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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
PP
201
Pacifica Partners
Canada
$21K – – –
BWP
202
Baldwin Wealth Partners
Massachusetts
$18K – – –
TFGT
203
TS Financial Group (TSFG)
Illinois
$17K – – –
IA
204
IFP Advisors
Florida
$16K +$6.09K +72 +34%
GLLW
205
Graves Light Lenhart Wealth
Virginia
$15K – – –
NSIM
206
North Star Investment Management
Illinois
$15K – – –
AWM
207
Angeles Wealth Management
California
$15K +$14.1K +167 New
HNWAG
208
High Net Worth Advisory Group
Florida
$13K – – –
BNP Paribas Financial Markets
209
BNP Paribas Financial Markets
France
$12.1K +$11.7K +138 New
CFD
210
Creative Financial Designs
Indiana
$10K – – –
RCM
211
Raleigh Capital Management
North Carolina
$10K +$9.31K +110 New
EWM
212
EPG Wealth Management
Georgia
$9K – – –
LFASL
213
Lugano Financial Advisors SA (LFA)
Switzerland
$9K – – –
MCA
214
Maryland Capital Advisors
Maryland
$9K – – –
PGAM
215
Princeton Global Asset Management
New Jersey
$9K – – –
VAM
216
Vienna Asset Management
California
$9K +$8.46K +100 New
MA
217
Montag & Associates
Georgia
$8K – – –
WB
218
Webster Bank
Connecticut
$8K – – –
UB
219
UMB Bank
Missouri
$7K +$7.11K +84 New
GCA
220
Greenwood Capital Associates
South Carolina
$6K -$3.17M -37,464 -100%
IFAM
221
Institutional & Family Asset Management
Colorado
$5K – – –
PK
222
Pflug Koory
Nebraska
$5K – – –
WA
223
Win Advisors
Florida
$5K +$4.4K +52 New
MRC
224
Millburn Ridgefield Corp
New York
$4K -$4.06K -48 -53%
TAM
225
Tucker Asset Management
Colorado
$3.85K – – –
7 8
9
10 11

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.