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iShares Global Healthcare ETF
IXJ

236 hedge funds and large institutions have $2.31B invested in iShares Global Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 72 increasing their positions, 50 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

105% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 22

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

44% more repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 50

14% more capital invested

Capital invested by funds: $2.03B → $2.31B (+$279M)

9% more funds holding

Funds holding: 217 → 236 (+19)

2.07% more ownership

Funds ownership: 60.3% → 62.37% (+2.1%)

Holders
236
Holders Change
+19
Holders Change %
+8.76%
% of All Funds
3.63%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
45
Increased
72
Reduced
50
Closed
22
Calls
$50K
Puts
–
Net Calls
+$50K
Net Calls Change
+$50K

Top Buyers

1
BlackRock
BlackRock
New York
+$33.3M
2
CS
Credit Suisse
Switzerland
+$24.5M
3
MD
Money Design
Japan
+$10.4M
4
EVM
Eaton Vance Management
Massachusetts
+$5.93M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$3.34M

Top Sellers

1
Citigroup
Citigroup
New York
-$5.16M
2
Jane Street
Jane Street
New York
-$4.45M
3
ACM
Anfield Capital Management
California
-$3.15M
4
Barclays
Barclays
United Kingdom
-$3.04M
5
MCM
Maryland Capital Management
Maryland
-$1.92M
Name Holding Trade Value Shares
Change 		Change in
Stake
WT
151
Whittier Trust
California
$206K – – –
BIA
152
Barry Investment Advisors
Massachusetts
$205K +$196K +2,264 New
VWM
153
Venturi Wealth Management
Texas
$203K -$55.4K -641 -22%
CC
154
Courier Capital
New York
$203K +$194K +2,250 New
TP
155
Tranquility Partners
Tennessee
$203K +$194K +2,250 New
Marshall Wace
156
Marshall Wace
United Kingdom
$187K +$180K +2,081 New
APA
157
American Portfolios Advisors
New York
$182K – – –
IAG
158
Investmark Advisory Group
Connecticut
$181K +$174K +2,009 New
Bessemer Group
159
Bessemer Group
New Jersey
$173K – – –
Toronto Dominion Bank
160
Toronto Dominion Bank
Ontario, Canada
$170K +$163K +1,884 New
EAM
161
Erste Asset Management
Austria
$142K +$45.4K +525 +50%
CFA
162
Carroll Financial Associates
North Carolina
$131K – – –
HIIFS
163
Harel Insurance Investments & Financial Services
Israel
$129K – – –
SIC
164
Salem Investment Counselors
North Carolina
$126K – – –
NFG
165
Next Financial Group
Texas
$124K +$691 +8 +0.6%
Jones Financial Companies
166
Jones Financial Companies
Missouri
$121K +$115K +1,334 New
ACA
167
Atlas Capital Advisors
Wyoming
$119K +$86.4K +1,000 +317%
AF
168
Affiance Financial
Minnesota
$113K – – –
CIA
169
Choate Investment Advisors
Massachusetts
$113K +$108K +1,250 New
FHA
170
First Horizon Advisors
Tennessee
$108K -$25.9K -300 -20%
PA
171
Parallel Advisors
California
$100K – – –
US Bancorp
172
US Bancorp
Minnesota
$91K – – –
SPIA
173
Steward Partners Investment Advisory
New York
$90K – – –
AIC
174
Ayalon Insurance Company
Israel
$85K – – –
CFGS
175
Concourse Financial Group Securities
Alabama
$73K – – –
5 6
7
8 9

IXJ Hedge Fund Activity: Q4 2021 in Review

236 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2021, worth a combined $2.31B — up 14% from $2.03B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXJ positions and 22 closed out — a net gain of 23 holders — while 72 added to existing stakes and 50 trimmed.

The largest buyer was BlackRock, adding an estimated $33.3M. The largest seller was Citigroup, cutting an estimated $5.16M.

  • 236 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2021, up from 217 in Q3 2021.
  • Funds reported $2.31B of iShares Global Healthcare ETF stock for Q4 2021, up 14% quarter-over-quarter.
  • 45 funds opened new iShares Global Healthcare ETF positions in Q4 2021 and 22 closed out, a net change of +23 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2021 was BlackRock, an estimated $33.3M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2021 was Citigroup, an estimated $5.16M sold.

Based on aggregated 13F filings for Q4 2021.