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iShares Global Healthcare ETF

140 hedge funds and large institutions have $531M invested in iShares Global Healthcare ETF in 2017 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 29 increasing their positions, 46 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 10

37.59% more ownership

Funds ownership: 57.98%95.57% (+38%)

34% more capital invested

Capital invested by funds: $396M → $531M (+$135M)

4% more funds holding

Funds holding: 135140 (+5)

37% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 46

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
140
Holders Change
+5
Holders Change %
+3.7%
% of All Funds
3.49%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
16
Increased
29
Reduced
46
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$180M -$3.84M -76,758 -2%
Credit Agricole
2
Credit Agricole
France
$93.7M +$260M +5,197,906 New
BCI
3
Brinker Capital Investments
Pennsylvania
$32.2M +$3.63M +72,464 +13%
Mirae Asset Global Investments
4
Mirae Asset Global Investments
South Korea
$22.1M -$2.12M -42,350 -9%
Morgan Stanley
5
Morgan Stanley
New York
$21.5M +$684K +13,660 +3%
Bank of America
6
Bank of America
North Carolina
$21.3M -$3.93M -78,440 -16%
Bessemer Group
7
Bessemer Group
New Jersey
$19.7M +$19M +380,000 +12,692%
NSLI
8
Nan Shan Life Insurance
Taiwan
$12.8M
UBS Group
9
UBS Group
Switzerland
$11.6M -$1.79M -35,664 -14%
Jane Street
10
Jane Street
New York
$11.6M +$11.3M +225,170 New
FMLI
11
Fukoku Mutual Life Insurance
Japan
$10.5M
Wells Fargo
12
Wells Fargo
California
$6.71M -$677K -13,524 -9%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$6.02M +$118K +2,354 +2%
Fifth Third Bancorp
14
Fifth Third Bancorp
Ohio
$4.47M -$1.31M -26,098 -23%
LPL Financial
15
LPL Financial
California
$4.16M -$496K -9,898 -11%
EWA
16
Exencial Wealth Advisors
Oklahoma
$3.96M -$1.24M -24,798 -24%
EDRH
17
Edmond de Rothschild Holding
Switzerland
$3.57M -$102K -2,028 -3%
PP
18
Prudential plc
United Kingdom
$3.36M +$2.26M +45,080 +223%
NR
19
Newfound Research
Massachusetts
$3.06M +$2.98M +59,624 New
FC
20
FCA Corp
Texas
$2.94M +$114K +2,280 +4%
CA
21
Commerzbank Aktiengesellschaft
Germany
$2.78M +$52.5K +1,048 +2%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.6M +$88.2K +1,762 +4%
RJA
23
Raymond James & Associates
Florida
$2.52M -$254K -5,064 -9%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.22M +$73.2K +1,462 +4%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.09M +$135K +2,692 +7%

IXJ Hedge Fund Activity: Q1 2017 in Review

140 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2017, worth a combined $531M — up 34% from $396M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 10 closed out — a net gain of 6 holders — while 29 added to existing stakes and 46 trimmed.

The largest buyer was Credit Agricole, opening a new position worth an estimated $260M. The largest seller was Susquehanna International Group, cutting an estimated $7.31M.

  • 140 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2017, up from 135 in Q4 2016.
  • Funds reported $531M of iShares Global Healthcare ETF stock for Q1 2017, up 34% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2017 and 10 closed out, a net change of +6 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2017 was Credit Agricole, an estimated $260M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2017 was Susquehanna International Group, an estimated $7.31M sold.

Based on aggregated 13F filings for Q1 2017.