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iShares Global Healthcare ETF

146 hedge funds and large institutions have $447M invested in iShares Global Healthcare ETF in 2017 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 39 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 11

4% more funds holding

Funds holding: 141146 (+5)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

5.8% less ownership

Funds ownership: 61.2%55.4% (-5.8%)

7% less capital invested

Capital invested by funds: $480M → $447M (-$33.3M)

17% less repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 47

Holders
146
Holders Change
+5
Holders Change %
+3.55%
% of All Funds
3.64%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
39
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$199M +$3.82M +69,440 +2%
BCI
2
Brinker Capital Investments
Pennsylvania
$35.3M +$18.8K +342 +0.1%
Morgan Stanley
3
Morgan Stanley
New York
$29.2M +$4.75M +86,384 +20%
Bank of America
4
Bank of America
North Carolina
$22.9M +$856K +15,572 +4%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$14.1M +$6.62M +120,288 +92%
UBS Group
6
UBS Group
Switzerland
$12.5M +$39.5K +718 +0.3%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.45M +$146K +2,648 +2%
Wells Fargo
8
Wells Fargo
California
$6.78M +$63.6K +1,156 +1%
NR
9
Newfound Research
Massachusetts
$5.94M +$785K +14,268 +16%
AIIMS
10
Analyst IMS Investment Management Services
Israel
$5.93M -$15.2K -276 -0.3%
Bessemer Group
11
Bessemer Group
New Jersey
$5.83M -$9.3M -169,110 -62%
EWA
12
Exencial Wealth Advisors
Oklahoma
$4.45M +$57.4K +1,044 +1%
LPL Financial
13
LPL Financial
California
$4.42M -$48.9K -890 -1%
Public Sector Pension Investment Board (PSP Investments)
14
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$3.94M +$3.85M +70,000 New
EDRH
15
Edmond de Rothschild Holding
Switzerland
$3.81M -$20.3K -370 -0.5%
GT
16
Greenleaf Trust
Michigan
$3.48M +$919K +16,704 +37%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$3.4M +$3.32M +60,408 New
FC
18
FCA Corp
Texas
$3.39M +$110K +2,004 +3%
PP
19
Prudential plc
United Kingdom
$3.35M -$268K -4,880 -8%
IC
20
InterOcean Capital
Illinois
$3.02M +$2.96M +53,764 New
IG
21
ING Group
Netherlands
$2.97M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$2.84M -$163K -2,958 -6%
RJA
23
Raymond James & Associates
Florida
$2.78M +$158K +2,864 +6%
Fisher Asset Management
24
Fisher Asset Management
Washington
$2.54M +$980K +17,818 +65%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$2.46M +$63.5K +1,154 +3%

IXJ Hedge Fund Activity: Q3 2017 in Review

146 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2017, worth a combined $447M — down 6.9% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IXJ positions and 11 closed out — a net gain of 5 holders — while 39 added to existing stakes and 47 trimmed.

The largest buyer was Royal Bank of Canada, adding an estimated $6.62M. The largest seller was Schroder Investment Management Group, cutting an estimated $29.9M.

  • 146 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2017, up from 141 in Q2 2017.
  • Funds reported $447M of iShares Global Healthcare ETF stock for Q3 2017, down 6.9% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q3 2017 and 11 closed out, a net change of +5 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2017 was Royal Bank of Canada, an estimated $6.62M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2017 was Schroder Investment Management Group, an estimated $29.9M sold.

Based on aggregated 13F filings for Q3 2017.