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iShares Global Healthcare ETF

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: 261269 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.35B -$19.9M -220,365 -1%
Fisher Asset Management
2
Fisher Asset Management
Washington
$495M +$22.2M +245,847 +5%
Bank of America
3
Bank of America
North Carolina
$304M -$20M -220,502 -6%
RBA
4
Richard Bernstein Advisors
New York
$147M -$5.68M -62,722 -4%
PF
5
Phoenix Financial
Israel
$117M +$222K +2,456 +0.2%
JP Morgan Chase
6
JP Morgan Chase
New York
$57.5M -$1.28M -14,159 -2%
Morgan Stanley
7
Morgan Stanley
New York
$52.3M -$55.7M -615,593 -52%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$36.1M -$2.24M -24,761 -6%
Jane Street
9
Jane Street
New York
$27.1M +$24.9M +274,752 +1,645%
UBS Group
10
UBS Group
Switzerland
$26.9M -$443K -4,896 -2%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$25.8M -$795K -8,790 -3%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$24M +$702K +7,755 +3%
Wells Fargo
13
Wells Fargo
California
$18.5M +$2.6M +28,754 +17%
LPL Financial
14
LPL Financial
California
$12.2M +$1.24M +13,700 +12%
Citadel Advisors
15
Citadel Advisors
Florida
$11.4M +$9.73M +107,484 +725%
Barclays
16
Barclays
United Kingdom
$10.8M
NA
17
Nottingham Advisors
New York
$10.6M -$74.5K -823 -0.7%
HighTower Advisors
18
HighTower Advisors
Illinois
$10.3M +$5.47M +60,482 +120%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.3M -$35.6M -393,678 -78%
BNP Paribas Financial Markets
20
BNP Paribas Financial Markets
France
$10M +$9.51M +105,111 +4,754%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$8.38M +$64.9K +717 +0.8%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.07M +$90.4K +999 +1%
MD
23
Money Design
Japan
$7.97M -$880K -9,724 -10%
Bank of Montreal
24
Bank of Montreal
Ontario, Canada
$6.01M +$2.68M +29,576 +85%
CWA
25
Clarity Wealth Advisors
California
$5.53M -$225K -2,492 -4%

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.