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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
WA
126
Wealthstar Advisors
Texas
$320K – – –
MMA
127
Miracle Mile Advisors
California
$316K +$305K +3,605 New
TF
128
Tompkins Financial
New York
$315K +$305K +3,600 New
CHA
129
Carmichael Hill & Associates
Maryland
$305K +$169 +2 +0.1%
SCM
130
SOL Capital Management
Maryland
$298K – – –
William Blair & Company
131
William Blair & Company
Illinois
$293K +$10.2K +121 +4%
CWM
132
Cordatus Wealth Management
Pennsylvania
$292K – – –
PFS
133
Prospera Financial Services
Texas
$292K – – –
EWA
134
EP Wealth Advisors
California
$290K -$60.1K -710 -18%
HBW
135
Hazlett, Burt & Watson
West Virginia
$290K +$282K +3,329 New
Chevy Chase Trust
136
Chevy Chase Trust
Maryland
$289K -$626K -7,400 -69%
PSF
137
Pacific Sun Financial
California
$289K – – –
KAS
138
Kestra Advisory Services
Texas
$269K -$89.8K -1,061 -26%
CIC
139
Carnegie Investment Counsel
Ohio
$263K – – –
CA
140
Cetera Advisors
Colorado
$263K +$21.2K +251 +9%
VCP
141
Vista Capital Partners
Oregon
$259K -$49.6K -586 -17%
GEA
142
Glen Eagle Advisors
New Jersey
$255K -$42.3K -500 -15%
SWP
143
Stratos Wealth Partners
Ohio
$253K +$27.7K +328 +13%
HWMA
144
Heritage Wealth Management (Arizona)
Arizona
$253K +$245K +2,891 New
HWM
145
HB Wealth Management
Georgia
$234K – – –
ED
146
Exane Derivatives
France
$226K +$2.37K +28 +1%
CMP
147
Courage Miller Partners
Virginia
$220K – – –
AWM
148
Axxcess Wealth Management
California
$220K +$212K +2,510 New
JWS
149
Juncture Wealth Strategies
Arizona
$217K -$4.57K -54 -2%
MSAM
150
Moloney Securities Asset Management
Missouri
$216K -$8.46K -100 -4%
4 5
6
7 8

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.