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iShares Global Healthcare ETF

269 hedge funds and large institutions have $2.99B invested in iShares Global Healthcare ETF in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 72 increasing their positions, 90 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 25

3% more funds holding

Funds holding: 261269 (+8)

2.11% more ownership

Funds ownership: 70.58%72.69% (+2.1%)

4% more capital invested

Capital invested by funds: $2.86B → $2.99B (+$125M)

20% less repeat investments, than reductions

Existing positions increased: 72 | Existing positions reduced: 90

Holders
269
Holders Change
+8
Holders Change %
+3.07%
% of All Funds
3.87%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
34
Increased
72
Reduced
90
Closed
25
Calls
$242K
Puts
Net Calls
+$242K
Net Calls Change
+$390K
Name Holding Trade Value Shares
Change
Change in
Stake
Citigroup
26
Citigroup
New York
$5.43M -$253K -2,795 -5%
Osaic Holdings
27
Osaic Holdings
Arizona
$5.41M -$635K -7,018 -11%
RJA
28
Raymond James & Associates
Florida
$5.32M +$588K +6,503 +13%
GCA
29
Greenwood Capital Associates
South Carolina
$4.9M +$47.1K +521 +1%
Fidelity International
30
Fidelity International
Bermuda
$4.84M -$254K -2,804 -5%
FC
31
FCA Corp
Texas
$4.8M -$7.78K -86 -0.2%
EIA
32
Eldridge Investment Advisors
New Hampshire
$4.63M +$1.65M +18,240 +58%
EH
33
Equitable Holdings
New York
$4.55M +$3.06M +33,772 +223%
AF
34
Apexium Financial
Texas
$3.96M +$33.2K +367 +0.9%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$3.91M
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$3.85M -$150K -1,655 -4%
BS
37
Banco Santander
Spain
$3.82M -$65.2K -721 -2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$3.42M +$1.9M +21,051 +134%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.31M +$1.26M +13,896 +64%
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$2.96M -$654K -7,232 -19%
AWA
41
Arete Wealth Advisors
Illinois
$2.69M +$17.8K +197 +0.7%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$2.4M +$63.2K +699 +3%
SC
43
Scotia Capital
Ontario, Canada
$2.37M +$533K +5,895 +30%
CB
44
Community Bank
New York
$2.34M -$14.2K -157 -0.6%
TCA
45
Transcend Capital Advisors
New Jersey
$2.3M -$94.6K -1,045 -4%
MAM
46
Marotta Asset Management
Virginia
$2.29M -$7.42K -82 -0.3%
Goldman Sachs
47
Goldman Sachs
New York
$2.29M -$147K -1,624 -6%
SWM
48
Spire Wealth Management
Virginia
$2.26M +$13.6K +150 +0.6%
TPW
49
Transatlantique Private Wealth
New York
$2.23M -$282K -3,119 -12%
AWS
50
Atria Wealth Solutions
New York
$2.14M +$400K +4,425 +24%

IXJ Hedge Fund Activity: Q1 2024 in Review

269 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q1 2024, worth a combined $2.99B — up 4.4% from $2.86B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new IXJ positions and 25 closed out — a net gain of 9 holders — while 72 added to existing stakes and 90 trimmed.

The largest buyer was Jane Street, adding an estimated $24.9M. The largest seller was Morgan Stanley, cutting an estimated $55.7M.

  • 269 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q1 2024, up from 261 in Q4 2023.
  • Funds reported $2.99B of iShares Global Healthcare ETF stock for Q1 2024, up 4.4% quarter-over-quarter.
  • 34 funds opened new iShares Global Healthcare ETF positions in Q1 2024 and 25 closed out, a net change of +9 holders.
  • The largest iShares Global Healthcare ETF buyer in Q1 2024 was Jane Street, an estimated $24.9M added.
  • The largest iShares Global Healthcare ETF seller in Q1 2024 was Morgan Stanley, an estimated $55.7M sold.

Based on aggregated 13F filings for Q1 2024.