
Moors & Cabot
Massachusetts
– -$211K -3,062 Closed
CIC
218
Carnegie Investment Counsel
Ohio
– -$206K -3,000 Closed
CG
219
Colony Group
Massachusetts
– -$204K -2,960 Closed
BFO
220
Biltmore Family Office
North Carolina
– -$163K -2,370 Closed
BAM
221
Belpointe Asset Management
Nevada
– -$106K -1,547 Closed
SIC
222
Samalin Investment Counsel
New York
– -$58K -850 Closed
RMAM
223
Raab & Moskowitz Asset Management
New Jersey
– -$46K -682 Closed
PWP
224
Personal Wealth Partners
Minnesota
– -$34K -496 Closed
CWP
225
CFM Wealth Partners
Texas
– -$17K -236 Closed
6 7 8
9
10

IXJ Hedge Fund Activity: Q1 2020 in Review

206 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2020, worth a combined $1.14B — down 11% from $1.28B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 12 opened new positions — a net loss of 12 holders — while 80 trimmed existing stakes and 44 added.

The largest buyer was Morgan Stanley, adding an estimated $12.7M. The largest seller was BlackRock, cutting an estimated $14.1M.

  • 206 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2020, down from 221 in Q4 2019.
  • Funds reported $1.14B of iShares Global Healthcare ETF stock for Q1 2020, down 11% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q1 2020 and 24 closed out, a net change of -12 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2020 was Morgan Stanley, an estimated $12.7M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2020 was BlackRock, an estimated $14.1M sold.

Based on aggregated 13F filings for Q1 2020.