We are live on ! Find out more
IXJ icon

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
GEA
126
Glen Eagle Advisors
New Jersey
$286K – – –
SCM
127
SOL Capital Management
Maryland
$285K – – –
PSF
128
Pacific Sun Financial
California
$280K +$289K +3,346 New
PFS
129
Prospera Financial Services
Texas
$279K – – –
Chevy Chase Trust
130
Chevy Chase Trust
Maryland
$276K -$573K -6,630 -67%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$266K -$12.5K -144 -4%
CIC
132
Carnegie Investment Counsel
Ohio
$251K – – –
SFG
133
Summit Financial Group
West Virginia
$251K – – –
KWA
134
KCS Wealth Advisory
California
$249K +$5.1K +59 +2%
William Blair & Company
135
William Blair & Company
Illinois
$244K +$122K +1,406 +93%
MMA
136
Miracle Mile Advisors
California
$243K +$251K +2,904 New
VWM
137
Venturi Wealth Management
Texas
$242K – – –
Kovitz Investment Group Partners
138
Kovitz Investment Group Partners
Illinois
$232K -$13.4K -155 -5%
HB
139
Homrich & Berg
Georgia
$224K – – –
ED
140
Exane Derivatives
France
$221K +$17.5K +202 +8%
MSAM
141
Moloney Securities Asset Management
Missouri
$220K -$4.93K -57 -2%
BAM
142
Belpointe Asset Management
Nevada
$219K +$25.1K +290 +12%
JWS
143
Juncture Wealth Strategies
Arizona
$214K +$4.5K +52 +2%
CMP
144
Courage Miller Partners
Virginia
$210K – – –
SWP
145
Stratos Wealth Partners
Ohio
$210K – – –
Truist Financial
146
Truist Financial
North Carolina
$202K +$209K +2,412 New
WT
147
Whittier Trust
California
$191K – – –
APA
148
American Portfolios Advisors
New York
$169K – – –
Rockefeller Capital Management
149
Rockefeller Capital Management
New York
$167K +$105K +1,216 +154%
Bessemer Group
150
Bessemer Group
New Jersey
$160K – – –
4 5
6
7 8

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.