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iShares Global Healthcare ETF
IXJ

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: 261 → 269 (+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

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$24.9M
2
Fisher Asset Management
Fisher Asset Management
Washington
+$22.2M
3
Citadel Advisors
Citadel Advisors
Florida
+$9.73M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$9.51M
5
HighTower Advisors
HighTower Advisors
Illinois
+$5.47M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$55.7M
2
Bank of New York Mellon
Bank of New York Mellon
New York
-$35.6M
3
Bank of America
Bank of America
North Carolina
-$20M
4
BlackRock
BlackRock
New York
-$19.9M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$6.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
176
Mariner
Kansas
$224K -$112K -1,242 -34%
WBG
177
Wharton Business Group
Pennsylvania
$223K – – –
AAS
178
Avantax Advisory Services
Texas
$222K +$216K +2,388 New
MC
179
Moors & Cabot
Massachusetts
$217K – – –
WN
180
Williams & Novak
California
$209K – – –
IAS
181
Insigneo Advisory Services
Florida
$208K +$202K +2,236 New
KAS
182
Kestra Advisory Services
Texas
$205K +$199K +2,203 New
SMC
183
Smith, Moore & Co
Missouri
$205K +$199K +2,202 New
SWA
184
Stratos Wealth Advisors
Ohio
$202K +$196K +2,169 New
PWM
185
Perigon Wealth Management
California
$201K +$195K +2,160 New
CIC
186
Carnegie Investment Counsel
Ohio
$200K +$195K +2,150 New
BIM
187
Breakwater Investment Management
Washington
$195K +$190K +2,098 New
MCM
188
Manchester Capital Management
Vermont
$186K – – –
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$157K -$5.43K -60 -3%
GJIA
190
Glass Jacobson Investment Advisors
Maryland
$154K – – –
BBHC
191
Brown Brothers Harriman & Co
New York
$137K – – –
HIIFS
192
Harel Insurance Investments & Financial Services
Israel
$136K – – –
SIC
193
Salem Investment Counselors
North Carolina
$130K – – –
GAA
194
Global Assets Advisory
Florida
$122K +$1.02M +11,258 New
VWM
195
Venturi Wealth Management
Texas
$121K +$633 +7 +0.5%
TLA
196
Tanglewood Legacy Advisors
Texas
$119K – – –
FHA
197
First Horizon Advisors
Tennessee
$112K – – –
CFGS
198
Concourse Financial Group Securities
Alabama
$105K -$34.9K -386 -25%
PA
199
Parallel Advisors
California
$83.8K – – –
PGAM
200
Princeton Global Asset Management
New Jersey
$80.9K +$69.2K +765 +743%
6 7
8
9 10

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.