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iShares Global Healthcare ETF

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: 12 (+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: 217236 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.27B +$33.3M +385,272 +3%
Citigroup
2
Citigroup
New York
$364M -$5.16M -59,760 -1%
Bank of America
3
Bank of America
North Carolina
$133M +$3.01M +34,855 +2%
Bank Julius Baer & Co
4
Bank Julius Baer & Co
Switzerland
$49.4M +$3.11M +36,038 +7%
Morgan Stanley
5
Morgan Stanley
New York
$47.9M +$2.81M +32,496 +7%
JP Morgan Chase
6
JP Morgan Chase
New York
$43.9M +$2.32M +26,870 +6%
Bank of New York Mellon
7
Bank of New York Mellon
New York
$43.9M +$738K +8,542 +2%
RBA
8
Richard Bernstein Advisors
New York
$33.3M +$1.18M +13,626 +4%
CS
9
Credit Suisse
Switzerland
$26M +$24.5M +283,044 +5,598%
CFM
10
Capricorn Fund Managers
United Kingdom
$25.6M +$24.5M +283,044 New
UBS Group
11
UBS Group
Switzerland
$19.7M -$137K -1,581 -0.7%
Fisher Asset Management
12
Fisher Asset Management
Washington
$16.2M +$2.09M +24,235 +16%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$13.8M +$1.78M +20,599 +16%
MD
14
Money Design
Japan
$13.6M +$10.4M +120,114 +396%
LPL Financial
15
LPL Financial
California
$10.6M +$261K +3,021 +3%
EVM
16
Eaton Vance Management
Massachusetts
$10.4M +$5.93M +68,638 +147%
HW
17
Hamilton Wealth
California
$9.42M +$1.76M +20,306 +24%
Wells Fargo
18
Wells Fargo
California
$8.03M +$63.9K +739 +0.8%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.83M +$506K +5,854 +8%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$6.67M -$360K -4,160 -5%
Osaic Holdings
21
Osaic Holdings
Arizona
$6.38M +$420K +4,863 +7%
CWA
22
Clarity Wealth Advisors
California
$5.23M +$153K +1,766 +3%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$5.09M +$3.34M +38,597 +218%
FDCDDQ
24
Federation des caisses Desjardins du Quebec
Quebec, Canada
$5.07M -$522K -6,045 -10%
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$4.97M +$218K +2,528 +5%

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.