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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
EFG
101
Ehrlich Financial Group
California
$632K -$77K -844 -11%
SFPG
102
Stonebridge Financial Planning Group
Florida
$618K -$6.84K -75 -1%
ASN
103
Advisory Services Network
Georgia
$615K +$141K +1,546 +30%
Renaissance Technologies
104
Renaissance Technologies
New York
$585K -$1.34M -14,736 -70%
ICP
105
Interchange Capital Partners
Pennsylvania
$568K +$15.6K +171 +3%
CPC
106
Cookson Peirce & Co
Pennsylvania
$562K -$3.83K -42 -0.7%
MCM
107
MAI Capital Management
Ohio
$560K +$3.01K +33 +0.6%
Corient Private Wealth
108
Corient Private Wealth
Florida
$549K +$20K +219 +4%
PP
109
Patron Partners
Texas
$533K +$365 +4 +0.1%
TWC
110
TD Waterhouse Canada
Ontario, Canada
$524K -$1.08M -11,844 -68%
BDFN
111
Bond & Devick Financial Network
Minnesota
$515K
BIA
112
Barry Investment Advisors
Massachusetts
$511K +$6.75K +74 +1%
DC
113
Davenport & Co
Virginia
$505K
SPIA
114
Steward Partners Investment Advisory
New York
$483K +$6.94K +76 +1%
PIMG
115
Patriot Investment Management Group
Tennessee
$480K +$183 +2 +0%
BWM
116
Bulltick Wealth Management
Florida
$454K -$360K -3,943 -45%
Envestnet Portfolio Solutions
117
Envestnet Portfolio Solutions
Illinois
$439K -$11K -120 -2%
EHC
118
Everett Harris & Co
California
$430K
CFA
119
Cahill Financial Advisors
Minnesota
$429K
ECAM
120
East Coast Asset Management
Massachusetts
$415K
GCA
121
Greenwood Capital Associates
South Carolina
$409K -$4.4M -48,209 -92%
BW
122
Bison Wealth
Georgia
$400K
Lido Advisors
123
Lido Advisors
California
$395K +$86.7K +950 +29%
Jones Financial Companies
124
Jones Financial Companies
Missouri
$393K +$350K +3,831 +958%
BPA
125
Beacon Pointe Advisors
California
$384K +$20.4K +224 +6%

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.