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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
SB
151
Strategic Blueprint
Georgia
$338K – – –
HIM
152
Hanlon Investment Management
New Jersey
$337K +$327K +3,970 New
MC
153
Mathes Company
New York
$335K – – –
WWM
154
Western Wealth Management
Colorado
$335K -$325K -3,936 -50%
CSPAM
155
Cary Street Partners Asset Management
Virginia
$334K +$324K +3,932 New
MIA
156
MMBG Investment Advisors
Florida
$331K – – –
W
157
WealthOne
New York
$322K +$313K +3,799 New
BFA
158
Beacon Financial Advisory
Ohio
$322K +$1.4K +17 +0.5%
Baird Financial Group
159
Baird Financial Group
Wisconsin
$322K – – –
MAG
160
Mayfair Advisory Group
Alabama
$315K +$309K +3,745 New
MMA
161
Miracle Mile Advisors
California
$312K -$13.3K -161 -4%
WA
162
Wealthstar Advisors
Texas
$310K +$330 +4 +0.1%
FRA
163
Front Row Advisors
California
$310K -$14.5K -176 -5%
HWM
164
HB Wealth Management
Georgia
$309K +$79.6K +965 +36%
TF
165
Tompkins Financial
New York
$306K – – –
Lido Advisors
166
Lido Advisors
California
$297K -$31.3K -379 -10%
CHA
167
Carmichael Hill & Associates
Maryland
$296K +$330 +4 +0.1%
EWA
168
EP Wealth Advisors
California
$294K +$286K +3,463 New
SCM
169
SOL Capital Management
Maryland
$289K – – –
CFGS
170
Concourse Financial Group Securities
Alabama
$286K +$232K +2,808 +501%
William Blair & Company
171
William Blair & Company
Illinois
$283K -$18.3K -222 -6%
HBW
172
Hazlett, Burt & Watson
West Virginia
$281K – – –
Chevy Chase Trust
173
Chevy Chase Trust
Maryland
$280K – – –
GIA
174
Goodwin Investment Advisory
Georgia
$257K -$73.2K -888 -23%
SPIA
175
Steward Partners Investment Advisory
New York
$257K +$495 +6 +0.2%
5 6
7
8 9

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.