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iShares Global Healthcare ETF
IXJ

258 hedge funds and large institutions have $2.8B invested in iShares Global Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 73 increasing their positions, 81 reducing their positions, and 35 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.66% more ownership

Funds ownership: 67.52% → 68.18% (+0.66%)

10% less repeat investments, than reductions

Existing positions increased: 73 | Existing positions reduced: 81

4% less funds holding

Funds holding: 270 → 258 (-12)

11% less first-time investments, than exits

New positions opened: 31 | Existing positions closed: 35

46% less capital invested

Capital invested by funds: $5.18B → $2.8B (-$2.38B)

53% less call options, than puts

Call options by funds: $200K | Put options by funds: $425K

60% less funds holding in top 10

Funds holding in top 10: 5 → 2 (-3)

Holders
258
Holders Change
-12
Holders Change %
-4.44%
% of All Funds
4.11%
Holding in Top 10
2
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-60%
% of All Funds
0.03%
New
31
Increased
73
Reduced
81
Closed
35
Calls
$200K
Puts
$425K
Net Calls
-$225K
Net Calls Change
-$716K

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$114M
2
BlackRock
BlackRock
New York
+$11.2M
3
Citigroup
Citigroup
New York
+$9.35M
4
Bank of America
Bank of America
North Carolina
+$4.2M
5
RBA
Richard Bernstein Advisors
New York
+$3.74M

Top Sellers

Rank Fund Capital Flow
1
AssetMark Inc
AssetMark Inc
California
-$135M
2
PAMS
Pictet Asset Management (Switzerland)
Switzerland
-$27.8M
3
CFM
Capricorn Fund Managers
United Kingdom
-$24M
4
CS
Credit Suisse
Switzerland
-$23.8M
5
CIM
Cambria Investment Management
California
-$13.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
KFI
251
Key Financial Inc
Pennsylvania
$1.67K – – –
GWANC
252
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.58K +$1.57K +19 New
JWA
253
JFS Wealth Advisors
Pennsylvania
$1.25K +$1.24K +15 New
AAMA
254
Advanced Asset Management Advisors
Ohio
$1K – – –
TRCT
255
Tower Research Capital (TRC)
New York
$1K +$83 +1 +20%
FGAM
256
Financial Gravity Asset Management
Texas
$638 -$166 -2 -2%
AAS
257
Ameritas Advisory Services
Nebraska
$438 +$414 +5 New
CFM
258
Capricorn Fund Managers
United Kingdom
– -$24M -283,044 Closed
CIM
259
Cambria Investment Management
California
– -$13.8M -163,170 Closed
B
260
Barings
North Carolina
– -$12.6M -148,956 Closed
FIBT
261
First International Bank & Trust
North Dakota
– -$6.57M -77,377 Closed
BCM
262
Beaumont Capital Management
Massachusetts
– -$3.49M -41,093 Closed
ACP
263
Aveo Capital Partners
Colorado
– -$2.7M -31,756 Closed
Susquehanna International Group
264
Susquehanna International Group
Pennsylvania
– -$2.35M -28,349 Closed
ACM
265
Anfield Capital Management
California
– -$2.39M -28,041 Closed
AG
266
Ascent Group
Virginia
– -$2.32M -27,290 Closed
WI
267
WBI Investments
New Jersey
– -$2.26M -26,648 Closed
CAG
268
Csenge Advisory Group
Florida
– -$1.78M -20,997 Closed
AI
269
Atria Investments
North Carolina
– -$1.22M -14,332 Closed
Renaissance Technologies
270
Renaissance Technologies
New York
– -$747K -8,800 Closed
SWP
271
Stratos Wealth Partners
Ohio
– -$591K -6,962 Closed
SPC
272
Sigma Planning Corp
Michigan
– -$518K -6,107 Closed
FIM
273
Freedom Investment Management
Connecticut
– -$499K -5,879 Closed
IP
274
Ignite Planners
California
– -$443K -5,240 Closed
CI
275
CX Institutional
Indiana
– -$411K -4,838 Closed
8 9 10
11
12

IXJ Hedge Fund Activity: Q1 2023 in Review

258 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2023, worth a combined $2.8B — down 46% from $5.18B a quarter earlier.

Sellers outnumbered buyers: 35 funds closed out of IXJ and 31 opened new positions — a net loss of 4 holders — while 81 trimmed existing stakes and 73 added.

The largest buyer was Fisher Asset Management, adding an estimated $114M. The largest seller was AssetMark Inc, cutting an estimated $135M.

  • 258 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2023, down from 270 in Q4 2022.
  • Funds reported $2.8B of iShares Global Healthcare ETF stock for Q1 2023, down 46% quarter-over-quarter.
  • 31 funds opened new iShares Global Healthcare ETF positions in Q1 2023 and 35 closed out, a net change of -4 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2023 was Fisher Asset Management, an estimated $114M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2023 was AssetMark Inc, an estimated $135M sold.

Based on aggregated 13F filings for Q1 2023.