We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF

181 hedge funds and large institutions have $902M invested in iShares Global Healthcare ETF in 2018 Q3 according to their latest regulatory filings, with 32 funds opening new positions, 47 increasing their positions, 38 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

131% more capital invested

Capital invested by funds: $390M → $902M (+$512M)

129% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 14

25.66% more ownership

Funds ownership: 25.35%51.01% (+26%)

24% more repeat investments, than reductions

Existing positions increased: 47 | Existing positions reduced: 38

10% more funds holding

Funds holding: 165181 (+16)

Holders
181
Holders Change
+16
Holders Change %
+9.7%
% of All Funds
4.14%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
32
Increased
47
Reduced
38
Closed
14
Calls
$980K
Puts
Net Calls
+$980K
Net Calls Change
+$85.9M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$607M +$386M +6,382,014 +196%
Bank of America
2
Bank of America
North Carolina
$36.4M +$8.66M +143,358 +33%
BCI
3
Brinker Capital Investments
Pennsylvania
$30.9M -$1.15K -19 -0%
Morgan Stanley
4
Morgan Stanley
New York
$24.3M +$1.96M +32,375 +9%
UBS Group
5
UBS Group
Switzerland
$16.1M +$544K +9,008 +4%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$11.5M +$4.08M +67,505 +59%
FDCDDQ
7
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10M -$164K -2,720 -2%
Fisher Asset Management
8
Fisher Asset Management
Washington
$9.17M +$3.69M +61,040 +72%
NR
9
Newfound Research
Massachusetts
$8.79M +$8.43M +139,585 New
Wells Fargo
10
Wells Fargo
California
$7.62M -$1.19M -19,696 -14%
RJA
11
Raymond James & Associates
Florida
$6.96M +$85.1K +1,409 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$6.43M +$2.67M +44,261 +77%
Schroder Investment Management Group
13
Schroder Investment Management Group
United Kingdom
$6.22M +$5.91M +97,839 +10,871%
Jane Street
14
Jane Street
New York
$5.45M +$4.26M +70,545 +441%
CIM
15
Cambria Investment Management
California
$4.88M +$4.68M +77,520 New
EWA
16
Exencial Wealth Advisors
Oklahoma
$4.61M +$6.64K +110 +0.2%
B
17
Barings
North Carolina
$4.5M +$4.32M +71,455 New
TFA
18
Transamerica Financial Advisors
Florida
$4.4M +$4.22M +69,899 New
PAMU
19
Pictet Asset Management (UK)
United Kingdom
$3.77M +$3.62M +59,840 New
FC
20
FCA Corp
Texas
$3.66M -$41.7K -690 -1%
CAM
21
Crestone Asset Management
Colorado
$3.59M +$1.9M +31,515 +124%
IG
22
ING Group
Netherlands
$3.33M
Citadel Advisors
23
Citadel Advisors
Florida
$3.11M +$2.01M +33,201 +205%
BCM
24
Barometer Capital Management
Ontario, Canada
$2.81M +$2.7M +44,700 New
Mirae Asset Global Investments
25
Mirae Asset Global Investments
South Korea
$2.78M +$2.66M +44,100 New

IXJ Hedge Fund Activity: Q3 2018 in Review

181 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2018, worth a combined $902M — up 131% from $390M a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new IXJ positions and 14 closed out — a net gain of 18 holders — while 47 added to existing stakes and 38 trimmed.

The largest buyer was BlackRock, adding an estimated $386M. The largest seller was Goldman Sachs, exiting entirely with an estimated $3.54M sold.

  • 181 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2018, up from 165 in Q2 2018.
  • Funds reported $902M of iShares Global Healthcare ETF stock for Q3 2018, up 131% quarter-over-quarter.
  • 32 funds opened new iShares Global Healthcare ETF positions in Q3 2018 and 14 closed out, a net change of +18 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2018 was BlackRock, an estimated $386M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2018 was Goldman Sachs, an estimated $3.54M sold.

Based on aggregated 13F filings for Q3 2018.