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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
FC
26
FCA Corp
Texas
$4.24M -$272K -3,190 -6%
SG Americas Securities
27
SG Americas Securities
New York
$4.21M – – –
RJA
28
Raymond James & Associates
Florida
$4.05M -$56.5K -662 -1%
Janney Montgomery Scott
29
Janney Montgomery Scott
Pennsylvania
$4M -$224K -2,623 -5%
Jane Street
30
Jane Street
New York
$3.93M -$515K -6,042 -12%
IWC
31
Integrated Wealth Concepts
Massachusetts
$3.91M -$336K -3,937 -8%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$3.84M +$3.85M +45,162 New
BS
33
Banco Santander
Spain
$3.75M +$3.42M +40,090 +980%
Mirae Asset Global Investments
34
Mirae Asset Global Investments
South Korea
$3.61M +$131K +1,536 +4%
AF
35
Apexium Financial
Texas
$3.6M -$347K -4,064 -9%
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$3.21M +$744K +8,720 +30%
AIC
37
Ayalon Insurance Company
Israel
$3.13M – – –
SC
38
Slow Capital
California
$2.77M -$25.7K -301 -0.9%
Citadel Advisors
39
Citadel Advisors
Florida
$2.61M +$1.08M +12,670 +70%
Ameriprise
40
Ameriprise
Minnesota
$2.57M +$55.8K +654 +2%
TCA
41
Transcend Capital Advisors
New Jersey
$2.44M -$16.4K -192 -0.7%
BWM
42
Bulltick Wealth Management
Florida
$2.43M +$1.4M +16,409 +135%
TPW
43
Transatlantique Private Wealth
New York
$2.42M +$3.84K +45 +0.2%
FANJ
44
Financial Architects (New Jersey)
New Jersey
$2.33M +$2.64K +31 +0.1%
AWA
45
Arete Wealth Advisors
Illinois
$2.29M +$154K +1,808 +7%
TWC
46
TD Waterhouse Canada
Ontario, Canada
$2.29M -$6.14K -72 -0.3%
Truist Financial
47
Truist Financial
North Carolina
$2.25M +$1.4M +16,376 +162%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.21M +$306K +3,592 +16%
Barclays
49
Barclays
United Kingdom
$2.18M – – –
CB
50
Community Bank
New York
$2.14M – – –
1
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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.