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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
MAM
51
Marotta Asset Management
Virginia
$2.23M -$45.4K -498 -2%
Ameriprise
52
Ameriprise
Minnesota
$2.12M -$10.2K -112 -0.5%
WLIM
53
White Lighthouse Investment Management
Massachusetts
$1.93M +$9.13K +100 +0.5%
SEIA
54
Signature Estate & Investment Advisors
California
$1.86M +$1.83M +20,025 New
WWA
55
WCG Wealth Advisors
Nevada
$1.83M +$69.3K +759 +4%
SWM
56
Spire Wealth Management
Virginia
$1.82M -$431K -4,725 -19%
OIA
57
OneDigital Investment Advisors
Kansas
$1.81M +$9.04K +99 +0.5%
BCM
58
Brookstone Capital Management
Illinois
$1.77M +$28.4K +311 +2%
NIWA
59
New Insight Wealth Advisors
California
$1.72M -$180K -1,968 -10%
AIC
60
Ayalon Insurance Company
Israel
$1.72M -$57.5K -630 -3%
IWC
61
Integrated Wealth Concepts
Massachusetts
$1.68M -$380K -4,161 -19%
AWS
62
Atria Wealth Solutions
New York
$1.64M -$493K -5,402 -23%
Mercer Global Advisors
63
Mercer Global Advisors
Colorado
$1.63M -$83K -910 -5%
GCP
64
GSA Capital Partners
United Kingdom
$1.57M -$371K -4,068 -19%
Stifel Financial
65
Stifel Financial
Missouri
$1.56M -$15.1K -165 -1%
Pathstone Holdings
66
Pathstone Holdings
New Jersey
$1.55M +$1.52M +16,710 New
CIBC World Market
67
CIBC World Market
Ontario, Canada
$1.54M +$137K +1,497 +10%
TFF
68
The Family Firm
Maryland
$1.54M +$9.67K +106 +0.6%
SC
69
Slow Capital
California
$1.53M +$8.76K +96 +0.6%
CGA
70
Crescent Grove Advisors
Illinois
$1.48M
Creative Planning
71
Creative Planning
Kansas
$1.45M +$67.6K +741 +5%
SCA
72
Snowden Capital Advisors
New York
$1.45M -$13.8K -151 -1%
AI
73
Atria Investments
North Carolina
$1.4M -$38.7K -424 -3%
CAM
74
Cresset Asset Management
Illinois
$1.36M +$1.33M +14,609 New
CI
75
CPR Investments
Michigan
$1.35M +$1.33M +14,592 New

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.