We are live on ! Find out more
IXJ icon

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
PGAM
201
Princeton Global Asset Management
New Jersey
$80.7K +$91 +1 +0.1%
PA
202
Parallel Advisors
California
$74.3K -$9.13K -100 -11%
BTI
203
Blue Trust Inc
Georgia
$68.2K
SN
204
Sittner & Nelson
Oregon
$64.1K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$63.3K +$62.5K +685 New
BWP
206
Baldwin Wealth Partners
Massachusetts
$60.3K
AF
207
Allworth Financial
California
$58.4K
CA
208
Clearstead Advisors
Ohio
$55.7K +$54.8K +600 New
TH
209
TCTC Holdings
Texas
$52.6K
TSWM
210
Tyler-Stone Wealth Management
Ohio
$52.3K
PS
211
Principal Securities
Iowa
$48.8K
SFC
212
SYM Financial Corp
Indiana
$44.9K
SFCL
213
Strengthening Families & Communities LLC
Massachusetts
$42K +$41.3K +452 New
SSB
214
Sandy Spring Bank
Maryland
$41.8K
FCA
215
FinTrust Capital Advisors
South Carolina
$41.7K
AA
216
AlphaMark Advisors
Kentucky
$41K
PAG
217
Paladin Advisory Group
Iowa
$38.9K
FGAM
218
Financial Gravity Asset Management
Texas
$38.4K -$32.9K -361 -47%
OC
219
Oakworth Capital
Alabama
$37.1K
PFM
220
Phillips Financial Management
Indiana
$36.8K +$36.1K +396 New
EDRH
221
Edmond de Rothschild Holding
Switzerland
$33.2K
AAP
222
Arax Advisory Partners
Colorado
$32.7K +$32.1K +352 New
ACA
223
Atlas Capital Advisors
Wyoming
$32.6K
CTB
224
Country Trust Bank
Illinois
$32.5K
HCM
225
Hollencrest Capital Management
California
$29.2K

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.