We are live on ! Find out more
IXJ icon

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
SC
51
Scotia Capital
Ontario, Canada
$2.37M -$143K -1,479 -6%
MAM
52
Marotta Asset Management
Virginia
$2.29M -$75.9K -783 -3%
WWA
53
WCG Wealth Advisors
Nevada
$2.2M +$261K +2,694 +14%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$2.04M -$1.52M -15,670 -43%
CB
55
Community Bank
New York
$1.99M -$384K -3,965 -16%
WLIM
56
White Lighthouse Investment Management
Massachusetts
$1.99M -$50.4K -520 -3%
SEIA
57
Signature Estate & Investment Advisors
California
$1.96M -$3.01K -31 -0.2%
OIA
58
OneDigital Investment Advisors
Kansas
$1.93M +$18.5K +191 +1%
Marshall Wace
59
Marshall Wace
United Kingdom
$1.92M +$703K +7,246 +59%
AWA
60
Arete Wealth Advisors
Illinois
$1.9M -$960K -9,898 -34%
SWM
61
Spire Wealth Management
Virginia
$1.9M -$24.2K -250 -1%
BCM
62
Brookstone Capital Management
Illinois
$1.86M +$48.9K +504 +3%
TCA
63
Transcend Capital Advisors
New Jersey
$1.82M -$572K -5,898 -24%
AIC
64
Ayalon Insurance Company
Israel
$1.81M -$4.07K -42 -0.2%
Pathstone Holdings
65
Pathstone Holdings
New Jersey
$1.81M +$167K +1,722 +10%
CIBC World Market
66
CIBC World Market
Ontario, Canada
$1.74M +$111K +1,147 +7%
NFSG
67
Newbridge Financial Services Group
Florida
$1.74M +$675K +6,963 +65%
Mercer Global Advisors
68
Mercer Global Advisors
Colorado
$1.66M -$54.9K -566 -3%
IWC
69
Integrated Wealth Concepts
Massachusetts
$1.65M -$125K -1,294 -7%
SC
70
Slow Capital
California
$1.64M +$22.1K +228 +1%
TFF
71
The Family Firm
Maryland
$1.6M -$22K -227 -1%
CGA
72
Crescent Grove Advisors
Illinois
$1.56M
Stifel Financial
73
Stifel Financial
Missouri
$1.51M -$135K -1,393 -8%
Creative Planning
74
Creative Planning
Kansas
$1.5M -$25.7K -265 -2%
SCA
75
Snowden Capital Advisors
New York
$1.49M -$37.6K -388 -2%

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.