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iShares Global Healthcare ETF

221 hedge funds and large institutions have $1.28B invested in iShares Global Healthcare ETF in 2019 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 50 increasing their positions, 66 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

200% more funds holding in top 10

Funds holding in top 10: 13 (+2)

17% more funds holding

Funds holding: 189221 (+32)

15% more capital invested

Capital invested by funds: $1.11B → $1.28B (+$165M)

6.46% more ownership

Funds ownership: 53.9%60.36% (+6.5%)

24% less repeat investments, than reductions

Existing positions increased: 50 | Existing positions reduced: 66

Holders
221
Holders Change
+32
Holders Change %
+16.93%
% of All Funds
4.35%
Holding in Top 10
3
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+200%
% of All Funds
0.06%
New
46
Increased
50
Reduced
66
Closed
14
Calls
$1.14M
Puts
Net Calls
+$1.14M
Net Calls Change
+$1.14M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$725M +$4.69M +72,340 +0.7%
Bank of America
2
Bank of America
North Carolina
$176M -$5.05M -77,930 -3%
RBA
3
Richard Bernstein Advisors
New York
$48.5M -$413K -6,371 -0.9%
BCI
4
Brinker Capital Investments
Pennsylvania
$34.8M +$2.21K +34 +0%
Morgan Stanley
5
Morgan Stanley
New York
$26.8M -$1.83M -28,155 -7%
MIS
6
Morningstar Investment Services
Illinois
$23.4M -$319K -4,913 -1%
UBS Group
7
UBS Group
Switzerland
$15.5M +$199K +3,067 +1%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$14.2M +$13.1M +202,700 +4,538%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$12.3M +$1.5M +23,164 +15%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$8.84M +$45.3K +699 +0.5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.45M +$117K +1,804 +1%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.93M -$2.5M -38,547 -25%
LPL Financial
13
LPL Financial
California
$7.67M -$16.2K -250 -0.2%
CIM
14
Cambria Investment Management
California
$7.63M +$7.2M +111,054 New
CAM
15
Crestone Asset Management
Colorado
$6.47M +$459K +7,071 +8%
Jane Street
16
Jane Street
New York
$6.33M +$3.98M +61,370 +200%
Wells Fargo
17
Wells Fargo
California
$6.12M -$81.9K -1,263 -1%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$5.34M +$6.23K +96 +0.1%
NR
19
Newfound Research
Massachusetts
$4.91M -$825K -12,727 -15%
EWA
20
Exencial Wealth Advisors
Oklahoma
$4.88M -$83K -1,280 -2%
RJA
21
Raymond James & Associates
Florida
$4.25M -$74.6K -1,150 -2%
Fisher Asset Management
22
Fisher Asset Management
Washington
$4.17M -$210K -3,235 -5%
FC
23
FCA Corp
Texas
$3.95M +$3.83K +59 +0.1%
AIC
24
Ayalon Insurance Company
Israel
$3.87M
EVM
25
Eaton Vance Management
Massachusetts
$3.87M -$2.42M -37,244 -40%

IXJ Hedge Fund Activity: Q4 2019 in Review

221 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2019, worth a combined $1.28B — up 15% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IXJ positions and 14 closed out — a net gain of 32 holders — while 50 added to existing stakes and 66 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $13.1M. The largest seller was Susquehanna International Group, cutting an estimated $6.47M.

  • 221 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2019, up from 189 in Q3 2019.
  • Funds reported $1.28B of iShares Global Healthcare ETF stock for Q4 2019, up 15% quarter-over-quarter.
  • 46 funds opened new iShares Global Healthcare ETF positions in Q4 2019 and 14 closed out, a net change of +32 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2019 was Bank of New York Mellon, an estimated $13.1M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2019 was Susquehanna International Group, an estimated $6.47M sold.

Based on aggregated 13F filings for Q4 2019.