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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
EWA
126
EP Wealth Advisors
California
$384K
SL
127
Salomon & Ludwin
Virginia
$382K
CSPAM
128
Cary Street Partners Asset Management
Virginia
$381K +$1.09K +12 +0.3%
WAP
129
Wealthcare Advisory Partners
Pennsylvania
$373K +$366K +4,014 New
MC
130
Mathes Company
New York
$367K
EWA
131
Exencial Wealth Advisors
Oklahoma
$363K -$106K -1,161 -23%
MIA
132
MMBG Investment Advisors
Florida
$362K
KWM
133
Kingsview Wealth Management
Oregon
$359K -$82.3K -902 -19%
BFS
134
Bradley Foster & Sargent
Connecticut
$357K
SB
135
Strategic Blueprint
Georgia
$357K -$13.9K -152 -4%
HWM
136
HB Wealth Management
Georgia
$354K -$10.3K -113 -3%
PFS
137
Prospera Financial Services
Texas
$354K
BFA
138
Beacon Financial Advisory
Ohio
$348K +$4.11K +45 +1%
CSPIA
139
Cary Street Partners Investment Advisory
Virginia
$340K +$334K +3,659 New
LIP
140
Lighthouse Investment Partners
Florida
$331K +$325K +3,560 New
AC
141
ASB Consultores
Florida
$320K +$12.2K +134 +4%
SCM
142
SOL Capital Management
Maryland
$316K
CC
143
Courier Capital
New York
$315K -$36.5K -400 -11%
GEA
144
Glen Eagle Advisors
New Jersey
$312K -$6.39K -70 -2%
HBW
145
Hazlett, Burt & Watson
West Virginia
$310K
CWM
146
Cordatus Wealth Management
Pennsylvania
$310K +$305K +3,338 New
Chevy Chase Trust
147
Chevy Chase Trust
Maryland
$306K
CHA
148
Carmichael Hill & Associates
Maryland
$304K -$20.3K -222 -6%
CWA
149
Continuum Wealth Advisors
New York
$304K
TW
150
TrinityPoint Wealth
Connecticut
$303K +$7.85K +86 +3%

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.