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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
BlackRock
1
BlackRock
New York
$1.27B +$39.5M +467,193 +3%
Citigroup
2
Citigroup
New York
$277M -$72.9M -861,610 -21%
Bank of America
3
Bank of America
North Carolina
$130M +$1.3M +15,358 +1%
Morgan Stanley
4
Morgan Stanley
New York
$46.9M +$365K +4,316 +0.8%
JP Morgan Chase
5
JP Morgan Chase
New York
$45.4M +$2.68M +31,641 +7%
Bank of New York Mellon
6
Bank of New York Mellon
New York
$42.5M -$89.9K -1,063 -0.2%
RBA
7
Richard Bernstein Advisors
New York
$33.1M +$1.04M +12,246 +3%
CS
8
Credit Suisse
Switzerland
$25.1M -$97.2K -1,149 -0.4%
CFM
9
Capricorn Fund Managers
United Kingdom
$24.8M – – –
UBS Group
10
UBS Group
Switzerland
$20.2M +$1.02M +12,000 +5%
MD
11
Money Design
Japan
$14.7M +$1.48M +17,510 +12%
Fisher Asset Management
12
Fisher Asset Management
Washington
$13.5M -$2.21M -26,125 -15%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$12.8M -$547K -6,463 -4%
LPL Financial
14
LPL Financial
California
$9.86M -$379K -4,479 -4%
EVM
15
Eaton Vance Management
Massachusetts
$9.19M -$886K -10,478 -9%
Osaic Holdings
16
Osaic Holdings
Arizona
$9.06M +$146K +1,721 +2%
Wells Fargo
17
Wells Fargo
California
$7.57M -$210K -2,486 -3%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$6.53M +$62.7K +741 +1%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$6.47M -$152K -1,799 -2%
FIBT
20
First International Bank & Trust
North Dakota
$5.93M +$5.73M +67,734 New
CWA
21
Clarity Wealth Advisors
California
$5.2M +$126K +1,489 +3%
Envestnet Asset Management
22
Envestnet Asset Management
Illinois
$5.04M +$205K +2,426 +4%
Schroder Investment Management Group
23
Schroder Investment Management Group
United Kingdom
$4.95M +$4.74M +56,000 New
SG Americas Securities
24
SG Americas Securities
New York
$4.47M +$4.31M +51,000 New
FC
25
FCA Corp
Texas
$4.44M +$23.6K +279 +0.6%
1
2 3 4 5

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.