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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
BlackRock
1
BlackRock
New York
$1.3B -$6.18M -72,501 -0.5%
Bank of America
2
Bank of America
North Carolina
$334M +$6.47M +75,850 +2%
Fisher Asset Management
3
Fisher Asset Management
Washington
$260M +$5.81M +68,173 +2%
RBA
4
Richard Bernstein Advisors
New York
$158M +$5.11M +59,927 +3%
PF
5
Phoenix Financial
Israel
$107M +$107M +1,256,000 New
JP Morgan Chase
6
JP Morgan Chase
New York
$57.2M +$2.68M +31,449 +5%
Fidelity International
7
Fidelity International
Bermuda
$57.2M -$3.58M -41,956 -6%
Morgan Stanley
8
Morgan Stanley
New York
$53.9M +$4.88M +57,163 +10%
Bank of New York Mellon
9
Bank of New York Mellon
New York
$43.5M +$511K +5,992 +1%
UBS Group
10
UBS Group
Switzerland
$24.7M -$1.84M -21,518 -7%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$24.2M +$3.47M +40,636 +17%
FDCDDQ
12
Federation des caisses Desjardins du Quebec
Quebec, Canada
$23.5M -$14.9M -174,922 -39%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$21.6M +$886K +10,390 +4%
MD
14
Money Design
Japan
$11.6M -$3.35M -39,300 -22%
Wells Fargo
15
Wells Fargo
California
$10.9M -$12.7K -149 -0.1%
LPL Financial
16
LPL Financial
California
$10.7M -$1.73M -20,320 -14%
Citigroup
17
Citigroup
New York
$10.3M -$258M -3,021,486 -96%
Goldman Sachs
18
Goldman Sachs
New York
$9.55M +$8.47M +99,295 +757%
NA
19
Nottingham Advisors
New York
$8.33M -$271K -3,172 -3%
RJFSA
20
Raymond James Financial Services Advisors
Florida
$7.46M +$843K +9,885 +13%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$7.14M +$436K +5,112 +6%
Osaic Holdings
22
Osaic Holdings
Arizona
$6.02M -$262K -3,073 -4%
USCWA
23
U.S. Capital Wealth Advisors
Texas
$5.33M +$32.1K +376 +0.6%
CWA
24
Clarity Wealth Advisors
California
$5.31M +$51.6K +605 +1%
CAPTRUST Financial Advisors
25
CAPTRUST Financial Advisors
North Carolina
$4.71M +$69.6K +816 +1%

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.