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iShares Global Healthcare ETF
IXJ

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: 3 → 5 (+2)

30% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 66

14% more funds holding

Funds holding: 236 → 270 (+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

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$188M
2
AssetMark Inc
AssetMark Inc
California
+$134M
3
RBA
Richard Bernstein Advisors
New York
+$113M
4
Fidelity International
Fidelity International
Bermuda
+$25.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.6M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$15.1M
2
Citigroup
Citigroup
New York
-$14.6M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$2.25M
4
MD
Money Design
Japan
-$1.94M
5
VAS
Valicenti Advisory Services
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
FANJ
51
Financial Architects (New Jersey)
New Jersey
$2.43M +$1.73K +21 +0.1%
TWC
52
TD Waterhouse Canada
Ontario, Canada
$2.42M -$99.2K -1,203 -5%
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
$2.41M +$740K +8,979 +46%
ACM
54
Anfield Capital Management
California
$2.39M +$515K +6,241 +29%
AG
55
Ascent Group
Virginia
$2.32M +$2.25M +27,290 New
WI
56
WBI Investments
New Jersey
$2.26M -$147K -1,784 -6%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$2.21M +$183K +2,218 +9%
Barclays
58
Barclays
United Kingdom
$2.18M +$2.11M +25,640 New
MAM
59
Marotta Asset Management
Virginia
$2.11M -$31.3K -380 -2%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.94M -$262K -3,176 -12%
T
61
TCWP
Ohio
$1.84M +$53K +643 +3%
CAG
62
Csenge Advisory Group
Florida
$1.78M +$1.73M +20,997 New
WLIM
63
White Lighthouse Investment Management
Massachusetts
$1.78M -$18.6K -225 -1%
CBFP
64
Cedar Brook Financial Partners
Ohio
$1.77M +$120K +1,450 +7%
Cerity Partners
65
Cerity Partners
New York
$1.55M +$1.5M +18,247 New
JMPWA
66
JP Morgan Private Wealth Advisors
California
$1.5M +$1.13M +13,725 +352%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$1.5M +$107K +1,296 +8%
CB
68
Community Bank
New York
$1.48M +$1.4M +16,955 +3,261%
Cetera Investment Advisers
69
Cetera Investment Advisers
Illinois
$1.46M +$1.42M +17,164 New
TFF
70
The Family Firm
Maryland
$1.45M -$47.3K -573 -3%
Mercer Global Advisors
71
Mercer Global Advisors
Colorado
$1.44M -$19.5K -236 -1%
Goldman Sachs
72
Goldman Sachs
New York
$1.44M -$921K -11,167 -40%
Stifel Financial
73
Stifel Financial
Missouri
$1.43M +$788K +9,552 +131%
WP
74
WMS Partners
Maryland
$1.4M +$1.36M +16,491 New
CGA
75
Crescent Grove Advisors
Illinois
$1.36M – – –
1 2
3
4 5

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.