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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
CIA
201
Choate Investment Advisors
Massachusetts
$53.1K
CIA
202
Cape Investment Advisory
Georgia
$52.9K
TSWM
203
Tyler-Stone Wealth Management
Ohio
$50K +$50.6K +593 New
PAG
204
Paladin Advisory Group
Iowa
$47.3K
WB
205
Webster Bank
Connecticut
$47.1K
ACA
206
Aptus Capital Advisors
Alabama
$46K +$36K +422 +355%
WTC
207
WhitTier Trust Company
Nevada
$43K +$43.2K +506 New
AA
208
AlphaMark Advisors
Kentucky
$42K -$1.28K -15 -3%
AP
209
Advisors Preferred
Maryland
$39K +$39.6K +464 New
SSB
210
Sandy Spring Bank
Maryland
$38.2K
FCA
211
FinTrust Capital Advisors
South Carolina
$38.1K
SFCL
212
Strengthening Families & Communities LLC
Massachusetts
$38K +$38.5K +452 New
MCM
213
MV Capital Management
Maryland
$37.9K
MIFH
214
Migdal Insurance & Financial Holdings
Israel
$34K
OC
215
Oakworth Capital
Alabama
$34K
ODG
216
O'Dell Group
Ohio
$34K +$34.1K +400 New
First Manhattan
217
First Manhattan
New York
$34K +$85 +1 +0.3%
EDRH
218
Edmond de Rothschild Holding
Switzerland
$30.4K +$30.5K +358 New
ACA
219
Atlas Capital Advisors
Wyoming
$29.9K
WT
220
Washington Trust
Rhode Island
$29.7K -$2.13K -25 -7%
CTB
221
Country Trust Bank
Illinois
$29.7K
PVH
222
Psagot Value Holdings
Israel
$29K +$23.7K +278 +434%
SWM
223
Spire Wealth Management
Virginia
$26.9K +$6.23K +73 +30%
HCM
224
Hollencrest Capital Management
California
$26.8K
CIAS
225
Capital Investment Advisory Services
North Carolina
$26.3K -$1.11K -13 -4%

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.