We are live on ! Find out more
IXJ icon

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
IFG
151
Independent Financial Group
California
$311K -$2.08K -23 -0.7%
WB
152
Webster Bank
Connecticut
$311K +$279K +3,085 +1,234%
HBW
153
Hazlett, Burt & Watson
West Virginia
$310K
AC
154
ASB Consultores
Florida
$308K -$452 -5 -0.2%
Lido Advisors
155
Lido Advisors
California
$308K +$299K +3,306 New
Chevy Chase Trust
156
Chevy Chase Trust
Maryland
$307K
CWA
157
Continuum Wealth Advisors
New York
$305K -$129K -1,427 -30%
GCS
158
Gordian Capital (Singapore)
Singapore
$303K +$294K +3,250 New
TW
159
TrinityPoint Wealth
Connecticut
$296K -$18.3K -202 -6%
LA
160
LM Advisors
California
$295K -$281K -3,107 -39%
DAS
161
Dynamic Advisor Solutions
Arizona
$276K -$6.15K -68 -2%
VCP
162
Vista Capital Partners
Oregon
$275K
WA
163
Wealthstar Advisors
Texas
$273K -$57.1K -631 -18%
TF
164
Tompkins Financial
New York
$270K
BP
165
Ballentine Partners
Massachusetts
$268K
US Bancorp
166
US Bancorp
Minnesota
$265K +$81.6K +902 +46%
LSIA
167
LaSalle St. Investment Advisors
Illinois
$264K -$995 -11 -0.4%
SC
168
Savant Capital
Illinois
$260K +$6.7K +74 +3%
Wealth Enhancement Advisory Services
169
Wealth Enhancement Advisory Services
Minnesota
$258K -$13.7K -151 -5%
Bessemer Group
170
Bessemer Group
New Jersey
$256K -$125K -1,382 -33%
Wolverine Trading
171
Wolverine Trading
Illinois
$256K +$248K +2,745 New
WWM
172
Whalen Wealth Management
Nevada
$252K +$244K +2,700 New
PSF
173
Pacific Sun Financial
California
$248K -$18.1K -200 -7%
SPW
174
Sonoma Private Wealth
California
$238K +$7.6K +84 +3%
CMP
175
Courage Miller Partners
Virginia
$234K

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.