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iShares Global Healthcare ETF

261 hedge funds and large institutions have $2.86B invested in iShares Global Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 81 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

2% more capital invested

Capital invested by funds: $2.81B → $2.86B (+$55.5M)

0.44% less ownership

Funds ownership: 71.02%70.58% (-0.44%)

8% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 36

2% less funds holding

Funds holding: 267261 (-6)

14% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 81

77% less call options, than puts

Call options by funds: $43K | Put options by funds: $191K

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
261
Holders Change
-6
Holders Change %
-2.25%
% of All Funds
3.81%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
33
Increased
70
Reduced
81
Closed
36
Calls
$43K
Puts
$191K
Net Calls
-$148K
Net Calls Change
-$148K
Name Holding Trade Value Shares
Change
Change in
Stake
CAN
76
Cetera Advisor Networks
California
$1.28M -$93.6K -1,129 -7%
Creative Planning
77
Creative Planning
Kansas
$1.27M -$125K -1,508 -9%
TAM
78
Tocqueville Asset Management
New York
$1.24M
DADC
79
D.A. Davidson & Co
Montana
$1.21M -$24.9K -301 -2%
CAPTRUST Financial Advisors
80
CAPTRUST Financial Advisors
North Carolina
$1.19M -$3.41M -41,104 -75%
GRP
81
Global Retirement Partners
California
$1.18M +$143K +1,723 +15%
CIBC World Market
82
CIBC World Market
Ontario, Canada
$1.14M +$9.45K +114 +0.9%
BWM
83
Bulltick Wealth Management
Florida
$1.07M -$534K -6,443 -34%
MIC
84
Meridian Investment Counsel
California
$1.06M
WWA
85
WCG Wealth Advisors
Nevada
$1.04M +$995K +12,009 New
MML Investors Services
86
MML Investors Services
Massachusetts
$1.01M -$15.3K -184 -2%
AWE
87
Avidian Wealth Enterprises
Texas
$1M -$25.8K -311 -3%
PAG
88
Private Advisor Group
New Jersey
$930K -$90.4K -1,091 -9%
Truist Financial
89
Truist Financial
North Carolina
$926K +$307K +3,704 +53%
SFA
90
Sequoia Financial Advisors
Ohio
$908K +$867K +10,466 New
PNC Financial Services Group
91
PNC Financial Services Group
Pennsylvania
$892K +$829 +10 +0.1%
MWM
92
Maltin Wealth Management
New Jersey
$791K +$19.8K +239 +3%
Fidelity Investments
93
Fidelity Investments
Massachusetts
$768K +$210K +2,539 +40%
Cerity Partners
94
Cerity Partners
New York
$749K +$500K +6,038 +233%
AWM
95
AE Wealth Management
Kansas
$746K +$127K +1,535 +22%
AIM
96
Anchor Investment Management
South Carolina
$717K +$39K +471 +6%
EM
97
ELCO Management
New York
$716K
LA
98
LM Advisors
California
$686K +$656K +7,913 New
Comerica Bank
99
Comerica Bank
Texas
$656K -$63K -760 -9%
SW
100
SVB Wealth
Massachusetts
$637K -$45.8K -553 -7%

IXJ Hedge Fund Activity: Q4 2023 in Review

261 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2023, worth a combined $2.86B — up 2% from $2.81B a quarter earlier.

Sellers outnumbered buyers: 36 funds closed out of IXJ and 33 opened new positions — a net loss of 3 holders — while 81 trimmed existing stakes and 70 added.

The largest buyer was Morgan Stanley, adding an estimated $52.8M. The largest seller was Fidelity International, cutting an estimated $61.3M.

  • 261 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2023, down from 267 in Q3 2023.
  • Funds reported $2.86B of iShares Global Healthcare ETF stock for Q4 2023, up 2% quarter-over-quarter.
  • 33 funds opened new iShares Global Healthcare ETF positions in Q4 2023 and 36 closed out, a net change of -3 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2023 was Morgan Stanley, an estimated $52.8M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2023 was Fidelity International, an estimated $61.3M sold.

Based on aggregated 13F filings for Q4 2023.