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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
IA
201
IFP Advisors
Florida
$25K +$13.3K +164 +58%
PP
202
Pacifica Partners
Canada
$22K +$2.83K +35 +14%
Deutsche Bank
203
Deutsche Bank
Germany
$20K +$21.3K +263 New
EDRH
204
Edmond de Rothschild Holding
Switzerland
$17K -$18.8K -232 -51%
SWM
205
Spire Wealth Management
Virginia
$17K +$18.6K +230 New
SIS
206
Sound Income Strategies
Florida
$16K +$16.8K +208 New
BWP
207
Baldwin Wealth Partners
Massachusetts
$15K
TFGT
208
TS Financial Group (TSFG)
Illinois
$14K
AWM
209
Angeles Wealth Management
California
$13K
NSIM
210
North Star Investment Management
Illinois
$13K
HNWAG
211
High Net Worth Advisory Group
Florida
$11K
CFD
212
Creative Financial Designs
Indiana
$9K
TCOV
213
Trust Company of Vermont
Vermont
$9K +$10.2K +126 New
MCA
214
Maryland Capital Advisors
Maryland
$8K
PGAM
215
Princeton Global Asset Management
New Jersey
$8K
RCM
216
Raleigh Capital Management
North Carolina
$8K
EWM
217
EPG Wealth Management
Georgia
$8K +$8.09K +100 New
MA
218
Montag & Associates
Georgia
$7K
WB
219
Webster Bank
Connecticut
$7K
AssetMark Inc
220
AssetMark Inc
California
$7K +$7.77K +96 New
RIA
221
Realta Investment Advisors
Delaware
$6K +$6.07K +75 New
IFAM
222
Institutional & Family Asset Management
Colorado
$5K
PK
223
Pflug Koory
Nebraska
$4K
MRC
224
Millburn Ridgefield Corp
New York
$4K +$1.29K +16 +46%
TAM
225
Tucker Asset Management
Colorado
$3.6K

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.