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iShares Global Healthcare ETF

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: 275273 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
276
Janney Montgomery Scott
Pennsylvania
-$3.75M -40,423 Closed
SFC
277
Strategic Financial Concepts
Texas
-$14K -28,327 Closed
GCP
278
GSA Capital Partners
United Kingdom
-$1.57M -16,929 Closed
GA
279
GFS Advisors
Texas
-$163K -15,416 Closed
BWM
280
Bulltick Wealth Management
Florida
-$454K -4,887 Closed
LA
281
LM Advisors
California
-$294K -4,806 Closed
BW
282
Bison Wealth
Georgia
-$400K -4,294 Closed
SL
283
Salomon & Ludwin
Virginia
-$382K -4,117 Closed
CSPIA
284
Cary Street Partners Investment Advisory
Virginia
-$340K -3,659 Closed
LIP
285
Lighthouse Investment Partners
Florida
-$331K -3,560 Closed
GSC
286
Ground Swell Capital
South Carolina
-$299K -3,221 Closed
DAS
287
Dynamic Advisor Solutions
Arizona
-$252K -2,715 Closed
QC
288
Quadrature Capital
United Kingdom
-$223K -2,401 Closed
EPA
289
Element Pointe Advisors
Florida
-$221K -2,381 Closed
Wolverine Trading
290
Wolverine Trading
Illinois
-$219K -2,364 Closed
OWA
291
Opal Wealth Advisors
New York
-$131K -1,412 Closed
TSWM
292
Tyler-Stone Wealth Management
Ohio
-$52.3K -563 Closed
PFM
293
Phillips Financial Management
Indiana
-$36.8K -396 Closed
EW
294
Element Wealth
Mississippi
-$16.8K -181 Closed
PIS
295
POM Investment Strategies
North Carolina
-$8.17K -88 Closed
TAM
296
Tucker Asset Management
Colorado
-$4.08K -44 Closed
CP
297
Castleview Partners
Texas
-$3.34K -36 Closed
RF
298
Robinswood Financial
Washington
-$2.88K -31 Closed
GWS
299
Glassman Wealth Services
Virginia
-$2.69K -29 Closed
ADL
300
Asset Dedication LLC
California
-$1.76K -19 Closed

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.