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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
BlackRock
1
BlackRock
New York
$1.13B +$17.1M +211,368 +1%
Citigroup
2
Citigroup
New York
$242M +$2.02M +24,960 +0.8%
Fisher Asset Management
3
Fisher Asset Management
Washington
$123M +$120M +1,488,474 +1,031%
Bank of America
4
Bank of America
North Carolina
$114M +$1.97M +24,408 +2%
FDCDDQ
5
Federation des caisses Desjardins du Quebec
Quebec, Canada
$48M +$47.8M +591,091 +1,303%
Morgan Stanley
6
Morgan Stanley
New York
$41.7M -$281K -3,474 -0.6%
JP Morgan Chase
7
JP Morgan Chase
New York
$39.2M +$148K +1,825 +0.4%
Bank of New York Mellon
8
Bank of New York Mellon
New York
$37.3M +$2.01M +24,871 +5%
Fidelity International
9
Fidelity International
Bermuda
$31M +$5.49M +67,917 +20%
RBA
10
Richard Bernstein Advisors
New York
$29.7M +$479K +5,925 +2%
PAMS
11
Pictet Asset Management (Switzerland)
Switzerland
$28.8M -$66.9K -827 -0.2%
CS
12
Credit Suisse
Switzerland
$21.9M +$71.6K +885 +0.3%
UBS Group
13
UBS Group
Switzerland
$21.4M +$912K +11,269 +4%
CFM
14
Capricorn Fund Managers
United Kingdom
$21.3M
MD
15
Money Design
Japan
$16.8M +$3.28M +40,606 +22%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$13.1M -$692K -8,560 -5%
B
17
Barings
North Carolina
$11.3M
EVM
18
Eaton Vance Management
Massachusetts
$10.5M +$2.8M +34,560 +33%
LPL Financial
19
LPL Financial
California
$8.52M +$178K +2,205 +2%
Wells Fargo
20
Wells Fargo
California
$6.91M +$122K +1,514 +2%
5L
21
55I LLC
Massachusetts
$6.16M +$6.61M +81,723 New
FIBT
22
First International Bank & Trust
North Dakota
$5.89M +$212K +2,621 +3%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$5.85M +$190K +2,348 +3%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$5.7M +$52.5K +649 +0.9%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.54M +$291K +3,599 +5%

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.