iShares Global Healthcare ETF
201 hedge funds and large institutions have $892M invested in iShares Global Healthcare ETF in 2018 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 66 increasing their positions, 44 reducing their positions, and 18 closing their positions.
300% more funds holding in top 10
Funds holding in top 10: 1 → 4 (+3)
122% more first-time investments, than exits
New positions opened: 40 | Existing positions closed: 18
50% more repeat investments, than reductions
Existing positions increased: 66 | Existing positions reduced: 44
12% more funds holding
Funds holding: 180 → 201 (+21)
1.9% more ownership
Funds ownership: 50.93% → 52.83% (+1.9%)
1% less capital invested
Capital invested by funds: $905M → $892M (-$12.8M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MIS
Morningstar Investment Services
Chicago,
Illinois
|
+$19.6M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$12.9M |
| 3 |
JWS
Juncture Wealth Strategies
Scottsdale,
Arizona
|
+$8.12M |
| 4 |
WSTAM
Wilbanks Smith & Thomas Asset Management
Norfolk,
Virginia
|
+$7.98M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$5.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Schroder Investment Management Group
London,
United Kingdom
|
-$5.85M |
| 2 |
PAMU
Pictet Asset Management (UK)
London,
United Kingdom
|
-$2.99M |
| 3 |
AIIMS
Analyst IMS Investment Management Services
Tel-Aviv,
Israel
|
-$2.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$2.26M |
| 5 |
NR
Newfound Research
Wellesley Hills,
Massachusetts
|
-$1.91M |
IXJ Hedge Fund Activity: Q4 2018 in Review
201 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2018, worth a combined $892M — down 1.4% from $905M a quarter earlier.
Buyers outnumbered sellers: 40 funds opened new IXJ positions and 18 closed out — a net gain of 22 holders — while 66 added to existing stakes and 44 trimmed.
The largest buyer was Morningstar Investment Services, opening a new position worth an estimated $19.6M. The largest seller was Schroder Investment Management Group, cutting an estimated $5.85M.
- 201 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2018, up from 180 in Q3 2018.
- Funds reported $892M of iShares Global Healthcare ETF stock for Q4 2018, down 1.4% quarter-over-quarter.
- 40 funds opened new iShares Global Healthcare ETF positions in Q4 2018 and 18 closed out, a net change of +22 holders.
- The largest iShares Global Healthcare ETF buyer in Q4 2018 was Morningstar Investment Services, an estimated $19.6M added.
- The largest iShares Global Healthcare ETF seller in Q4 2018 was Schroder Investment Management Group, an estimated $5.85M sold.
Based on aggregated 13F filings for Q4 2018.