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iShares Global Healthcare ETF
IXJ

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: 275 → 273 (-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: 2 → 1 (-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

Top Buyers

1
Fisher Asset Management
Fisher Asset Management
Washington
+$32.8M
2
BlackRock
BlackRock
New York
+$30.6M
3
RFM
Royal Fund Management
Florida
+$14.3M
4
Morgan Stanley
Morgan Stanley
New York
+$8.08M
5
Focus Partners Wealth
Focus Partners Wealth
Massachusetts
+$8.05M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$44.1M
2
Jane Street
Jane Street
New York
-$26.5M
3
WIC
Woodmont Investment Counsel
Tennessee
-$26.1M
4
RBA
Richard Bernstein Advisors
New York
-$20.3M
5
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$10.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
CHA
151
Carmichael Hill & Associates
Maryland
$321K – – –
CWA
152
Continuum Wealth Advisors
New York
$321K – – –
IFG
153
Independent Financial Group
California
$321K +$29.1K +300 +10%
GCS
154
Gordian Capital (Singapore)
Singapore
$319K -$1M -10,350 -76%
SFP
155
Sweet Financial Partners
Minnesota
$319K – – –
RG
156
Rathbones Group
United Kingdom
$314K – – –
Chevy Chase Trust
157
Chevy Chase Trust
Maryland
$314K -$9.7K -100 -3%
CC
158
Courier Capital
New York
$308K -$24.2K -250 -7%
WB
159
Webster Bank
Connecticut
$306K – – –
SC
160
Savant Capital
Illinois
$300K -$4.85K -50 -2%
VCP
161
Vista Capital Partners
Oregon
$290K – – –
WWM
162
Western Wealth Management
Colorado
$290K – – –
LIA
163
Lynx Investment Advisory
District of Columbia
$288K +$19.7K +203 +7%
TF
164
Tompkins Financial
New York
$285K – – –
BP
165
Ballentine Partners
Massachusetts
$283K – – –
LSIA
166
LaSalle St. Investment Advisors
Illinois
$281K – – –
SWP
167
Stratos Wealth Partners
Ohio
$276K +$272K +2,809 New
Bessemer Group
168
Bessemer Group
New Jersey
$270K – – –
Northern Trust
169
Northern Trust
Illinois
$269K +$11.6K +120 +5%
TW
170
TrinityPoint Wealth
Connecticut
$257K -$63.2K -652 -20%
PSF
171
Pacific Sun Financial
California
$256K – – –
WWM
172
Whalen Wealth Management
Nevada
$253K +$1.65K +17 +0.7%
SPW
173
Sonoma Private Wealth
California
$250K -$291 -3 -0.1%
GIA
174
Gladstone Institutional Advisory
Florida
$247K +$244K +2,517 New
CMP
175
Courage Miller Partners
Virginia
$246K – – –
5 6
7
8 9

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.