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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
CIBC World Market
76
CIBC World Market
Ontario, Canada
$1.03M +$20.8K +244 +2%
GRP
77
Global Retirement Partners
California
$1M +$137K +1,611 +16%
AWE
78
Avidian Wealth Enterprises
Texas
$983K +$360K +4,217 +57%
BCM
79
Brookstone Capital Management
Illinois
$952K +$39.4K +462 +4%
VAS
80
Vestmark Advisory Solutions
Massachusetts
$896K +$2.56K +30 +0.3%
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$851K -$9.47K -111 -1%
MML Investors Services
82
MML Investors Services
Massachusetts
$840K +$75K +879 +10%
Creative Planning
83
Creative Planning
Kansas
$840K +$2.05K +24 +0.2%
EH
84
Equitable Holdings
New York
$834K +$49K +575 +6%
SW
85
SVB Wealth
Massachusetts
$810K -$92.9K -1,089 -10%
Bank of Montreal
86
Bank of Montreal
Ontario, Canada
$798K +$13K +152 +2%
AWS
87
Atria Wealth Solutions
New York
$798K -$187K -2,192 -19%
SWP
88
ShoreHaven Wealth Partners
New Jersey
$772K -$33.3K -390 -4%
MWM
89
Maltin Wealth Management
New Jersey
$738K +$5.46K +64 +0.7%
CA
90
Cetera Advisors
Colorado
$720K +$140K +1,645 +24%
EM
91
ELCO Management
New York
$702K
AIM
92
Anchor Investment Management
South Carolina
$670K -$12.5K -146 -2%
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$631K -$22.1K -259 -3%
Northwestern Mutual Wealth Management
94
Northwestern Mutual Wealth Management
Wisconsin
$608K +$105K +1,230 +21%
BRWA
95
B. Riley Wealth Advisors
Florida
$595K -$98.3K -1,153 -14%
WP
96
WealthSource Partners
California
$589K -$29.9K -351 -5%
AWM
97
AE Wealth Management
Kansas
$579K +$87.2K +1,022 +18%
PIMG
98
Patriot Investment Management Group
Tennessee
$538K +$171 +2 +0%
Fidelity Investments
99
Fidelity Investments
Massachusetts
$535K +$27K +317 +5%
KCM
100
KM Capital Management
Texas
$528K -$536K -6,289 -50%

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.