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iShares Global Healthcare ETF

270 hedge funds and large institutions have $5.18B invested in iShares Global Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,964% more call options, than puts

Call options by funds: $516K | Put options by funds: $25K

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

138% more capital invested

Capital invested by funds: $2.18B → $5.18B (+$3B)

67% more funds holding in top 10

Funds holding in top 10: 35 (+2)

30% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 66

14% more funds holding

Funds holding: 236270 (+34)

2.94% more ownership

Funds ownership: 64.58%67.52% (+2.9%)

Holders
270
Holders Change
+34
Holders Change %
+14.41%
% of All Funds
4.34%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
55
Increased
86
Reduced
66
Closed
15
Calls
$516K
Puts
$25K
Net Calls
+$491K
Net Calls Change
-$33K
Name Holding Trade Value Shares
Change
Change in
Stake
CTB
226
Country Trust Bank
Illinois
$29.7K
WB
227
Webster Bank
Connecticut
$28K +$19.4K +235 +264%
CIAS
228
Capital Investment Advisory Services
North Carolina
$27.4K -$3.13K -38 -11%
HCM
229
Hollencrest Capital Management
California
$26.7K +$26K +315 New
WT
230
Whittier Trust
California
$24.2K -$165K -2,000 -88%
Deutsche Bank
231
Deutsche Bank
Germany
$22.3K
SWM
232
Spire Wealth Management
Virginia
$19K -$412 -5 -2%
GBT
233
Grove Bank & Trust
Florida
$18K +$17.5K +212 New
SIS
234
Sound Income Strategies
Florida
$17.7K
BWP
235
Baldwin Wealth Partners
Massachusetts
$17K
CWP
236
Concord Wealth Partners
Virginia
$17K +$16.5K +200 New
TFGT
237
TS Financial Group (TSFG)
Illinois
$16K
CA
238
CoreCap Advisors
Michigan
$15.8K +$15.3K +186 New
NSIM
239
North Star Investment Management
Illinois
$14.7K +$82 +1 +0.6%
WWM
240
Wolff Wiese Magana
California
$13.4K -$46.1K -559 -78%
PP
241
Pacifica Partners
Canada
$12.7K -$11.1K -135 -47%
HNWAG
242
High Net Worth Advisory Group
Florida
$12.7K
S
243
SignatureFD
Georgia
$12.4K +$11.1K +135 +1,227%
CFD
244
Creative Financial Designs
Indiana
$9.93K
MFG
245
Mendota Financial Group
Wisconsin
$9.68K +$9.4K +114 New
PGAM
246
Princeton Global Asset Management
New Jersey
$9K +$82 +1 +1%
RCM
247
Raleigh Capital Management
North Carolina
$8.85K
YDMI
248
Y.D. More Investments
Israel
$8.53K +$8.25K +100 New
EWM
249
EPG Wealth Management
Georgia
$8.49K
MCA
250
Maryland Capital Advisors
Maryland
$8.49K

IXJ Hedge Fund Activity: Q4 2022 in Review

270 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2022, worth a combined $5.18B — up 138% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IXJ positions and 15 closed out — a net gain of 40 holders — while 86 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $15.1M.

  • 270 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2022, up from 236 in Q3 2022.
  • Funds reported $5.18B of iShares Global Healthcare ETF stock for Q4 2022, up 138% quarter-over-quarter.
  • 55 funds opened new iShares Global Healthcare ETF positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2022 was Bank of America, an estimated $188M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2022 was Federation des caisses Desjardins du Quebec, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.