We are live on ! Find out more
IXJ icon

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
NL
101
NWAM LLC
Washington
$511K – – –
WP
102
WealthSource Partners
California
$497K -$5.25K -62 -1%
CAM
103
Crestone Asset Management
Colorado
$468K +$48.9K +578 +12%
Northwestern Mutual Wealth Management
104
Northwestern Mutual Wealth Management
Wisconsin
$461K +$68.8K +813 +18%
BDFN
105
Bond & Devick Financial Network
Minnesota
$430K – – –
EHC
106
Everett Harris & Co
California
$423K – – –
CFA
107
Cahill Financial Advisors
Minnesota
$405K – – –
SG
108
StoneX Group
New York
$399K +$385K +4,550 New
ECAM
109
East Coast Asset Management
Massachusetts
$392K -$27.1K -320 -7%
BPA
110
Beacon Pointe Advisors
California
$379K +$366K +4,323 New
PWM
111
Perigon Wealth Management
California
$378K – – –
BFS
112
Bradley Foster & Sargent
Connecticut
$370K +$358K +4,226 New
JMPWA
113
JP Morgan Private Wealth Advisors
California
$367K +$27.5K +325 +8%
GT
114
Greenleaf Trust
Michigan
$366K -$253K -2,992 -42%
BW
115
Bison Wealth
Georgia
$361K – – –
ASN
116
Advisory Services Network
Georgia
$360K -$4.4K -52 -1%
Baird Financial Group
117
Baird Financial Group
Wisconsin
$354K -$4.65K -55 -1%
SB
118
Strategic Blueprint
Georgia
$349K +$2.79K +33 +0.8%
SFP
119
Sweet Financial Partners
Minnesota
$349K +$77K +910 +30%
MC
120
Mathes Company
New York
$346K – – –
KWA
121
KCS Wealth Advisory
California
$343K +$28K +331 +9%
MIA
122
MMBG Investment Advisors
Florida
$342K – – –
FRA
123
Front Row Advisors
California
$336K – – –
BFA
124
Beacon Financial Advisory
Ohio
$329K – – –
Fidelity Investments
125
Fidelity Investments
Massachusetts
$328K +$26.4K +312 +9%
3 4
5
6 7

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.