iShares Global Healthcare ETF
133 hedge funds and large institutions have $596M invested in iShares Global Healthcare ETF in 2015 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 39 increasing their positions, 39 reducing their positions, and 13 closing their positions.
69% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 13
39% more capital invested
Capital invested by funds: $429M → $596M (+$166M)
10.68% more ownership
Funds ownership: 60.59% → 71.28% (+11%)
6% more funds holding
Funds holding: 125 → 133 (+8)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 39
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
Beaumont Financial Advisors
Needham,
Massachusetts
|
+$66.7M |
| 2 |
AssetMark Inc
Concord,
California
|
+$52.3M |
| 3 |
BlackRock
New York
|
+$29.8M |
| 4 |
TFA
Transamerica Financial Advisors
St. Petersburg,
Florida
|
+$3.71M |
| 5 |
Aristotle Capital Management
Los Angeles,
California
|
+$1.49M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$6.49M |
| 2 |
Morgan Stanley
New York
|
-$4.39M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$2.84M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.79M |
| 5 |
ACM
Americafirst Capital Management
Roseville,
California
|
-$2.65M |
IXJ Hedge Fund Activity: Q1 2015 in Review
133 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2015, worth a combined $596M — up 39% from $429M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new IXJ positions and 13 closed out — a net gain of 9 holders — while 39 added to existing stakes and 39 trimmed.
The largest buyer was Beaumont Financial Advisors, adding an estimated $66.7M. The largest seller was Jane Street, cutting an estimated $6.49M.
- 133 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2015, up from 125 in Q4 2014.
- Funds reported $596M of iShares Global Healthcare ETF stock for Q1 2015, up 39% quarter-over-quarter.
- 22 funds opened new iShares Global Healthcare ETF positions in Q1 2015 and 13 closed out, a net change of +9 holders.
- The largest iShares Global Healthcare ETF buyer in Q1 2015 was Beaumont Financial Advisors, an estimated $66.7M added.
- The largest iShares Global Healthcare ETF seller in Q1 2015 was Jane Street, an estimated $6.49M sold.
Based on aggregated 13F filings for Q1 2015.