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iShares Global Healthcare ETF
IXJ

267 hedge funds and large institutions have $2.81B invested in iShares Global Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

3% more capital invested

Capital invested by funds: $2.72B → $2.81B (+$84.9M)

0.79% more ownership

Funds ownership: 70.22% → 71.02% (+0.79%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 272 → 267 (-5)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
267
Holders Change
-5
Holders Change %
-1.84%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
76
Reduced
66
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$130M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$30M
3
Fidelity International
Fidelity International
Bermuda
+$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.61M
5
Barclays
Barclays
United Kingdom
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$24.4M
2
Bank of America
Bank of America
North Carolina
-$14.9M
3
Goldman Sachs
Goldman Sachs
New York
-$7.92M
4
Morgan Stanley
Morgan Stanley
New York
-$7.91M
5
RBA
Richard Bernstein Advisors
New York
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
251
Sutton Wealth Advisors
Florida
$3.79K – – –
GWM
252
Geneos Wealth Management
Colorado
$3.71K +$3.82K +45 New
TAM
253
Tucker Asset Management
Colorado
$3.63K – – –
CFB
254
Cullen/Frost Bankers
Texas
$3.3K – – –
GI
255
Gradient Investments
Minnesota
$3.21K – – –
AF
256
Allworth Financial
California
$3.19K -$4.84K -57 -59%
CP
257
Castleview Partners
Texas
$2.97K – – –
AAG
258
Armstrong Advisory Group
Massachusetts
$2.47K – – –
HWA
259
HHM Wealth Advisors
Tennessee
$2.47K – – –
HNB
260
Huntington National Bank
Ohio
$2.47K – – –
EW
261
Element Wealth
Mississippi
$2.42K – – –
JWA
262
JFS Wealth Advisors
Pennsylvania
$2.14K -$2.04K -24 -48%
ST
263
Smithfield Trust
Pennsylvania
$2K – – –
LF
264
Lee Financial
Texas
$1.98K +$2.04K +24 New
RFA
265
Register Financial Advisors
Georgia
$1.9K +$1.95K +23 New
KFI
266
Key Financial Inc
Pennsylvania
$1.65K – – –
AAMA
267
Advanced Asset Management Advisors
Ohio
$989 – – –
FGAM
268
Financial Gravity Asset Management
Texas
$604 -$6.53K -77 -91%
Susquehanna International Group
269
Susquehanna International Group
Pennsylvania
– -$3.84M -45,162 Closed
Citadel Advisors
270
Citadel Advisors
Florida
– -$2.61M -30,724 Closed
Renaissance Technologies
271
Renaissance Technologies
New York
– -$1.3M -15,312 Closed
VAS
272
Vestmark Advisory Solutions
Massachusetts
– -$896K -10,543 Closed
WP
273
WMS Partners
Maryland
– -$458K -5,385 Closed
AC
274
ASB Consultores
Florida
– -$431K -5,072 Closed
QFA
275
Quattro Financial Advisors
Texas
– -$425K -5,000 Closed
8 9 10
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IXJ Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2023, worth a combined $2.81B — up 3.1% from $2.72B a quarter earlier.

Fund positioning in IXJ was balanced in Q3 2023: 27 funds opened new positions, 27 closed out, 76 added to existing stakes and 66 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $130M. The largest seller was EP Wealth Advisors, cutting an estimated $24.4M.

  • 267 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2023, down from 272 in Q2 2023.
  • Funds reported $2.81B of iShares Global Healthcare ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
  • 27 funds opened new iShares Global Healthcare ETF positions in Q3 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2023 was Fisher Asset Management, an estimated $130M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2023.