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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
ECAM
126
East Coast Asset Management
Massachusetts
$380K – – –
GT
127
Greenleaf Trust
Michigan
$355K – – –
BPA
128
Beacon Pointe Advisors
California
$354K – – –
Fifth Third Bancorp
129
Fifth Third Bancorp
Ohio
$351K -$13.1K -154 -4%
BFS
130
Bradley Foster & Sargent
Connecticut
$349K – – –
SFP
131
Sweet Financial Partners
Minnesota
$341K – – –
ASN
132
Advisory Services Network
Georgia
$339K +$30.6K +359 +10%
MC
133
Mathes Company
New York
$336K +$337K +3,950 New
CS
134
Credit Suisse
Switzerland
$335K -$285K -3,341 -46%
WWM
135
Western Wealth Management
Colorado
$335K -$9.81K -115 -3%
MIA
136
MMBG Investment Advisors
Florida
$326K – – –
SFPG
137
Stonebridge Financial Planning Group
Florida
$324K +$325K +3,815 New
BFA
138
Beacon Financial Advisory
Ohio
$316K +$2.13K +25 +0.7%
WAL
139
W Advisors LLC
Tennessee
$311K – – –
HWM
140
HB Wealth Management
Georgia
$307K – – –
TF
141
Tompkins Financial
New York
$306K – – –
FRA
142
Front Row Advisors
California
$305K -$5.97K -70 -2%
WA
143
Wealthstar Advisors
Texas
$302K -$2.13K -25 -0.7%
MAG
144
Mayfair Advisory Group
Alabama
$301K -$20K -235 -6%
CHA
145
Carmichael Hill & Associates
Maryland
$297K +$426 +5 +0.1%
William Blair & Company
146
William Blair & Company
Illinois
$295K +$18.8K +220 +7%
BPC
147
Banque Pictet & Cie
Switzerland
$290K – – –
SCM
148
SOL Capital Management
Maryland
$289K – – –
CWM
149
Cordatus Wealth Management
Pennsylvania
$284K +$285K +3,338 New
PFS
150
Prospera Financial Services
Texas
$284K – – –
4 5
6
7 8

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.