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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
JSSH
76
J. Safra Sarasin Holding
$1.34M +$1.32M +14,429 New
TAM
77
Tocqueville Asset Management
New York
$1.33M
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$1.33M -$94.7K -1,038 -7%
DADC
79
D.A. Davidson & Co
Montana
$1.29M -$5.57K -61 -0.4%
IPAM
80
ICICI Prudential Asset Management
India
$1.18M
CAPTRUST Financial Advisors
81
CAPTRUST Financial Advisors
North Carolina
$1.16M +$15.1K +166 +1%
Marshall Wace
82
Marshall Wace
United Kingdom
$1.14M +$1.12M +12,325 New
MIC
83
Meridian Investment Counsel
California
$1.12M -$548 -6 -0%
Fidelity Investments
84
Fidelity Investments
Massachusetts
$1.1M +$63.2K +693 +6%
MML Investors Services
85
MML Investors Services
Massachusetts
$1.07M -$925K -10,139 -47%
Truist Financial
86
Truist Financial
North Carolina
$1.04M +$18K +197 +2%
GCS
87
Gordian Capital (Singapore)
Singapore
$1.04M +$945K +10,350 +318%
NFSG
88
Newbridge Financial Services Group
Florida
$997K +$303K +3,321 +45%
SFA
89
Sequoia Financial Advisors
Ohio
$972K
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$933K -$12.1K -133 -1%
AWE
91
Avidian Wealth Enterprises
Texas
$918K -$73.5K -805 -8%
MWM
92
Maltin Wealth Management
New Jersey
$849K +$2.65K +29 +0.3%
BRWA
93
B. Riley Wealth Advisors
Florida
$817K +$169K +1,853 +27%
GRP
94
Global Retirement Partners
California
$815K -$364K -3,992 -31%
PAG
95
Private Advisor Group
New Jersey
$781K -$13.1K -144 -2%
EM
96
ELCO Management
New York
$757K -$18.3K -200 -2%
AIM
97
Anchor Investment Management
South Carolina
$751K -$2.46K -27 -0.3%
Carson Wealth (CWM LLC)
98
Carson Wealth (CWM LLC)
Nebraska
$671K
Comerica Bank
99
Comerica Bank
Texas
$640K -$8.58K -94 -1%
AWM
100
AE Wealth Management
Kansas
$635K -$7.85K -86 -1%

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.