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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
CWM
126
Cornerstone Wealth Management
Missouri
$307K -$53.9K -666 -14%
SB
127
Strategic Blueprint
Georgia
$300K
SFP
128
Sweet Financial Partners
Minnesota
$300K
MC
129
Mathes Company
New York
$298K
GIA
130
Goodwin Investment Advisory
Georgia
$295K +$317K +3,921 New
MIA
131
MMBG Investment Advisors
Florida
$294K
JMPWA
132
JP Morgan Private Wealth Advisors
California
$294K +$19.1K +236 +6%
Lido Advisors
133
Lido Advisors
California
$291K -$96.5K -1,193 -24%
FRA
134
Front Row Advisors
California
$289K
MMA
135
Miracle Mile Advisors
California
$289K +$27.9K +345 +10%
Baird Financial Group
136
Baird Financial Group
Wisconsin
$286K
BFA
137
Beacon Financial Advisory
Ohio
$285K
WA
138
Wealthstar Advisors
Texas
$278K
TF
139
Tompkins Financial
New York
$271K
William Blair & Company
140
William Blair & Company
Illinois
$268K +$5.1K +63 +2%
CHA
141
Carmichael Hill & Associates
Maryland
$263K
WTC
142
WhitTier Trust Company
Nevada
$263K
SCM
143
SOL Capital Management
Maryland
$256K
CWM
144
Cordatus Wealth Management
Pennsylvania
$252K
HBW
145
Hazlett, Burt & Watson
West Virginia
$252K
Chevy Chase Trust
146
Chevy Chase Trust
Maryland
$249K
PSF
147
Pacific Sun Financial
California
$233K
SPIA
148
Steward Partners Investment Advisory
New York
$228K
CPC
149
Cookson Peirce & Co
Pennsylvania
$227K -$16.6K -205 -6%
CIC
150
Carnegie Investment Counsel
Ohio
$226K

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.