iShares Global Healthcare ETF
110 hedge funds and large institutions have $286M invested in iShares Global Healthcare ETF in 2014 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 30 increasing their positions, 33 reducing their positions, and 10 closing their positions.
70% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 10
11% more capital invested
Capital invested by funds: $258M → $286M (+$27.9M)
7% more funds holding
Funds holding: 103 → 110 (+7)
0.98% less ownership
Funds ownership: 51.24% → 50.26% (-0.98%)
9% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 33
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$14.8M |
| 2 |
Jane Street
New York
|
+$3.85M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$2.06M |
| 4 |
AAM
Aberdeen Asset Management
Aberdeen,
United Kingdom
|
+$2.05M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.82M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$4.55M |
| 2 |
USAA
United Services Automobile Association
San Antonio,
Texas
|
-$2.58M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.57M |
| 4 |
KC
Kingfisher Capital
Charlotte,
North Carolina
|
-$2.53M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$2.31M |
IXJ Hedge Fund Activity: Q1 2014 in Review
110 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2014, worth a combined $286M — up 11% from $258M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IXJ positions and 10 closed out — a net gain of 7 holders — while 30 added to existing stakes and 33 trimmed.
The largest buyer was BlackRock, adding an estimated $14.8M. The largest seller was SG Americas Securities, exiting entirely with an estimated $4.55M sold.
- 110 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2014, up from 103 in Q4 2013.
- Funds reported $286M of iShares Global Healthcare ETF stock for Q1 2014, up 11% quarter-over-quarter.
- 17 funds opened new iShares Global Healthcare ETF positions in Q1 2014 and 10 closed out, a net change of +7 holders.
- The largest iShares Global Healthcare ETF buyer in Q1 2014 was BlackRock, an estimated $14.8M added.
- The largest iShares Global Healthcare ETF seller in Q1 2014 was SG Americas Securities, an estimated $4.55M sold.
Based on aggregated 13F filings for Q1 2014.