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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
Comerica Bank
101
Comerica Bank
Texas
$650K -$52.1K -576 -8%
AWM
102
AE Wealth Management
Kansas
$645K -$139K -1,535 -18%
SFPG
103
Stonebridge Financial Planning Group
Florida
$627K
BRWA
104
B. Riley Wealth Advisors
Florida
$573K -$21.5K -238 -3%
ICP
105
Interchange Capital Partners
Pennsylvania
$570K +$34K +376 +7%
CPC
106
Cookson Peirce & Co
Pennsylvania
$568K +$452 +5 +0.1%
EPA
107
Element Pointe Advisors
Florida
$562K -$1.86M -20,598 -77%
MCM
108
MAI Capital Management
Ohio
$559K +$8.96K +99 +2%
PP
109
Patron Partners
Texas
$534K -$42.3K -467 -8%
Corient Private Wealth
110
Corient Private Wealth
Florida
$530K -$362 -4 -0.1%
D.E. Shaw & Co
111
D.E. Shaw & Co
New York
$524K +$509K +5,630 New
BDFN
112
Bond & Devick Financial Network
Minnesota
$517K
NL
113
NWAM LLC
Washington
$508K
DC
114
Davenport & Co
Virginia
$507K +$21.7K +240 +5%
BIA
115
Barry Investment Advisors
Massachusetts
$506K +$94.3K +1,042 +24%
HSBC Holdings
116
HSBC Holdings
United Kingdom
$491K +$9.41K +104 +2%
PIMG
117
Patriot Investment Management Group
Tennessee
$481K -$105K -1,160 -18%
SPIA
118
Steward Partners Investment Advisory
New York
$478K +$19.7K +218 +4%
ASN
119
Advisory Services Network
Georgia
$473K +$368K +4,062 +400%
EWA
120
Exencial Wealth Advisors
Oklahoma
$472K +$6.06K +67 +1%
Envestnet Portfolio Solutions
121
Envestnet Portfolio Solutions
Illinois
$451K -$10.9K -120 -2%
KWM
122
Kingsview Wealth Management
Oregon
$444K +$431K +4,764 New
EHC
123
Everett Harris & Co
California
$431K
CFA
124
Cahill Financial Advisors
Minnesota
$431K
ECAM
125
East Coast Asset Management
Massachusetts
$417K

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.