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iShares Global Healthcare ETF

236 hedge funds and large institutions have $2.31B invested in iShares Global Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

14% more capital invested

Capital invested by funds: $2.03B → $2.31B (+$279M)

9% more funds holding

Funds holding: 217236 (+19)

2.07% more ownership

Funds ownership: 60.3%62.37% (+2.1%)

Holders
236
Holders Change
+19
Holders Change %
+8.76%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
72
Reduced
50
Closed
22
Calls
$50K
Puts
Net Calls
+$50K
Net Calls Change
+$50K
Name Holding Trade Value Shares
Change
Change in
Stake
BDFN
101
Bond & Devick Financial Network
Minnesota
$443K
EHC
102
Everett Harris & Co
California
$436K
ECAM
103
East Coast Asset Management
Massachusetts
$433K
CAM
104
Crestone Asset Management
Colorado
$430K -$130K -1,501 -24%
CFA
105
Cahill Financial Advisors
Minnesota
$418K
Northwestern Mutual Wealth Management
106
Northwestern Mutual Wealth Management
Wisconsin
$402K +$40K +463 +12%
BS
107
Banco Santander
Spain
$401K -$809K -9,360 -68%
PWM
108
Perigon Wealth Management
California
$390K
ASN
109
Advisory Services Network
Georgia
$376K -$16.4K -190 -4%
KAS
110
Kestra Advisory Services
Texas
$373K +$5.7K +66 +2%
BW
111
Bison Wealth
Georgia
$372K
Baird Financial Group
112
Baird Financial Group
Wisconsin
$369K -$86 -1 -0%
EWA
113
EP Wealth Advisors
California
$363K +$52.7K +610 +18%
MC
114
Mathes Company
New York
$357K
SB
115
Strategic Blueprint
Georgia
$356K
WWM
116
Western Wealth Management
Colorado
$355K +$340K +3,934 New
MIA
117
MMBG Investment Advisors
Florida
$352K +$337K +3,900 New
JMPWA
118
JP Morgan Private Wealth Advisors
California
$349K +$6.83K +79 +2%
Kovitz Investment Group Partners
119
Kovitz Investment Group Partners
Illinois
$349K +$156K +1,800 +65%
FRA
120
Front Row Advisors
California
$346K -$6.91K -80 -2%
BFA
121
Beacon Financial Advisory
Ohio
$339K +$1.04K +12 +0.3%
WA
122
Wealthstar Advisors
Texas
$331K +$432 +5 +0.1%
KWA
123
KCS Wealth Advisory
California
$324K +$52.9K +612 +21%
VCP
124
Vista Capital Partners
Oregon
$320K +$306K +3,542 New
CHA
125
Carmichael Hill & Associates
Maryland
$314K +$259 +3 +0.1%

IXJ Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2021, worth a combined $2.31B — up 14% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXJ positions and 22 closed out — a net gain of 23 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Citigroup, cutting an estimated $5.16M.

  • 236 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $2.31B of iShares Global Healthcare ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 45 funds opened new iShares Global Healthcare ETF positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2021 was BlackRock, an estimated $33.3M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2021 was Citigroup, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2021.