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iShares Global Healthcare ETF
IXJ

233 hedge funds and large institutions have $2.16B invested in iShares Global Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 29 funds opening new positions, 55 increasing their positions, 65 reducing their positions, and 30 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 2 → 3 (+1)

0.62% less ownership

Funds ownership: 62.37% → 61.75% (-0.62%)

3% less first-time investments, than exits

New positions opened: 29 | Existing positions closed: 30

1% less funds holding

Funds holding: 236 → 233 (-3)

6% less capital invested

Capital invested by funds: $2.31B → $2.16B (-$146M)

15% less repeat investments, than reductions

Existing positions increased: 55 | Existing positions reduced: 65

Holders
233
Holders Change
-3
Holders Change %
-1.27%
% of All Funds
3.68%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.05%
New
29
Increased
55
Reduced
65
Closed
30
Calls
$1.85M
Puts
–
Net Calls
+$1.85M
Net Calls Change
+$1.8M

Top Buyers

1
BlackRock
BlackRock
New York
+$39.5M
2
FIBT
First International Bank & Trust
North Dakota
+$5.73M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$4.74M
4
SG Americas Securities
SG Americas Securities
New York
+$4.31M
5
AIP
Ahrens Investment Partners
Louisiana
+$2.83M

Top Sellers

1
Citigroup
Citigroup
New York
-$72.9M
2
Bank Julius Baer & Co
Bank Julius Baer & Co
Switzerland
-$49.4M
3
HW
Hamilton Wealth
California
-$9.42M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$3.51M
5
GCA
Greenwood Capital Associates
South Carolina
-$3.17M
Name Holding Trade Value Shares
Change 		Change in
Stake
WI
51
WBI Investments
New Jersey
$1.48M +$262K +3,094 +22%
National Bank of Canada
52
National Bank of Canada
Quebec, Canada
$1.46M -$266K -3,141 -16%
CGA
53
Crescent Grove Advisors
Illinois
$1.4M – – –
BDWM
54
Brewin Dolphin Wealth Management
Ireland
$1.38M +$4.23K +50 +0.3%
DADC
55
D.A. Davidson & Co
Montana
$1.33M -$3.72K -44 -0.3%
Cambridge Investment Research Advisors
56
Cambridge Investment Research Advisors
Iowa
$1.3M -$3.51M -41,516 -74%
TAM
57
Tocqueville Asset Management
New York
$1.26M -$2.4M -28,400 -66%
Ameriprise
58
Ameriprise
Minnesota
$1.17M -$244K -2,889 -18%
Mercer Global Advisors
59
Mercer Global Advisors
Colorado
$1.16M +$576K +6,804 +105%
MIC
60
Meridian Investment Counsel
California
$1.16M – – –
PVH
61
Psagot Value Holdings
Israel
$1.15M -$1.86K -22 -0.2%
BS
62
Banco Santander
Spain
$1.12M +$709K +8,380 +189%
CIBC World Market
63
CIBC World Market
Ontario, Canada
$976K -$105K -1,236 -10%
EWA
64
Exencial Wealth Advisors
Oklahoma
$946K -$3.21K -38 -0.4%
PNC Financial Services Group
65
PNC Financial Services Group
Pennsylvania
$931K -$33.8K -400 -4%
Creative Planning
66
Creative Planning
Kansas
$889K -$8.46K -100 -1%
BWM
67
Bulltick Wealth Management
Florida
$880K +$27.4K +324 +3%
QFA
68
Quattro Financial Advisors
Texas
$876K -$423K -5,000 -33%
EH
69
Equitable Holdings
New York
$835K +$2.28K +27 +0.3%
EM
70
ELCO Management
New York
$829K – – –
HSBC Holdings
71
HSBC Holdings
United Kingdom
$801K – – –
AIIMS
72
Analyst IMS Investment Management Services
Israel
$795K – – –
TCA
73
Transcend Capital Advisors
New Jersey
$794K +$5.16K +61 +0.7%
Bank of Montreal
74
Bank of Montreal
Ontario, Canada
$763K -$40.5K -479 -5%
RG
75
Rathbones Group
United Kingdom
$762K -$10.6K -125 -1%
1 2
3
4 5

IXJ Hedge Fund Activity: Q1 2022 in Review

233 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2022, worth a combined $2.16B — down 6.3% from $2.31B a quarter earlier.

Sellers outnumbered buyers: 30 funds closed out of IXJ and 29 opened new positions — a net loss of 1 holder — while 65 trimmed existing stakes and 55 added.

The largest buyer was BlackRock, adding an estimated $39.5M. The largest seller was Citigroup, cutting an estimated $72.9M.

  • 233 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2022, down from 236 in Q4 2021.
  • Funds reported $2.16B of iShares Global Healthcare ETF stock for Q1 2022, down 6.3% quarter-over-quarter.
  • 29 funds opened new iShares Global Healthcare ETF positions in Q1 2022 and 30 closed out, a net change of -1 holder.
  • The largest iShares Global Healthcare ETF buyer in Q1 2022 was BlackRock, an estimated $39.5M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2022 was Citigroup, an estimated $72.9M sold.

Based on aggregated 13F filings for Q1 2022.