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iShares Global Healthcare ETF
IXJ

273 hedge funds and large institutions have $3.13B invested in iShares Global Healthcare ETF in 2024 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

6% more capital invested

Capital invested by funds: $2.96B → $3.13B (+$170M)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 275 → 273 (-2)

3.73% less ownership

Funds ownership: 76.09% → 72.36% (-3.7%)

25% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 88

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
273
Holders Change
-2
Holders Change %
-0.73%
% of All Funds
3.92%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
29
Increased
66
Reduced
88
Closed
29
Calls
$20K
Puts
–
Net Calls
+$20K
Net Calls Change
+$11K

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
2
BlackRock
BlackRock
New York
+$30.6M
3
RFM
Royal Fund Management
Florida
+$14.3M
4
Morgan Stanley
Morgan Stanley
New York
+$8.08M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$44.1M
2
Jane Street
Jane Street
New York
-$26.5M
3
WIC
Woodmont Investment Counsel
Tennessee
-$26.1M
4
RBA
Richard Bernstein Advisors
New York
-$20.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
251
Geneos Wealth Management
Colorado
$10.3K – – –
CIAS
252
Capital Investment Advisory Services
North Carolina
$10.2K – – –
SAM
253
Smartleaf Asset Management
Massachusetts
$9.78K – – –
Optiver Holding
254
Optiver Holding
Netherlands
$9.52K – – –
MA
255
Montag & Associates
Georgia
$8.71K – – –
JPWM
256
Jamison Private Wealth Management
Georgia
$7.85K +$7.76K +80 New
WWP
257
WR Wealth Planners
Missouri
$7.75K – – –
FCMT
258
Founders Capital Management (Texas)
Texas
$7.46K – – –
HNB
259
Huntington National Bank
Ohio
$6.77K – – –
CA
260
Continuum Advisory
Idaho
$6.63K – – –
TVWM
261
Tower View Wealth Management
Wisconsin
$6.18K +$6.11K +63 New
CIA
262
Cape Investment Advisory
Georgia
$5.69K – – –
PK
263
Pflug Koory
Nebraska
$5.69K +$5.62K +58 New
MPWT
264
MassMutual Private Wealth & Trust
Connecticut
$4.03K +$3.98K +41 New
SWS
265
SYSTM Wealth Solutions
Illinois
$3.71K -$2.23K -23 -38%
AAG
266
Armstrong Advisory Group
Massachusetts
$2.94K – – –
S
267
SignatureFD
Georgia
$2.66K -$679 -7 -21%
MFC
268
Morris Financial Concepts
South Carolina
$2.45K – – –
PP
269
PFS Partners
New Jersey
$2.26K – – –
KFI
270
Key Financial Inc
Pennsylvania
$1.96K – – –
AAMA
271
Advanced Asset Management Advisors
Ohio
$1.02K – – –
IAIM
272
International Assets Investment Management
Florida
$502 +$4.75M +48,965 +16,655%
SS
273
Sunbelt Securities
Texas
$491 – – –
CAM
274
Creekmur Asset Management
Illinois
$310 -$97 -1 -25%
WIC
275
Woodmont Investment Counsel
Tennessee
– -$26.1M -1,151,171 Closed
9 10
11
12 13

IXJ Hedge Fund Activity: Q3 2024 in Review

273 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q3 2024, worth a combined $3.13B — up 5.7% from $2.96B a quarter earlier.

Fund positioning in IXJ was balanced in Q3 2024: 29 funds opened new positions, 29 closed out, 66 added to existing stakes and 88 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $32.8M. The largest seller was Bank of America, cutting an estimated $44.1M.

  • 273 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q3 2024, down from 275 in Q2 2024.
  • Funds reported $3.13B of iShares Global Healthcare ETF stock for Q3 2024, up 5.7% quarter-over-quarter.
  • 29 funds opened new iShares Global Healthcare ETF positions in Q3 2024 and 29 closed out, a net change of 0 holders.
  • The largest iShares Global Healthcare ETF buyer in Q3 2024 was Fisher Asset Management, an estimated $32.8M added.
  • The largest iShares Global Healthcare ETF seller in Q3 2024 was Bank of America, an estimated $44.1M sold.

Based on aggregated 13F filings for Q3 2024.