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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
MAM
51
Marotta Asset Management
Virginia
$2.1M +$2.1M +24,679 New
CAM
52
Crestone Asset Management
Colorado
$2.03M -$290K -3,395 -12%
SC
53
Scotia Capital
Ontario, Canada
$1.96M -$403K -4,721 -17%
HighTower Advisors
54
HighTower Advisors
Illinois
$1.81M +$52.6K +617 +3%
WLIM
55
White Lighthouse Investment Management
Massachusetts
$1.77M -$11.1K -130 -0.6%
CBFP
56
Cedar Brook Financial Partners
Ohio
$1.71M +$45.5K +534 +3%
Marshall Wace
57
Marshall Wace
United Kingdom
$1.71M +$564K +6,616 +49%
IPAM
58
ICICI Prudential Asset Management
India
$1.68M -$448K -5,250 -21%
GCP
59
GSA Capital Partners
United Kingdom
$1.68M -$426K -4,990 -20%
JMPWA
60
JP Morgan Private Wealth Advisors
California
$1.65M +$163K +1,908 +11%
Bessemer Group
61
Bessemer Group
New Jersey
$1.62M -$122K -1,425 -7%
Stifel Financial
62
Stifel Financial
Missouri
$1.62M +$123K +1,444 +8%
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.58M +$17K +199 +1%
Mercer Global Advisors
64
Mercer Global Advisors
Colorado
$1.49M -$26.2K -307 -2%
CAN
65
Cetera Advisor Networks
California
$1.46M -$168K -1,968 -10%
TFF
66
The Family Firm
Maryland
$1.41M +$1.19K +14 +0.1%
National Bank of Canada
67
National Bank of Canada
Quebec, Canada
$1.41M -$7.85K -92 -0.6%
PAMS
68
Pictet Asset Management (Switzerland)
Switzerland
$1.39M -$274K -3,212 -16%
CGA
69
Crescent Grove Advisors
Illinois
$1.36M
Renaissance Technologies
70
Renaissance Technologies
New York
$1.3M +$1.31M +15,312 New
Cerity Partners
71
Cerity Partners
New York
$1.26M -$42.2K -495 -3%
TAM
72
Tocqueville Asset Management
New York
$1.22M
DADC
73
D.A. Davidson & Co
Montana
$1.21M -$2.3K -27 -0.2%
MIC
74
Meridian Investment Counsel
California
$1.04M
PAG
75
Private Advisor Group
New Jersey
$1.04M -$34.1K -400 -3%

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.