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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
SFP
151
Sweet Financial Partners
Minnesota
$302K -$66.6K -730 -18%
Citadel Advisors
152
Citadel Advisors
Florida
$302K -$10.9M -119,059 -97%
GSC
153
Ground Swell Capital
South Carolina
$299K +$294K +3,221 New
RG
154
Rathbones Group
United Kingdom
$297K -$41.6K -456 -12%
LA
155
LM Advisors
California
$294K
D.E. Shaw & Co
156
D.E. Shaw & Co
New York
$290K -$228K -2,501 -44%
WB
157
Webster Bank
Connecticut
$289K -$20.1K -220 -7%
SC
158
Savant Capital
Illinois
$288K +$29.1K +319 +11%
Wealth Enhancement Advisory Services
159
Wealth Enhancement Advisory Services
Minnesota
$288K +$30.9K +339 +12%
FRA
160
Front Row Advisors
California
$276K -$46.5K -510 -15%
IFG
161
Independent Financial Group
California
$275K -$34.2K -375 -11%
VCP
162
Vista Capital Partners
Oregon
$274K
WWM
163
Western Wealth Management
Colorado
$274K -$90.8K -995 -25%
TF
164
Tompkins Financial
New York
$269K
BP
165
Ballentine Partners
Massachusetts
$267K
LSIA
166
LaSalle St. Investment Advisors
Illinois
$266K -$8.49K -93 -3%
Bessemer Group
167
Bessemer Group
New Jersey
$255K
AAS
168
Avantax Advisory Services
Texas
$255K +$32.4K +355 +15%
LIA
169
Lynx Investment Advisory
District of Columbia
$253K +$249K +2,726 New
DAS
170
Dynamic Advisor Solutions
Arizona
$252K -$23K -252 -8%
Northern Trust
171
Northern Trust
Illinois
$244K +$239K +2,623 New
PSF
172
Pacific Sun Financial
California
$242K -$5.02K -55 -2%
US Bancorp
173
US Bancorp
Minnesota
$238K -$25.6K -281 -10%
WWM
174
Whalen Wealth Management
Nevada
$238K -$12.4K -136 -5%
SPW
175
Sonoma Private Wealth
California
$237K

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.