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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
KTC
101
Kistler-Tiffany Companies
Pennsylvania
$527K
OWA
102
One Wealth Advisors
California
$525K +$21.4K +251 +4%
KWA
103
KCS Wealth Advisory
California
$520K +$13.9K +163 +3%
EWA
104
Exencial Wealth Advisors
Oklahoma
$518K -$74K -868 -12%
PP
105
Patron Partners
Texas
$517K -$2.9K -34 -0.6%
NL
106
NWAM LLC
Washington
$508K -$67.7K -794 -12%
SB
107
Strategic Blueprint
Georgia
$502K +$106K +1,247 +27%
CPC
108
Cookson Peirce & Co
Pennsylvania
$495K +$135K +1,583 +37%
BDFN
109
Bond & Devick Financial Network
Minnesota
$485K +$67.7K +794 +16%
FA
110
FDx Advisors
Illinois
$475K +$103K +1,210 +28%
ICP
111
Interchange Capital Partners
Pennsylvania
$473K +$78.1K +916 +20%
WP
112
WMS Partners
Maryland
$458K -$221K -2,593 -33%
AAS
113
Avantax Advisory Services
Texas
$453K +$63K +739 +16%
EWA
114
EP Wealth Advisors
California
$444K +$24.5M +287,647 +7,892%
AC
115
ASB Consultores
Florida
$431K +$433K +5,072 New
Millennium Management
116
Millennium Management
New York
$430K +$432K +5,062 New
DC
117
Davenport & Co
Virginia
$430K -$8.02K -94 -2%
QFA
118
Quattro Financial Advisors
Texas
$425K -$426K -5,000 -50%
SPW
119
Sonoma Private Wealth
California
$424K -$1.53K -18 -0.4%
EHC
120
Everett Harris & Co
California
$404K
CWA
121
Continuum Wealth Advisors
New York
$399K -$16.4K -192 -4%
BW
122
Bison Wealth
Georgia
$398K +$28K +328 +8%
CC
123
Courier Capital
New York
$394K +$396K +4,641 New
GCA
124
Greenwood Capital Associates
South Carolina
$394K -$2.9K -34 -0.7%
CFA
125
Cahill Financial Advisors
Minnesota
$393K

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.