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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
CFGS
201
Concourse Financial Group Securities
Alabama
$105K -$2.13K -22 -2%
PGAM
202
Princeton Global Asset Management
New Jersey
$85.3K
PA
203
Parallel Advisors
California
$78.5K
SN
204
Sittner & Nelson
Oregon
$67.7K
CIBC Private Wealth Group
205
CIBC Private Wealth Group
Georgia
$67.2K
BWP
206
Baldwin Wealth Partners
Massachusetts
$63.7K
AF
207
Allworth Financial
California
$60.8K
CA
208
Clearstead Advisors
Ohio
$58.9K
TH
209
TCTC Holdings
Texas
$55.7K
LFASL
210
Lugano Financial Advisors SA (LFA)
Switzerland
$55.6K +$54.9K +566 New
VWM
211
Venturi Wealth Management
Texas
$51.9K -$74.7K -770 -59%
PS
212
Principal Securities
Iowa
$51.6K
SFC
213
SYM Financial Corp
Indiana
$47.3K -$194 -2 -0.4%
SFCL
214
Strengthening Families & Communities LLC
Massachusetts
$44.4K
SSB
215
Sandy Spring Bank
Maryland
$44.2K
FCA
216
FinTrust Capital Advisors
South Carolina
$44.1K
AA
217
AlphaMark Advisors
Kentucky
$44K
PAG
218
Paladin Advisory Group
Iowa
$41.2K
AF
219
Arrow Financial
New York
$40.6K +$40.1K +414 New
OC
220
Oakworth Capital
Alabama
$39.3K
AWM
221
Activest Wealth Management
Florida
$39.3K +$38.8K +400 New
BF
222
BOK Financial
Oklahoma
$38.6K +$38.8K +400 New
VAMG
223
Voisard Asset Management Group
Michigan
$38.5K +$38K +392 New
JFGIW
224
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$35.3K +$34.9K +360 New
EDRH
225
Edmond de Rothschild Holding
Switzerland
$35.1K

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.