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iShares Global Healthcare ETF

205 hedge funds and large institutions have $1.7B invested in iShares Global Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 53 increasing their positions, 57 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more capital invested

Capital invested by funds: $1.47B → $1.7B (+$223M)

3.22% more ownership

Funds ownership: 59.49%62.71% (+3.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 57

2% less funds holding

Funds holding: 210205 (-5)

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
205
Holders Change
-5
Holders Change %
-2.38%
% of All Funds
3.6%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
53
Reduced
57
Closed
19
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.03B +$34.3M +445,742 +3%
Citigroup
2
Citigroup
New York
$210M +$209M +2,721,787 +54,176%
Bank of America
3
Bank of America
North Carolina
$118M +$4.01M +52,165 +4%
Morgan Stanley
4
Morgan Stanley
New York
$34.8M -$197K -2,558 -0.6%
JP Morgan Chase
5
JP Morgan Chase
New York
$31.2M +$1.25M +16,221 +4%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$31.1M +$391K +5,085 +1%
RBA
7
Richard Bernstein Advisors
New York
$23.1M +$1.81M +23,496 +9%
UBS Group
8
UBS Group
Switzerland
$15M +$402K +5,221 +3%
Fisher Asset Management
9
Fisher Asset Management
Washington
$12.3M -$240K -3,112 -2%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$10.5M -$6.16M -80,090 -37%
Bank Julius Baer & Co
11
Bank Julius Baer & Co
Switzerland
$10.5M -$21.7M -282,292 -68%
BCI
12
Brinker Capital Investments
Pennsylvania
$9.52M -$5.85M -76,001 -38%
Wells Fargo
13
Wells Fargo
California
$9.29M -$997K -12,960 -10%
LPL Financial
14
LPL Financial
California
$8.3M -$387K -5,028 -4%
Susquehanna International Group
15
Susquehanna International Group
Pennsylvania
$7.92M +$7.91M +102,772 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$6.04M +$106K +1,375 +2%
EWA
17
Exencial Wealth Advisors
Oklahoma
$5.81M +$825K +10,713 +17%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$5.48M -$3.58M -46,562 -40%
FDCDDQ
19
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.07M -$116K -1,507 -2%
Osaic Holdings
20
Osaic Holdings
Arizona
$4.89M +$63.9K +830 +1%
FC
21
FCA Corp
Texas
$4.36M -$9.54K -124 -0.2%
DTIM
22
Danda Trouve Investment Management
Kansas
$3.97M +$10.2K +133 +0.3%
CWA
23
Clarity Wealth Advisors
California
$3.87M +$175K +2,273 +5%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$3.79M -$119K -1,540 -3%
TAM
25
Tocqueville Asset Management
New York
$3.3M

IXJ Hedge Fund Activity: Q1 2021 in Review

205 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2021, worth a combined $1.7B — up 15% from $1.47B a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of IXJ and 16 opened new positions — a net loss of 3 holders — while 57 trimmed existing stakes and 53 added.

The largest buyer was Citigroup, adding an estimated $209M. The largest seller was Bank Julius Baer & Co, cutting an estimated $21.7M.

  • 205 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2021, down from 210 in Q4 2020.
  • Funds reported $1.7B of iShares Global Healthcare ETF stock for Q1 2021, up 15% quarter-over-quarter.
  • 16 funds opened new iShares Global Healthcare ETF positions in Q1 2021 and 19 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2021 was Citigroup, an estimated $209M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2021 was Bank Julius Baer & Co, an estimated $21.7M sold.

Based on aggregated 13F filings for Q1 2021.