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iShares Global Healthcare ETF

236 hedge funds and large institutions have $2.18B invested in iShares Global Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $741K | Put options by funds: $217K

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

3.68% more ownership

Funds ownership: 60.9%64.58% (+3.7%)

1% more capital invested

Capital invested by funds: $2.15B → $2.18B (+$28.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 242236 (-6)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

Holders
236
Holders Change
-6
Holders Change %
-2.48%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
71
Reduced
54
Closed
28
Calls
$741K
Puts
$217K
Net Calls
+$524K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$5.17M +$406K +5,017 +8%
BPC
27
Banque Pictet & Cie
Switzerland
$5.06M -$182K -2,250 -3%
USCWA
28
U.S. Capital Wealth Advisors
Texas
$4.67M +$62.4K +771 +1%
CWA
29
Clarity Wealth Advisors
California
$4.61M +$81.7K +1,010 +2%
Jane Street
30
Jane Street
New York
$4.6M -$1.7M -20,964 -26%
FC
31
FCA Corp
Texas
$3.88M +$57.8K +715 +1%
SG Americas Securities
32
SG Americas Securities
New York
$3.84M
DTIM
33
Danda Trouve Investment Management
Kansas
$3.73M -$41.3K -510 -1%
RJA
34
Raymond James & Associates
Florida
$3.67M +$18.3K +226 +0.5%
AF
35
Apexium Financial
Texas
$3.55M +$3.82M +47,169 New
AIC
36
Ayalon Insurance Company
Israel
$3.44M
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.28M +$3.52M +43,549 New
Bessemer Group
38
Bessemer Group
New Jersey
$3.01M +$607K +7,503 +23%
SC
39
Scotia Capital
Ontario, Canada
$3M -$226K -2,790 -7%
SC
40
Slow Capital
California
$2.96M +$255K +3,151 +9%
Janney Montgomery Scott
41
Janney Montgomery Scott
Pennsylvania
$2.92M -$71.8K -888 -2%
GCA
42
Greenwood Capital Associates
South Carolina
$2.75M -$1.41M -17,423 -32%
Mirae Asset Global Investments
43
Mirae Asset Global Investments
South Korea
$2.67M -$1.35M -16,700 -32%
TWC
44
TD Waterhouse Canada
Ontario, Canada
$2.31M -$4.29K -53 -0.2%
FANJ
45
Financial Architects (New Jersey)
New Jersey
$2.15M +$2.31M +28,555 New
WI
46
WBI Investments
New Jersey
$2.12M +$65.9K +815 +3%
Goldman Sachs
47
Goldman Sachs
New York
$2.12M -$60.7K -750 -3%
HighTower Advisors
48
HighTower Advisors
Illinois
$1.96M +$149K +1,846 +8%
AWA
49
Arete Wealth Advisors
Illinois
$1.96M +$21.6K +267 +1%
MAM
50
Marotta Asset Management
Virginia
$1.91M -$69.7K -862 -3%

IXJ Hedge Fund Activity: Q3 2022 in Review

236 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2022, worth a combined $2.18B — up 1.3% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IXJ and 25 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 71 added.

The largest buyer was Fisher Asset Management, adding an estimated $120M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.1M sold.

  • 236 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2022, down from 242 in Q2 2022.
  • Funds reported $2.18B of iShares Global Healthcare ETF stock for Q3 2022, up 1.3% quarter-over-quarter.
  • 25 funds opened new iShares Global Healthcare ETF positions in Q3 2022 and 28 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $120M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2022 was Citadel Advisors, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2022.