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iShares Global Healthcare ETF
IXJ

Overview Fund Activity

270 hedge funds and large institutions have $5.18B invested in iShares Global Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 86 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
270
Holders Change
+34
Holders Change %
+14.41%
% of All Funds
4.36%
Holding in Top 10
5
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+66.67%
% of All Funds
0.08%
New
55
Increased
86
Reduced
66
Closed
15
Calls
$516K
Puts
$25K
Net Calls
+$491K
Net Calls Change
-$33K

Top Buyers

1
Bank of America
1
Bank of America
North Carolina
$323M
2
AssetMark Inc
2
AssetMark Inc
California
$138M
3
RBA
3
Richard Bernstein Advisors
New York
$149M
4
Fidelity International
4
Fidelity International
Bermuda
$60.3M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$25M

Top Sellers

1
AWA
1
Arete Wealth Advisors
Illinois
$2.19B
2
FDCDDQ
2
Federation des caisses Desjardins du Quebec
Quebec, Canada
$38.5M
3
Citigroup
3
Citigroup
New York
$257M
4
PAMS
4
Pictet Asset Management (Switzerland)
Switzerland
$30.1M
5
MD
5
Money Design
Japan
$17M
Name Holding Trade Value Shares
Change 		Shares
Change %
MWM
101
Maltin Wealth Management
New Jersey
$745K +$15.2K +179 +2%
EM
102
ELCO Management
New York
$732K -$23.7K -279 -3%
AIM
103
Anchor Investment Management
South Carolina
$712K +$85 +1 +0%
Carson Wealth (CWM LLC)
104
Carson Wealth (CWM LLC)
Nebraska
$688K – – –
KCM
105
KM Capital Management
Texas
$685K +$685K +8,069 New
BRWA
106
B. Riley Wealth Advisors
Florida
$664K +$106K +1,250 +19%
WP
107
WealthSource Partners
California
$644K +$124K +1,456 +24%
EWA
108
Exencial Wealth Advisors
Oklahoma
$638K +$3.23K +38 +0.5%
Marshall Wace
109
Marshall Wace
United Kingdom
$608K -$154K -1,817 -20%
AWE
110
Avidian Wealth Enterprises
Texas
$602K +$4.07K +48 +0.7%
NL
111
NWAM LLC
Washington
$592K -$17.4K -205 -3%
SWP
112
Stratos Wealth Partners
Ohio
$591K +$591K +6,962 New
VWM
113
Venturi Wealth Management
Texas
$572K +$572K +6,743 New
CA
114
Cetera Advisors
Colorado
$546K +$299K +3,528 +121%
RF
115
Resolute Financial
Massachusetts
$535K +$1.27K +15 +0.2%
RF
116
Rollins Financial
Georgia
$533K +$101K +1,188 +23%
PIMG
117
Patriot Investment Management Group
Tennessee
$532K -$15.8K -188 -3%
KTC
118
Kistler-Tiffany Companies
Pennsylvania
$532K – – –
PP
119
Patron Partners
Texas
$519K +$519K +6,110 New
SPC
120
Sigma Planning Corp
Michigan
$518K -$10.9K -128 -2%
OWA
121
One Wealth Advisors
California
$500K +$500K +5,889 New
KWA
122
KCS Wealth Advisory
California
$499K +$9.25K +109 +2%
FIM
123
Freedom Investment Management
Connecticut
$499K -$41.8K -492 -8%
AWM
124
AE Wealth Management
Kansas
$486K -$4.67K -55 -1%
Fidelity Investments
125
Fidelity Investments
Massachusetts
$478K +$34.8K +410 +8%
3 4
5
6 7