iShares Global Healthcare ETF
266 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, 65 reducing their positions, and 27 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 76 | Existing positions reduced: 65
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: 271 → 266 (-5)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fisher Asset Management
Camas,
Washington
|
+$130M |
| 2 |
Corient Private Wealth
Miami,
Florida
|
+$30M |
| 3 |
Fidelity International
Hamilton,
Bermuda
|
+$10.3M |
| 4 |
JP Morgan Chase
New York
|
+$9.61M |
| 5 |
Barclays
London,
United Kingdom
|
+$7.65M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$24.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$14.9M |
| 3 |
Goldman Sachs
New York
|
-$7.92M |
| 4 |
Morgan Stanley
New York
|
-$7.91M |
| 5 |
RBA
Richard Bernstein Advisors
New York
|
-$6.4M |
IXJ Hedge Fund Activity: Q3 2023 in Review
266 of the 6,310 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 65 trimmed.
The largest buyer was Fisher Asset Management, adding an estimated $130M. The largest seller was EP Wealth Advisors, cutting an estimated $24.4M.
- 266 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2023, down from 271 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.