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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
MWM
76
Maltin Wealth Management
New Jersey
$753K -$6.85K -81 -0.9%
AIM
77
Anchor Investment Management
South Carolina
$747K – – –
AWE
78
Avidian Wealth Enterprises
Texas
$738K +$44.8K +529 +7%
Lido Advisors
79
Lido Advisors
California
$723K +$169K +2,000 +32%
WWM
80
Western Wealth Management
Colorado
$690K +$333K +3,934 +100%
Carson Wealth (CWM LLC)
81
Carson Wealth (CWM LLC)
Nebraska
$643K – – –
GRP
82
Global Retirement Partners
California
$642K +$646K +7,640 New
BCV
83
Banque Cantonale Vaudoise
Switzerland
$637K +$21.1K +250 +4%
FIM
84
Freedom Investment Management
Connecticut
$636K -$246K -2,904 -29%
RF
85
Rollins Financial
Georgia
$630K -$61.8K -730 -9%
V
86
Veritable
Delaware
$626K -$160K -1,895 -21%
Fidelity International
87
Fidelity International
Bermuda
$624K -$134K -1,583 -18%
Truist Financial
88
Truist Financial
North Carolina
$621K +$363K +4,295 +154%
PAG
89
Private Advisor Group
New Jersey
$601K +$169 +2 +0%
BRWA
90
B. Riley Wealth Advisors
Florida
$586K -$84.6K -1,000 -13%
PIMG
91
Patriot Investment Management Group
Tennessee
$570K – – –
AWS
92
Atria Wealth Solutions
New York
$570K +$551K +6,515 New
KTC
93
Kistler-Tiffany Companies
Pennsylvania
$549K – – –
RF
94
Resolute Financial
Massachusetts
$548K – – –
CAPTRUST Financial Advisors
95
CAPTRUST Financial Advisors
North Carolina
$533K -$3.04K -36 -0.6%
Stifel Financial
96
Stifel Financial
Missouri
$533K +$33.5K +396 +7%
SPC
97
Sigma Planning Corp
Michigan
$528K +$26K +307 +5%
MML Investors Services
98
MML Investors Services
Massachusetts
$520K +$19.1K +226 +4%
Fifth Third Bancorp
99
Fifth Third Bancorp
Ohio
$516K +$66.4K +785 +15%
CWM
100
Cornerstone Wealth Management
Missouri
$512K -$180K -2,125 -27%
2 3
4
5 6

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.