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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
TAM
76
Tocqueville Asset Management
New York
$1.4M
AI
77
Atria Investments
North Carolina
$1.38M -$101K -1,045 -7%
MML Investors Services
78
MML Investors Services
Massachusetts
$1.35M +$219K +2,263 +20%
DADC
79
D.A. Davidson & Co
Montana
$1.33M -$34.1K -352 -3%
National Bank of Canada
80
National Bank of Canada
Quebec, Canada
$1.29M -$120K -1,241 -9%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$1.28M +$123K +1,269 +11%
CAPTRUST Financial Advisors
82
CAPTRUST Financial Advisors
North Carolina
$1.28M +$55.8K +575 +5%
IPAM
83
ICICI Prudential Asset Management
India
$1.24M
MIC
84
Meridian Investment Counsel
California
$1.18M
Truist Financial
85
Truist Financial
North Carolina
$1.18M +$73.8K +761 +7%
AWS
86
Atria Wealth Solutions
New York
$1.15M -$573K -5,906 -34%
NIWA
87
New Insight Wealth Advisors
California
$1.13M -$678K -6,990 -38%
SFA
88
Sequoia Financial Advisors
Ohio
$1.07M +$38.9K +401 +4%
AWE
89
Avidian Wealth Enterprises
Texas
$973K +$2.23K +23 +0.2%
PNC Financial Services Group
90
PNC Financial Services Group
Pennsylvania
$944K -$42.2K -435 -4%
PAG
91
Private Advisor Group
New Jersey
$902K +$74.6K +769 +9%
MWM
92
Maltin Wealth Management
New Jersey
$875K -$22.5K -232 -3%
BRWA
93
B. Riley Wealth Advisors
Florida
$864K +$7.56K +78 +0.9%
AP
94
Advisors Preferred
Maryland
$798K +$793K +8,177 New
EM
95
ELCO Management
New York
$789K -$11.8K -122 -1%
AIM
96
Anchor Investment Management
South Carolina
$769K -$24.6K -254 -3%
Corient Private Wealth
97
Corient Private Wealth
Florida
$720K +$138K +1,422 +24%
Renaissance Technologies
98
Renaissance Technologies
New York
$717K +$97K +1,000 +16%
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$714K +$5.04K +52 +0.7%
AWM
100
AE Wealth Management
Kansas
$695K +$23.4K +241 +4%

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.