We are live on ! Find out more
IXJ icon

iShares Global Healthcare ETF
IXJ

267 hedge funds and large institutions have $2.81B invested in iShares Global Healthcare ETF in 2023 Q3 according to their latest regulatory filings, with 27 funds opening new positions, 76 increasing their positions, 66 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more repeat investments, than reductions

Existing positions increased: 76 | Existing positions reduced: 66

3% more capital invested

Capital invested by funds: $2.72B → $2.81B (+$84.9M)

0.79% more ownership

Funds ownership: 70.22% → 71.02% (+0.79%)

0% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 27

2% less funds holding

Funds holding: 272 → 267 (-5)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
267
Holders Change
-5
Holders Change %
-1.84%
% of All Funds
4.24%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
27
Increased
76
Reduced
66
Closed
27
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fisher Asset Management
Fisher Asset Management
Washington
+$130M
2
Corient Private Wealth
Corient Private Wealth
Florida
+$30M
3
Fidelity International
Fidelity International
Bermuda
+$10.3M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.61M
5
Barclays
Barclays
United Kingdom
+$7.65M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$24.4M
2
Bank of America
Bank of America
North Carolina
-$14.9M
3
Goldman Sachs
Goldman Sachs
New York
-$7.92M
4
Morgan Stanley
Morgan Stanley
New York
-$7.91M
5
RBA
Richard Bernstein Advisors
New York
-$6.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Portfolio Solutions
126
Envestnet Portfolio Solutions
Illinois
$377K +$388K +4,576 New
Millennium Management
127
Millennium Management
New York
$371K -$47.7K -562 -11%
ECAM
128
East Coast Asset Management
Massachusetts
$369K – – –
WAL
129
W Advisors LLC
Tennessee
$358K +$58.2K +686 +19%
BPA
130
Beacon Pointe Advisors
California
$354K +$10.6K +125 +3%
BFS
131
Bradley Foster & Sargent
Connecticut
$349K – – –
GT
132
Greenleaf Trust
Michigan
$345K – – –
WA
133
Wealth Alliance
New York
$344K +$354K +4,170 New
Fifth Third Bancorp
134
Fifth Third Bancorp
Ohio
$341K – – –
FTUS
135
Flow Traders U.S.
New York
$339K +$349K +4,115 New
CS
136
Credit Suisse
Switzerland
$334K +$9.16K +108 +3%
RG
137
Rathbones Group
United Kingdom
$333K +$343K +4,038 New
SFP
138
Sweet Financial Partners
Minnesota
$331K – – –
MC
139
Mathes Company
New York
$326K – – –
WWM
140
Western Wealth Management
Colorado
$325K – – –
MIA
141
MMBG Investment Advisors
Florida
$321K – – –
EWA
142
EP Wealth Advisors
California
$319K -$24.4M -287,417 -99%
GEA
143
Glen Eagle Advisors
New Jersey
$310K +$38.9K +459 +14%
PFS
144
Prospera Financial Services
Texas
$308K +$34.1K +402 +12%
BFA
145
Beacon Financial Advisory
Ohio
$307K – – –
HWM
146
HB Wealth Management
Georgia
$298K – – –
FRA
147
Front Row Advisors
California
$295K – – –
WA
148
Wealthstar Advisors
Texas
$293K – – –
William Blair & Company
149
William Blair & Company
Illinois
$290K +$3.65K +43 +1%
CHA
150
Carmichael Hill & Associates
Maryland
$288K – – –
4 5
6
7 8

IXJ Hedge Fund Activity: Q3 2023 in Review

267 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2023, worth a combined $2.81B — up 3.1% from $2.72B a quarter earlier.

Fund positioning in IXJ was balanced in Q3 2023: 27 funds opened new positions, 27 closed out, 76 added to existing stakes and 66 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $130M. The largest seller was EP Wealth Advisors, cutting an estimated $24.4M.

  • 267 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2023, down from 272 in Q2 2023.
  • Funds reported $2.81B of iShares Global Healthcare ETF stock for Q3 2023, up 3.1% quarter-over-quarter.
  • 27 funds opened new iShares Global Healthcare ETF positions in Q3 2023 and 27 closed out, a net change of 0 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2023 was Fisher Asset Management, an estimated $130M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2023 was EP Wealth Advisors, an estimated $24.4M sold.

Based on aggregated 13F filings for Q3 2023.