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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
BlackRock
1
BlackRock
New York
$1.47B +$30.6M +315,846 +2%
Fisher Asset Management
2
Fisher Asset Management
Washington
$509M +$32.8M +338,690 +7%
Bank of America
3
Bank of America
North Carolina
$259M -$44.1M -454,792 -15%
RBA
4
Richard Bernstein Advisors
New York
$128M -$20.3M -209,365 -14%
PF
5
Phoenix Financial
Israel
$118M -$16.5K -170 -0%
Morgan Stanley
6
Morgan Stanley
New York
$64.5M +$8.08M +83,292 +15%
JP Morgan Chase
7
JP Morgan Chase
New York
$61.2M +$55.4K +571 +0.1%
Focus Partners Wealth
8
Focus Partners Wealth
Massachusetts
$42.9M +$8.05M +82,981 New
FDCDDQ
9
Federation des caisses Desjardins du Quebec
Quebec, Canada
$37.3M -$44.3K -457 -0.1%
UBS Group
10
UBS Group
Switzerland
$30.9M +$2.21M +22,822 +8%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$24.9M -$758K -7,814 -3%
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$24M -$1.8M -18,522 -7%
Wells Fargo
13
Wells Fargo
California
$17.2M -$2.13M -22,003 -11%
RFM
14
Royal Fund Management
Florida
$14.5M +$14.3M +147,802 New
LPL Financial
15
LPL Financial
California
$14M +$974K +10,040 +8%
HighTower Advisors
16
HighTower Advisors
Illinois
$12M +$111K +1,145 +0.9%
Jane Street
17
Jane Street
New York
$11.7M -$26.5M -273,710 -70%
Barclays
18
Barclays
United Kingdom
$11.4M +$48.5K +500 +0.4%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$10.7M -$63.2K -652 -0.6%
Bank of Montreal
20
Bank of Montreal
Ontario, Canada
$9.95M -$10.4M -107,577 -51%
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$9.48M -$1.04M -10,763 -10%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$9.35M -$808K -8,337 -8%
RJFSA
23
Raymond James Financial Services Advisors
Florida
$8.88M +$76.6K +790 +0.9%
Citigroup
24
Citigroup
New York
$8.47M +$2.64M +27,221 +46%
EH
25
Equitable Holdings
New York
$8.09M -$3.49K -36 -0%

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.