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iShares Global Healthcare ETF

275 hedge funds and large institutions have $2.96B invested in iShares Global Healthcare ETF in 2024 Q2 according to their latest regulatory filings, with 36 funds opening new positions, 66 increasing their positions, 88 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

38% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 26

3.41% more ownership

Funds ownership: 72.69%76.09% (+3.4%)

2% more funds holding

Funds holding: 269275 (+6)

1% less capital invested

Capital invested by funds: $2.99B → $2.96B (-$26M)

25% less repeat investments, than reductions

Existing positions increased: 66 | Existing positions reduced: 88

Holders
275
Holders Change
+6
Holders Change %
+2.23%
% of All Funds
3.97%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
36
Increased
66
Reduced
88
Closed
26
Calls
$9K
Puts
Net Calls
+$9K
Net Calls Change
-$233K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
26
Nottingham Advisors
New York
$6.95M -$3.55M -38,910 -34%
LWL
27
Leo Wealth LLC
Texas
$6.89M +$6.78M +74,334 New
RJA
28
Raymond James & Associates
Florida
$5.96M +$645K +7,067 +12%
Citigroup
29
Citigroup
New York
$5.49M +$73.3K +803 +1%
CWA
30
Clarity Wealth Advisors
California
$4.89M -$606K -6,645 -11%
FC
31
FCA Corp
Texas
$4.88M +$87.8K +962 +2%
Fidelity International
32
Fidelity International
Bermuda
$4.71M -$113K -1,236 -2%
EIA
33
Eldridge Investment Advisors
New Hampshire
$4.61M -$7.48K -82 -0.2%
BS
34
Banco Santander
Spain
$4.31M +$500K +5,474 +13%
Mirae Asset Global Investments
35
Mirae Asset Global Investments
South Korea
$4.07M +$159K +1,747 +4%
AF
36
Apexium Financial
Texas
$3.87M -$72.8K -798 -2%
Janney Montgomery Scott
37
Janney Montgomery Scott
Pennsylvania
$3.75M -$86.4K -947 -2%
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$3.42M +$8.49K +93 +0.3%
Northwestern Mutual Wealth Management
39
Northwestern Mutual Wealth Management
Wisconsin
$3.39M +$87.8K +962 +3%
SA
40
Sanctuary Advisors
Indiana
$3.14M +$3.21M +35,213 New
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$2.75M -$198K -2,167 -7%
AWA
42
Arete Wealth Advisors
Illinois
$2.72M +$34.5K +378 +1%
Osaic Holdings
43
Osaic Holdings
Arizona
$2.66M -$2.69M -29,484 -51%
TPW
44
Transatlantique Private Wealth
New York
$2.5M +$272K +2,985 +12%
Goldman Sachs
45
Goldman Sachs
New York
$2.49M +$207K +2,270 +9%
AA
46
Axiom Advisory
California
$2.39M +$2.39M +26,228 New
SC
47
Scotia Capital
Ontario, Canada
$2.38M +$19.9K +218 +0.9%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$2.37M -$19.3K -212 -0.8%
TCA
49
Transcend Capital Advisors
New Jersey
$2.27M -$27.3K -299 -1%
CB
50
Community Bank
New York
$2.25M -$78.2K -857 -3%

IXJ Hedge Fund Activity: Q2 2024 in Review

275 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q2 2024, worth a combined $2.96B — down 0.87% from $2.99B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new IXJ positions and 26 closed out — a net gain of 10 holders — while 66 added to existing stakes and 88 trimmed.

The largest buyer was Woodmont Investment Counsel, adding an estimated $105M. The largest seller was Fisher Asset Management, cutting an estimated $42.7M.

  • 275 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q2 2024, up from 269 in Q1 2024.
  • Funds reported $2.96B of iShares Global Healthcare ETF stock for Q2 2024, down 0.87% quarter-over-quarter.
  • 36 funds opened new iShares Global Healthcare ETF positions in Q2 2024 and 26 closed out, a net change of +10 holders.
  • The largest iShares Global Healthcare ETF buyer in Q2 2024 was Woodmont Investment Counsel, an estimated $105M added.
  • The largest iShares Global Healthcare ETF seller in Q2 2024 was Fisher Asset Management, an estimated $42.7M sold.

Based on aggregated 13F filings for Q2 2024.