We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

272 hedge funds and large institutions have $2.72B invested in iShares Global Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 84 increasing their positions, 72 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,175% more call options, than puts

Call options by funds: $102K | Put options by funds: $8K

68% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 22

17% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 72

5% more funds holding

Funds holding: 258 → 272 (+14)

2.04% more ownership

Funds ownership: 68.18% → 70.22% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

3% less capital invested

Capital invested by funds: $2.8B → $2.72B (-$74.5M)

Holders
272
Holders Change
+14
Holders Change %
+5.43%
% of All Funds
4.27%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
37
Increased
84
Reduced
72
Closed
22
Calls
$102K
Puts
$8K
Net Calls
+$94K
Net Calls Change
+$319K

Top Buyers

Rank Fund Capital Flow
1
PF
Phoenix Financial
Israel
+$107M
2
EWA
EP Wealth Advisors
California
+$24.5M
3
Goldman Sachs
Goldman Sachs
New York
+$8.47M
4
Bank of America
Bank of America
North Carolina
+$6.47M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$5.81M

Top Sellers

Rank Fund Capital Flow
1
Citigroup
Citigroup
New York
-$258M
2
FDCDDQ
Federation des caisses Desjardins du Quebec
Quebec, Canada
-$14.9M
3
BlackRock
BlackRock
New York
-$6.18M
4
Fidelity International
Fidelity International
Bermuda
-$3.58M
5
MD
Money Design
Japan
-$3.35M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
251
Institutional & Family Asset Management
Colorado
$5.52K – – –
RCM
252
Raleigh Capital Management
North Carolina
$5.27K -$6.14K -72 -54%
PK
253
Pflug Koory
Nebraska
$4.93K – – –
JWA
254
JFS Wealth Advisors
Pennsylvania
$4.25K +$2.98K +35 +233%
TFP
255
Tilia Fiduciary Partners
North Carolina
$4.17K +$4.18K +49 New
SWA
256
Sutton Wealth Advisors
Florida
$3.91K +$3.92K +46 New
TAM
257
Tucker Asset Management
Colorado
$3.74K – – –
CFB
258
Cullen/Frost Bankers
Texas
$3.4K – – –
GI
259
Gradient Investments
Minnesota
$3.31K +$3.33K +39 New
CP
260
Castleview Partners
Texas
$3.06K – – –
FFA
261
Farther Finance Advisors
California
$2.63K – – –
AAG
262
Armstrong Advisory Group
Massachusetts
$2.55K – – –
HWA
263
HHM Wealth Advisors
Tennessee
$2.55K – – –
EW
264
Element Wealth
Mississippi
$2.5K – – –
ST
265
Smithfield Trust
Pennsylvania
$2K – – –
TRCT
266
Tower Research Capital (TRC)
New York
$1.78K +$1.28K +15 +250%
KFI
267
Key Financial Inc
Pennsylvania
$1.7K – – –
TF
268
TimeScale Financial
Massachusetts
$1.53K +$1.53K +18 New
AAMA
269
Advanced Asset Management Advisors
Ohio
$1.02K – – –
VNA
270
Valley National Advisers
Pennsylvania
$1K – – –
AssetMark Inc
271
AssetMark Inc
California
$85 -$7.85K -92 -99%
FGAM
272
Financial Gravity Asset Management
Texas
$57 +$171 +2 +2%
CI
273
CPR Investments
Michigan
– -$3.19M -38,293 Closed
Thrivent Financial for Lutherans
274
Thrivent Financial for Lutherans
Minnesota
– -$2.3M -27,597 Closed
T
275
TCWP
Ohio
– -$2.19M -26,313 Closed
8 9 10
11
12

IXJ Hedge Fund Activity: Q2 2023 in Review

272 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2023, worth a combined $2.72B — down 2.7% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new IXJ positions and 22 closed out — a net gain of 15 holders — while 84 added to existing stakes and 72 trimmed.

The largest buyer was Phoenix Financial, opening a new position worth an estimated $107M. The largest seller was Citigroup, cutting an estimated $258M.

  • 272 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2023, up from 258 in Q1 2023.
  • Funds reported $2.72B of iShares Global Healthcare ETF stock for Q2 2023, down 2.7% quarter-over-quarter.
  • 37 funds opened new iShares Global Healthcare ETF positions in Q2 2023 and 22 closed out, a net change of +15 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2023 was Phoenix Financial, an estimated $107M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2023 was Citigroup, an estimated $258M sold.

Based on aggregated 13F filings for Q2 2023.