iShares Global Healthcare ETF
125 hedge funds and large institutions have $429M invested in iShares Global Healthcare ETF in 2014 Q4 according to their latest regulatory filings, with 32 funds opening new positions, 34 increasing their positions, 31 reducing their positions, and 5 closing their positions.
540% more first-time investments, than exits
New positions opened: 32 | Existing positions closed: 5
52% more capital invested
Capital invested by funds: $282M → $429M (+$148M)
23% more funds holding
Funds holding: 102 → 125 (+23)
16.07% more ownership
Funds ownership: 44.52% → 60.59% (+16%)
10% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 31
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$62M |
| 2 |
AssetMark Inc
Concord,
California
|
+$25.9M |
| 3 |
Jane Street
New York
|
+$14.1M |
| 4 |
BlackRock
New York
|
+$12M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$11.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$12M |
| 2 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$6.64M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$887K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$682K |
| 5 |
FAAS
First Allied Advisory Services
San Diego,
California
|
-$552K |
IXJ Hedge Fund Activity: Q4 2014 in Review
125 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2014, worth a combined $429M — up 52% from $282M a quarter earlier.
Buyers outnumbered sellers: 32 funds opened new IXJ positions and 5 closed out — a net gain of 27 holders — while 34 added to existing stakes and 31 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $62M. The largest seller was Bank of Montreal, cutting an estimated $12M.
- 125 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2014, up from 102 in Q3 2014.
- Funds reported $429M of iShares Global Healthcare ETF stock for Q4 2014, up 52% quarter-over-quarter.
- 32 funds opened new iShares Global Healthcare ETF positions in Q4 2014 and 5 closed out, a net change of +27 holders.
- The largest iShares Global Healthcare ETF buyer in Q4 2014 was Beaumont Financial Advisors, an estimated $62M added.
- The largest iShares Global Healthcare ETF seller in Q4 2014 was Bank of Montreal, an estimated $12M sold.
Based on aggregated 13F filings for Q4 2014.