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iShares Global Healthcare ETF

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: 275273 (-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: 21 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
TPW
176
Tiller Private Wealth
Pennsylvania
$245K +$242K +2,500 New
AAS
177
Avantax Advisory Services
Texas
$240K -$28.5K -294 -11%
FRA
178
Front Row Advisors
California
$239K -$52.4K -540 -18%
WN
179
Williams & Novak
California
$237K
WBG
180
Wharton Business Group
Pennsylvania
$235K
GPA
181
Guidance Point Advisors
Massachusetts
$234K +$231K +2,380 New
MC
182
Moors & Cabot
Massachusetts
$228K
DWT
183
Dorsey & Whitney Trust
South Dakota
$227K +$224K +2,308 New
SMC
184
Smith, Moore & Co
Missouri
$216K
CIC
185
Carnegie Investment Counsel
Ohio
$211K +$208K +2,150 New
BIM
186
Breakwater Investment Management
Washington
$206K
SWA
187
Stratos Wealth Advisors
Ohio
$204K -$7.66K -79 -4%
IAG
188
Investmark Advisory Group
Connecticut
$203K +$201K +2,068 New
William Blair & Company
189
William Blair & Company
Illinois
$201K -$32.5K -335 -14%
MCM
190
Manchester Capital Management
Vermont
$196K
US Bancorp
191
US Bancorp
Minnesota
$188K -$63K -650 -25%
BTI
192
Blue Trust Inc
Georgia
$166K +$103K +1,061 +145%
ACA
193
Aptus Capital Advisors
Alabama
$166K -$82.3K -849 -33%
HIIFS
194
Harel Insurance Investments & Financial Services
Israel
$166K +$22.7K +234 +16%
Fifth Third Bancorp
195
Fifth Third Bancorp
Ohio
$166K
OSAM
196
O'Shaughnessy Asset Management
Connecticut
$150K +$145K +1,498 +5,762%
SIC
197
Salem Investment Counselors
North Carolina
$137K
FHA
198
First Horizon Advisors
Tennessee
$118K
BBHC
199
Brown Brothers Harriman & Co
New York
$116K -$28.3K -292 -20%
PWA
200
Provenance Wealth Advisors
Florida
$110K

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.