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iShares Global Healthcare ETF

203 hedge funds and large institutions have $1.23B invested in iShares Global Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 56 increasing their positions, 70 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $1.14B → $1.23B (+$92.2M)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

8% less first-time investments, than exits

New positions opened: 22 | Existing positions closed: 24

1% less funds holding

Funds holding: 206203 (-3)

1.68% less ownership

Funds ownership: 58.41%56.73% (-1.7%)

20% less repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 70

Holders
203
Holders Change
-3
Holders Change %
-1.46%
% of All Funds
4.16%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
22
Increased
56
Reduced
70
Closed
24
Calls
$647K
Puts
Net Calls
+$647K
Net Calls Change
-$1.48M
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$767M +$55.3M +819,689 +8%
Bank of America
2
Bank of America
North Carolina
$95.3M -$85.2M -1,261,878 -48%
Morgan Stanley
3
Morgan Stanley
New York
$35.3M -$4.65M -68,894 -12%
BCI
4
Brinker Capital Investments
Pennsylvania
$27.8M -$6.81M -100,852 -20%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$27.1M +$1.45M +21,532 +6%
JP Morgan Chase
6
JP Morgan Chase
New York
$24.2M +$23.5M +348,463 +13,051%
Bank Julius Baer & Co
7
Bank Julius Baer & Co
Switzerland
$20.7M +$20.2M +299,654 New
RBA
8
Richard Bernstein Advisors
New York
$15.7M -$38M -562,741 -71%
UBS Group
9
UBS Group
Switzerland
$13.4M -$1.45M -21,496 -10%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$11.6M -$884K -13,093 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$10.1M +$935K +13,846 +10%
Wells Fargo
12
Wells Fargo
California
$8.66M +$1.82M +26,907 +27%
LPL Financial
13
LPL Financial
California
$8.08M -$153K -2,260 -2%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$8.01M -$79.5K -1,178 -1%
CM
15
Columbus Macro
Pennsylvania
$6.73M +$6.6M +97,813 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.57M +$1.27M +18,856 +25%
CIM
17
Cambria Investment Management
California
$6.49M -$501K -7,426 -7%
FAAS
18
First Allied Advisory Services
California
$6.03M +$5.92M +87,724 New
MIS
19
Morningstar Investment Services
Illinois
$5.36M -$18.7M -276,913 -78%
CAM
20
Crestone Asset Management
Colorado
$5.08M -$1.42M -21,060 -22%
FDCDDQ
21
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.04M -$37.1K -550 -0.7%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.34M +$85.2K +1,262 +2%
RJA
23
Raymond James & Associates
Florida
$4.29M +$117K +1,736 +3%
Fisher Asset Management
24
Fisher Asset Management
Washington
$4.25M -$3.05M -45,241 -42%
FC
25
FCA Corp
Texas
$3.9M -$15K -222 -0.4%

IXJ Hedge Fund Activity: Q2 2020 in Review

203 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2020, worth a combined $1.23B — up 8.1% from $1.14B a quarter earlier.

Sellers outnumbered buyers: 24 funds closed out of IXJ and 22 opened new positions — a net loss of 2 holders — while 70 trimmed existing stakes and 56 added.

The largest buyer was BlackRock, adding an estimated $55.3M. The largest seller was Bank of America, cutting an estimated $85.2M.

  • 203 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2020, down from 206 in Q1 2020.
  • Funds reported $1.23B of iShares Global Healthcare ETF stock for Q2 2020, up 8.1% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q2 2020 and 24 closed out, a net change of -2 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2020 was BlackRock, an estimated $55.3M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2020 was Bank of America, an estimated $85.2M sold.

Based on aggregated 13F filings for Q2 2020.