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iShares Global Healthcare ETF

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: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210205 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
LWA
201
Lenox Wealth Advisors
New York
$3K +$2.77K +36 New
S
202
SignatureFD
Georgia
$2K -$1K -13 -39%
AAMA
203
Advanced Asset Management Advisors
Ohio
$1K
FGAM
204
Financial Gravity Asset Management
Texas
$582 -$1.85K -24 -75%
NA
205
Nottingham Advisors
New York
-$7.17M -93,781 Closed
WSTAM
206
Wilbanks Smith & Thomas Asset Management
Virginia
-$1.73M -22,666 Closed
Citadel Advisors
207
Citadel Advisors
Florida
-$1.54M -20,131 Closed
SIM
208
Seaview Investment Managers
Florida
-$1.24M -16,183 Closed
FIM
209
Freedom Investment Management
Connecticut
-$968K -12,666 Closed
SWP
210
Stratos Wealth Partners
Ohio
-$610K -7,977 Closed
MLIC
211
Mandatum Life Insurance Company
Finland
-$578K -7,554 Closed
Mercer Global Advisors
212
Mercer Global Advisors
Colorado
-$483K -6,322 Closed
GP
213
Geneva Partners
Wisconsin
-$361K -4,725 Closed
AC
214
Avestar Capital
New York
-$270K -3,531 Closed
CMP
215
Courage Miller Partners
Virginia
-$222K -2,910 Closed
BWA
216
BDO Wealth Advisors
Florida
-$132K -1,726 Closed
ICP
217
Interchange Capital Partners
Pennsylvania
-$37K -494 Closed
HWA
218
HCR Wealth Advisors
California
-$27K -353 Closed
SFG
219
Sowa Financial Group
Rhode Island
-$20K -256 Closed
MIM
220
Merrion Investment Management
New Jersey
-$5K -66 Closed
GWMIA
221
Global Wealth Management Investment Advisory
Florida
-$1K -11 Closed
FHA
222
First Horizon Advisors
Tennessee
-$1K -9 Closed

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.