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iShares Global Healthcare ETF
IXJ

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

1,964% more call options, than puts

Call options by funds: $516K | Put options by funds: $25K

267% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 15

138% more capital invested

Capital invested by funds: $2.18B → $5.18B (+$3B)

67% more funds holding in top 10

Funds holding in top 10: 3 → 5 (+2)

30% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 66

14% more funds holding

Funds holding: 236 → 270 (+34)

2.94% more ownership

Funds ownership: 64.58% → 67.52% (+2.9%)

Holders
270
Holders Change
+34
Holders Change %
+14.41%
% of All Funds
4.34%
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
Bank of America
North Carolina
+$188M
2
AssetMark Inc
AssetMark Inc
California
+$134M
3
RBA
Richard Bernstein Advisors
New York
+$113M
4
Fidelity International
Fidelity International
Bermuda
+$25.2M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.6M

Top Sellers

1
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$15.1M
2
Citigroup
Citigroup
New York
-$14.6M
3
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$2.25M
4
MD
Money Design
Japan
-$1.94M
5
VAS
Valicenti Advisory Services
New York
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
V
126
Veritable
Delaware
$458K -$37.9K -459 -8%
Northwestern Mutual Wealth Management
127
Northwestern Mutual Wealth Management
Wisconsin
$457K +$13.6K +165 +3%
IP
128
Ignite Planners
California
$443K +$432K +5,240 New
PAG
129
Private Advisor Group
New Jersey
$440K +$12.6K +153 +1%
BS
130
Banco Santander
Spain
$434K -$161K -1,950 -28%
HWMA
131
Heritage Wealth Management (Arizona)
Arizona
$430K +$207K +2,509 +98%
DC
132
Davenport & Co
Virginia
$429K +$21.4K +260 +5%
CWA
133
Continuum Wealth Advisors
New York
$425K +$413K +5,011 New
BDFN
134
Bond & Devick Financial Network
Minnesota
$417K – – –
CI
135
CX Institutional
Indiana
$411K +$399K +4,838 New
EHC
136
Everett Harris & Co
California
$410K – – –
ASN
137
Advisory Services Network
Georgia
$399K -$2.06K -25 -0.5%
KAS
138
Kestra Advisory Services
Texas
$399K +$387K +4,697 New
CFA
139
Cahill Financial Advisors
Minnesota
$393K – – –
CA
140
Continuum Advisory
Idaho
$382K +$371K +4,503 New
ECAM
141
East Coast Asset Management
Massachusetts
$380K – – –
AAS
142
Avantax Advisory Services
Texas
$379K +$368K +4,467 New
FA
143
FDx Advisors
Illinois
$372K +$362K +4,384 New
Fifth Third Bancorp
144
Fifth Third Bancorp
Ohio
$364K – – –
BW
145
Bison Wealth
Georgia
$364K +$5.77K +70 +2%
BFS
146
Bradley Foster & Sargent
Connecticut
$359K – – –
GT
147
Greenleaf Trust
Michigan
$355K – – –
BPA
148
Beacon Pointe Advisors
California
$354K +$4.12K +50 +1%
ICP
149
Interchange Capital Partners
Pennsylvania
$343K +$333K +4,042 New
SFP
150
Sweet Financial Partners
Minnesota
$341K +$2.72K +33 +0.8%
4 5
6
7 8

IXJ Hedge Fund Activity: Q4 2022 in Review

270 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2022, worth a combined $5.18B — up 138% from $2.18B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IXJ positions and 15 closed out — a net gain of 40 holders — while 86 added to existing stakes and 66 trimmed.

The largest buyer was Bank of America, adding an estimated $188M. The largest seller was Federation des caisses Desjardins du Quebec, cutting an estimated $15.1M.

  • 270 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2022, up from 236 in Q3 2022.
  • Funds reported $5.18B of iShares Global Healthcare ETF stock for Q4 2022, up 138% quarter-over-quarter.
  • 55 funds opened new iShares Global Healthcare ETF positions in Q4 2022 and 15 closed out, a net change of +40 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2022 was Bank of America, an estimated $188M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2022 was Federation des caisses Desjardins du Quebec, an estimated $15.1M sold.

Based on aggregated 13F filings for Q4 2022.