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iShares Global Healthcare ETF

210 hedge funds and large institutions have $1.47B invested in iShares Global Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 57 increasing their positions, 52 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 18

12% more capital invested

Capital invested by funds: $1.32B → $1.47B (+$154M)

6% more funds holding

Funds holding: 198210 (+12)

1.7% more ownership

Funds ownership: 57.79%59.49% (+1.7%)

10% more repeat investments, than reductions

Existing positions increased: 57 | Existing positions reduced: 52

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
210
Holders Change
+12
Holders Change %
+6.06%
% of All Funds
3.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
34
Increased
57
Reduced
52
Closed
18
Calls
$322K
Puts
Net Calls
+$322K
Net Calls Change
-$166K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$991M +$74M +1,004,557 +8%
Bank of America
2
Bank of America
North Carolina
$113M +$4.76M +64,603 +5%
Morgan Stanley
3
Morgan Stanley
New York
$34.7M -$3.65M -49,644 -10%
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$32M +$473K +6,425 +2%
Bank of New York Mellon
5
Bank of New York Mellon
New York
$30.5M +$440K +5,976 +2%
JP Morgan Chase
6
JP Morgan Chase
New York
$29.7M +$1.95M +26,524 +7%
RBA
7
Richard Bernstein Advisors
New York
$21.1M +$1.72M +23,424 +9%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$16.5M +$2.66M +36,176 +20%
BCI
9
Brinker Capital Investments
Pennsylvania
$15.3M -$2.21M -30,069 -13%
UBS Group
10
UBS Group
Switzerland
$14.5M -$127K -1,729 -0.9%
Fisher Asset Management
11
Fisher Asset Management
Washington
$12.4M +$7.31M +99,313 +157%
Wells Fargo
12
Wells Fargo
California
$10.2M -$79.9K -1,085 -0.8%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$9M +$200K +2,717 +2%
LPL Financial
14
LPL Financial
California
$8.62M +$807K +10,961 +11%
NA
15
Nottingham Advisors
New York
$7.17M -$1.05M -14,245 -13%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$5.89M -$217K -2,943 -4%
FDCDDQ
17
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.15M -$201K -2,730 -4%
EWA
18
Exencial Wealth Advisors
Oklahoma
$4.95M +$702K +9,536 +17%
Osaic Holdings
19
Osaic Holdings
Arizona
$4.79M -$403K -5,476 -8%
FC
20
FCA Corp
Texas
$4.33M +$8.1K +110 +0.2%
DTIM
21
Danda Trouve Investment Management
Kansas
$3.92M +$85.3K +1,159 +2%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$3.88M -$3.71M -50,437 -50%
CWA
23
Clarity Wealth Advisors
California
$3.67M +$106K +1,441 +3%
TAM
24
Tocqueville Asset Management
New York
$3.27M
Janney Montgomery Scott
25
Janney Montgomery Scott
Pennsylvania
$3.06M +$3.9K +53 +0.1%

IXJ Hedge Fund Activity: Q4 2020 in Review

210 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2020, worth a combined $1.47B — up 12% from $1.32B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXJ positions and 18 closed out — a net gain of 16 holders — while 57 added to existing stakes and 52 trimmed.

The largest buyer was BlackRock, adding an estimated $74M. The largest seller was Cambria Investment Management, exiting entirely with an estimated $6.11M sold.

  • 210 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2020, up from 198 in Q3 2020.
  • Funds reported $1.47B of iShares Global Healthcare ETF stock for Q4 2020, up 12% quarter-over-quarter.
  • 34 funds opened new iShares Global Healthcare ETF positions in Q4 2020 and 18 closed out, a net change of +16 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2020 was BlackRock, an estimated $74M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2020 was Cambria Investment Management, an estimated $6.11M sold.

Based on aggregated 13F filings for Q4 2020.