We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

141 hedge funds and large institutions have $501M invested in iShares Global Healthcare ETF in 2016 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 27 increasing their positions, 53 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

20% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 10

1% more funds holding

Funds holding: 140141 (+1)

0.49% less ownership

Funds ownership: 64.75%64.26% (-0.49%)

6% less capital invested

Capital invested by funds: $532M → $501M (-$30.7M)

49% less repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 53

Holders
141
Holders Change
+1
Holders Change %
+0.71%
% of All Funds
3.76%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
12
Increased
27
Reduced
53
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$174M -$5.77M -112,212 -3%
AssetMark Inc
2
AssetMark Inc
California
$95.3M -$8.65M -168,378 -8%
Mirae Asset Global Investments
3
Mirae Asset Global Investments
South Korea
$37.9M -$14.4M -279,890 -27%
Bank of America
4
Bank of America
North Carolina
$27.2M -$425K -8,262 -2%
BCI
5
Brinker Capital Investments
Pennsylvania
$18.9M +$8.61M +167,536 +81%
Morgan Stanley
6
Morgan Stanley
New York
$18.4M -$2.03M -39,548 -10%
UBS Group
7
UBS Group
Switzerland
$13.8M +$2.45M +47,674 +21%
NSLI
8
Nan Shan Life Insurance
Taiwan
$12.6M +$5.74M +111,700 +81%
Wells Fargo
9
Wells Fargo
California
$6.35M -$512K -9,974 -7%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$5.78M -$666K -12,954 -10%
Fifth Third Bancorp
11
Fifth Third Bancorp
Ohio
$5.69M -$62.3K -1,212 -1%
NR
12
Newfound Research
Massachusetts
$5.21M +$2.69M +52,368 +103%
Citadel Advisors
13
Citadel Advisors
Florida
$3.99M +$611K +11,896 +18%
LPL Financial
14
LPL Financial
California
$3.64M -$950K -18,492 -20%
Jane Street
15
Jane Street
New York
$3.48M -$3.97M -77,192 -53%
OMC
16
Old Mission Capital
Illinois
$3.24M +$2.38M +46,300 +257%
OLA
17
Oliver Luxxe Assets
New Jersey
$2.8M +$305K +5,928 +12%
FC
18
FCA Corp
Texas
$2.74M +$26.2K +510 +0.9%
CA
19
Commerzbank Aktiengesellschaft
Germany
$2.68M +$19.7K +384 +0.7%
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$2.59M -$66.2K -1,288 -2%
EWA
21
Exencial Wealth Advisors
Oklahoma
$2.47M +$256K +4,986 +10%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$2.39M -$6.51M -126,654 -73%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$2.38M -$507K -9,858 -17%
SC
24
Scotia Capital
Ontario, Canada
$2.24M +$361K +7,032 +19%
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$2.02M -$2.36M -45,928 -53%

IXJ Hedge Fund Activity: Q3 2016 in Review

141 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2016, worth a combined $501M — down 5.8% from $532M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IXJ positions and 10 closed out — a net gain of 2 holders — while 27 added to existing stakes and 53 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $8.61M. The largest seller was Mirae Asset Global Investments, cutting an estimated $14.4M.

  • 141 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2016, up from 140 in Q2 2016.
  • Funds reported $501M of iShares Global Healthcare ETF stock for Q3 2016, down 5.8% quarter-over-quarter.
  • 12 funds opened new iShares Global Healthcare ETF positions in Q3 2016 and 10 closed out, a net change of +2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2016 was Brinker Capital Investments, an estimated $8.61M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2016 was Mirae Asset Global Investments, an estimated $14.4M sold.

Based on aggregated 13F filings for Q3 2016.