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iShares Global Healthcare ETF

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: 258272 (+14)

2.04% more ownership

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

0% more funds holding in top 10

Funds holding in top 10: 22 (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
Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
276
Analyst IMS Investment Management Services
Israel
-$750K -9,071 Closed
MCC
277
Money Concepts Capital
Florida
-$304K -7,977 Closed
V
278
Veritable
Delaware
-$500K -6,003 Closed
Baird Financial Group
279
Baird Financial Group
Wisconsin
-$316K -3,795 Closed
Lido Advisors
280
Lido Advisors
California
-$307K -3,680 Closed
BAM
281
Belpointe Asset Management
Nevada
-$170K -2,038 Closed
TCWA
282
Ten Capital Wealth Advisors
Washington
-$113K -1,360 Closed
WIM
283
WealthPlan Investment Management
Nebraska
-$46.7K -560 Closed
PCM
284
Pointe Capital Management
Michigan
-$41.7K -500 Closed
Deutsche Bank
285
Deutsche Bank
Germany
-$21.9K -263 Closed
FMP
286
Financial Management Professionals
Texas
-$11K -137 Closed
MCA
287
Maryland Capital Advisors
Maryland
-$8.34K -100 Closed
PCMC
288
Private Capital Management (Colorado)
Colorado
-$6.75K -81 Closed
HWA
289
Heritage Wealth Advisors
Virginia
-$4.33K -52 Closed
MRC
290
Millburn Ridgefield Corp
New York
-$3.5K -42 Closed
EI
291
Ellevest Inc
New York
-$3K -36 Closed
GFWA
292
Grey Fox Wealth Advisors
Delaware
-$3K -36 Closed
GWANC
293
Guardian Wealth Advisors (North Carolina)
North Carolina
-$1.58K -19 Closed
AAS
294
Ameritas Advisory Services
Nebraska
-$438 -5 Closed

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.