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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
CIBC World Market
76
CIBC World Market
Ontario, Canada
$1.4M +$172K +1,898 +14%
Creative Planning
77
Creative Planning
Kansas
$1.38M +$14.8K +164 +1%
TAM
78
Tocqueville Asset Management
New York
$1.33M
Qube Research & Technologies (QRT)
79
Qube Research & Technologies (QRT)
United Kingdom
$1.33M +$1.29M +14,244 New
DADC
80
D.A. Davidson & Co
Montana
$1.3M +$905 +10 +0.1%
CAN
81
Cetera Advisor Networks
California
$1.29M -$83.6K -924 -6%
GRP
82
Global Retirement Partners
California
$1.19M -$53.4K -590 -4%
IPAM
83
ICICI Prudential Asset Management
India
$1.18M -$642K -7,100 -36%
CAPTRUST Financial Advisors
84
CAPTRUST Financial Advisors
North Carolina
$1.14M -$127K -1,408 -10%
MIC
85
Meridian Investment Counsel
California
$1.12M -$20.9K -231 -2%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.04M +$205K +2,268 +26%
Truist Financial
87
Truist Financial
North Carolina
$1.03M +$32.7K +361 +3%
AWE
88
Avidian Wealth Enterprises
Texas
$996K -$75.9K -839 -7%
SFA
89
Sequoia Financial Advisors
Ohio
$975K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$949K -$9.05K -100 -1%
CA
91
Cetera Advisors
Colorado
$930K +$343K +3,792 +61%
MWM
92
Maltin Wealth Management
New Jersey
$850K
BWM
93
Bulltick Wealth Management
Florida
$823K -$321K -3,544 -29%
PAG
94
Private Advisor Group
New Jersey
$797K -$196K -2,164 -20%
EM
95
ELCO Management
New York
$779K +$9.05K +100 +1%
AIM
96
Anchor Investment Management
South Carolina
$756K -$13.7K -151 -2%
EFG
97
Ehrlich Financial Group
California
$712K +$33.1K +366 +5%
NFSG
98
Newbridge Financial Services Group
Florida
$691K +$272K +3,002 +68%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$673K
ACA
100
Aptus Capital Advisors
Alabama
$654K +$595K +6,577 +1,491%

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.