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iShares Global Healthcare ETF

236 hedge funds and large institutions have $2.18B invested in iShares Global Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 25 funds opening new positions, 71 increasing their positions, 54 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

241% more call options, than puts

Call options by funds: $741K | Put options by funds: $217K

31% more repeat investments, than reductions

Existing positions increased: 71 | Existing positions reduced: 54

3.68% more ownership

Funds ownership: 60.9%64.58% (+3.7%)

1% more capital invested

Capital invested by funds: $2.15B → $2.18B (+$28.4M)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

2% less funds holding

Funds holding: 242236 (-6)

11% less first-time investments, than exits

New positions opened: 25 | Existing positions closed: 28

Holders
236
Holders Change
-6
Holders Change %
-2.48%
% of All Funds
4.07%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
25
Increased
71
Reduced
54
Closed
28
Calls
$741K
Puts
$217K
Net Calls
+$524K
Net Calls Change
-$1.49M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
101
Freedom Investment Management
Connecticut
$480K -$49.9K -617 -9%
RF
102
Resolute Financial
Massachusetts
$474K
KTC
103
Kistler-Tiffany Companies
Pennsylvania
$472K
SPC
104
Sigma Planning Corp
Michigan
$470K +$5.66K +70 +1%
CAPTRUST Financial Advisors
105
CAPTRUST Financial Advisors
North Carolina
$462K +$3.72K +46 +0.8%
WP
106
WealthSource Partners
California
$462K +$39K +482 +9%
MML Investors Services
107
MML Investors Services
Massachusetts
$454K +$1.05K +13 +0.2%
V
108
Veritable
Delaware
$441K -$26K -321 -5%
KWA
109
KCS Wealth Advisory
California
$435K +$64.1K +792 +16%
AWM
110
AE Wealth Management
Kansas
$435K +$217K +2,680 +86%
Fidelity Investments
111
Fidelity Investments
Massachusetts
$398K -$4.53K -56 -1%
Northwestern Mutual Wealth Management
112
Northwestern Mutual Wealth Management
Wisconsin
$394K +$7.68K +95 +2%
RF
113
Rollins Financial
Georgia
$383K +$21K +260 +5%
BDFN
114
Bond & Devick Financial Network
Minnesota
$370K
EHC
115
Everett Harris & Co
California
$364K
DC
116
Davenport & Co
Virginia
$361K +$63.9K +790 +20%
ASN
117
Advisory Services Network
Georgia
$357K +$45.1K +557 +13%
CFA
118
Cahill Financial Advisors
Minnesota
$349K
ECAM
119
East Coast Asset Management
Massachusetts
$337K
PWM
120
Perigon Wealth Management
California
$325K
Fifth Third Bancorp
121
Fifth Third Bancorp
Ohio
$323K -$2.27K -28 -0.6%
BW
122
Bison Wealth
Georgia
$322K +$14.4K +178 +4%
BFS
123
Bradley Foster & Sargent
Connecticut
$318K
GT
124
Greenleaf Trust
Michigan
$315K
BPA
125
Beacon Pointe Advisors
California
$310K

IXJ Hedge Fund Activity: Q3 2022 in Review

236 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2022, worth a combined $2.18B — up 1.3% from $2.15B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of IXJ and 25 opened new positions — a net loss of 3 holders — while 54 trimmed existing stakes and 71 added.

The largest buyer was Fisher Asset Management, adding an estimated $120M. The largest seller was Citadel Advisors, exiting entirely with an estimated $6.1M sold.

  • 236 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2022, down from 242 in Q2 2022.
  • Funds reported $2.18B of iShares Global Healthcare ETF stock for Q3 2022, up 1.3% quarter-over-quarter.
  • 25 funds opened new iShares Global Healthcare ETF positions in Q3 2022 and 28 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $120M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2022 was Citadel Advisors, an estimated $6.1M sold.

Based on aggregated 13F filings for Q3 2022.