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iShares Global Healthcare ETF
IXJ

217 hedge funds and large institutions have $2.03B invested in iShares Global Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 66 increasing their positions, 47 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 11

40% more repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 47

2% more funds holding

Funds holding: 212 → 217 (+5)

4% more capital invested

Capital invested by funds: $1.96B → $2.03B (+$74.5M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.86% less ownership

Funds ownership: 63.16% → 60.3% (-2.9%)

Holders
217
Holders Change
+5
Holders Change %
+2.36%
% of All Funds
3.8%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
66
Reduced
47
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BlackRock
BlackRock
New York
+$41.9M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$5.22M
3
GCA
Greenwood Capital Associates
South Carolina
+$4.86M
4
EVM
Eaton Vance Management
Massachusetts
+$3.9M
5
JP Morgan Chase
JP Morgan Chase
New York
+$3M

Top Sellers

1
Citigroup
Citigroup
New York
-$12M
2
Jane Street
Jane Street
New York
-$4.61M
3
FTUS
Flow Traders U.S.
New York
-$1.63M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.23M
5
BCI
Brinker Capital Investments
Pennsylvania
-$1.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
101
Sigma Planning Corp
Michigan
$426K +$43.6K +504 +11%
CS
102
Credit Suisse
Switzerland
$424K – – –
CA
103
Cetera Advisors
Colorado
$415K +$193K +2,229 +82%
BDFN
104
Bond & Devick Financial Network
Minnesota
$411K – – –
EHC
105
Everett Harris & Co
California
$404K – – –
ECAM
106
East Coast Asset Management
Massachusetts
$401K -$5.19K -60 -1%
PSUF
107
People's United Financial
Connecticut
$388K – – –
CFA
108
Cahill Financial Advisors
Minnesota
$387K +$400K +4,626 New
ASN
109
Advisory Services Network
Georgia
$364K +$97.7K +1,130 +35%
PWM
110
Perigon Wealth Management
California
$361K – – –
NWS
111
Newport Wealth Strategies
California
$345K – – –
BW
112
Bison Wealth
Georgia
$345K +$2.6K +30 +0.7%
Baird Financial Group
113
Baird Financial Group
Wisconsin
$343K – – –
KAS
114
Kestra Advisory Services
Texas
$341K +$27.8K +321 +9%
Northwestern Mutual Wealth Management
115
Northwestern Mutual Wealth Management
Wisconsin
$333K +$5.71K +66 +2%
MC
116
Mathes Company
New York
$331K – – –
SB
117
Strategic Blueprint
Georgia
$330K – – –
FRA
118
Front Row Advisors
California
$327K – – –
GW
119
GW & Wade
Massachusetts
$321K – – –
Fidelity Investments
120
Fidelity Investments
Massachusetts
$318K +$20.9K +242 +7%
JMPWA
121
JP Morgan Private Wealth Advisors
California
$316K -$84.2K -974 -20%
BFA
122
Beacon Financial Advisory
Ohio
$313K – – –
WA
123
Wealthstar Advisors
Texas
$305K -$86 -1 -0%
CHA
124
Carmichael Hill & Associates
Maryland
$291K – – –
EWA
125
EP Wealth Advisors
California
$286K +$16.1K +186 +6%
3 4
5
6 7

IXJ Hedge Fund Activity: Q3 2021 in Review

217 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2021, worth a combined $2.03B — up 3.8% from $1.96B a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new IXJ positions and 11 closed out — a net gain of 11 holders — while 66 added to existing stakes and 47 trimmed.

The largest buyer was BlackRock, adding an estimated $41.9M. The largest seller was Citigroup, cutting an estimated $12M.

  • 217 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2021, up from 212 in Q2 2021.
  • Funds reported $2.03B of iShares Global Healthcare ETF stock for Q3 2021, up 3.8% quarter-over-quarter.
  • 22 funds opened new iShares Global Healthcare ETF positions in Q3 2021 and 11 closed out, a net change of +11 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2021 was BlackRock, an estimated $41.9M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2021 was Citigroup, an estimated $12M sold.

Based on aggregated 13F filings for Q3 2021.