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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
SFS
176
Security Financial Services
Indiana
$226K +$226K +2,654 New
KAS
177
Kestra Advisory Services
Texas
$224K -$4.01K -47 -2%
CMP
178
Courage Miller Partners
Virginia
$213K
MFA
179
Mayflower Financial Advisors
Massachusetts
$210K +$2.81K +33 +1%
WBG
180
Wharton Business Group
Pennsylvania
$204K +$204K +2,396 New
BNP Paribas Financial Markets
181
BNP Paribas Financial Markets
France
$188K
MCM
182
Manchester Capital Management
Vermont
$170K +$171K +2,000 New
NFSG
183
Newbridge Financial Services Group
Florida
$169K +$53.1K +623 +45%
US Bancorp
184
US Bancorp
Minnesota
$165K -$32.4K -380 -16%
VWM
185
Venturi Wealth Management
Texas
$165K +$50.6K +593 +44%
Qube Research & Technologies (QRT)
186
Qube Research & Technologies (QRT)
United Kingdom
$146K +$135K +1,580 +50%
GJIA
187
Glass Jacobson Investment Advisors
Maryland
$141K +$141K +1,654 New
EAM
188
Erste Asset Management
Austria
$123K
HIIFS
189
Harel Insurance Investments & Financial Services
Israel
$122K
SIC
190
Salem Investment Counselors
North Carolina
$119K
BBHC
191
Brown Brothers Harriman & Co
New York
$115K
TLA
192
Tanglewood Legacy Advisors
Texas
$109K
FHA
193
First Horizon Advisors
Tennessee
$102K
CF
194
Centaurus Financial
California
$101K +$101K +1,183 New
GIA
195
Goodwin Investment Advisory
Georgia
$95.9K -$136K -1,600 -59%
PA
196
Parallel Advisors
California
$76.5K
OIA
197
Optimum Investment Advisors
Illinois
$61.2K
1832 Asset Management
198
1832 Asset Management
Ontario, Canada
$59.5K
SN
199
Sittner & Nelson
Oregon
$58.6K
BWP
200
Baldwin Wealth Partners
Massachusetts
$55.2K +$38.3K +449 +225%

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.