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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
HBW
151
Hazlett, Burt & Watson
West Virginia
$283K – – –
TW
152
TrinityPoint Wealth
Connecticut
$282K +$44K +516 +18%
GEA
153
Glen Eagle Advisors
New Jersey
$281K +$68.3K +801 +32%
Chevy Chase Trust
154
Chevy Chase Trust
Maryland
$280K – – –
BIA
155
Barry Investment Advisors
Massachusetts
$276K +$277K +3,248 New
Northern Trust
156
Northern Trust
Illinois
$274K +$275K +3,225 New
OIA
157
OneDigital Investment Advisors
Kansas
$269K +$50.2K +589 +23%
LSIA
158
LaSalle St. Investment Advisors
Illinois
$264K -$1.28K -15 -0.5%
BP
159
Ballentine Partners
Massachusetts
$264K +$265K +3,105 New
RF
160
Rollins Financial
Georgia
$264K -$154K -1,800 -37%
Mariner
161
Mariner
Kansas
$263K +$35.1K +412 +15%
IFG
162
Independent Financial Group
California
$261K -$1.88K -22 -0.7%
DAS
163
Dynamic Advisor Solutions
Arizona
$256K +$257K +3,017 New
CIC
164
Carnegie Investment Counsel
Ohio
$255K – – –
SPIA
165
Steward Partners Investment Advisory
New York
$255K – – –
IAS
166
Insigneo Advisory Services
Florida
$255K +$256K +3,000 New
VCP
167
Vista Capital Partners
Oregon
$251K – – –
CI
168
CX Institutional
Indiana
$250K +$251K +2,942 New
PSF
169
Pacific Sun Financial
California
$250K +$256K +2,996 New
OAP
170
One Advisory Partners
Kansas
$245K +$2.47K +29 +1%
TSS
171
Two Sigma Securities
New York
$243K +$244K +2,858 New
KFS
172
Kelly Financial Services
Massachusetts
$240K -$10.2K -120 -4%
CFGS
173
Concourse Financial Group Securities
Alabama
$240K -$9.89K -116 -4%
SC
174
Savant Capital
Illinois
$230K +$341 +4 +0.1%
VCM
175
Vigilant Capital Management
Maine
$226K -$3.41K -40 -1%
5 6
7
8 9

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.