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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
CI
101
CPR Investments
Michigan
$693K -$731K -7,537 -52%
SFPG
102
Stonebridge Financial Planning Group
Florida
$668K +$14.5K +150 +2%
Comerica Bank
103
Comerica Bank
Texas
$617K -$58.4K -602 -9%
ASN
104
Advisory Services Network
Georgia
$615K
ICP
105
Interchange Capital Partners
Pennsylvania
$590K -$11.4K -118 -2%
MCM
106
MAI Capital Management
Ohio
$582K -$9.89K -102 -2%
CPC
107
Cookson Peirce & Co
Pennsylvania
$581K -$13.5K -139 -2%
KWM
108
Kingsview Wealth Management
Oregon
$574K +$192K +1,985 +51%
TWC
109
TD Waterhouse Canada
Ontario, Canada
$571K +$20.8K +214 +4%
NL
110
NWAM LLC
Washington
$545K +$538K +5,551 New
BDFN
111
Bond & Devick Financial Network
Minnesota
$544K
Jones Financial Companies
112
Jones Financial Companies
Missouri
$540K +$125K +1,292 +31%
BIA
113
Barry Investment Advisors
Massachusetts
$538K -$1.84K -19 -0.3%
DC
114
Davenport & Co
Virginia
$538K +$3.88K +40 +0.7%
Envestnet Portfolio Solutions
115
Envestnet Portfolio Solutions
Illinois
$538K +$73.1K +754 +16%
GRP
116
Global Retirement Partners
California
$532K -$326K -3,358 -38%
SPIA
117
Steward Partners Investment Advisory
New York
$526K +$14.6K +151 +3%
PP
118
Patron Partners
Texas
$526K -$37.4K -386 -7%
EFG
119
Ehrlich Financial Group
California
$524K -$142K -1,462 -21%
AFP
120
Alpha Financial Partners
Kentucky
$524K +$518K +5,341 New
Wealth Enhancement Advisory Services
121
Wealth Enhancement Advisory Services
Minnesota
$518K +$210K +2,169 +70%
PIMG
122
Patriot Investment Management Group
Tennessee
$507K
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$456K +$451K +4,647 New
EHC
124
Everett Harris & Co
California
$454K
CFA
125
Cahill Financial Advisors
Minnesota
$454K

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.