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iShares Global Healthcare ETF

277 hedge funds and large institutions have $2.65B invested in iShares Global Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 68 increasing their positions, 89 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 45 | Existing positions closed: 33

1% more funds holding

Funds holding: 273277 (+4)

0.27% more ownership

Funds ownership: 72.36%72.62% (+0.27%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

15% less capital invested

Capital invested by funds: $3.13B → $2.65B (-$479M)

24% less repeat investments, than reductions

Existing positions increased: 68 | Existing positions reduced: 89

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $52K

Holders
277
Holders Change
+4
Holders Change %
+1.47%
% of All Funds
3.65%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
45
Increased
68
Reduced
89
Closed
33
Calls
Puts
$52K
Net Calls
-$52K
Net Calls Change
-$72K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$1.24B -$54.1M -585,274 -4%
Fisher Asset Management
2
Fisher Asset Management
Washington
$463M +$18.4M +198,778 +4%
Bank of America
3
Bank of America
North Carolina
$220M -$7.17M -77,648 -3%
RBA
4
Richard Bernstein Advisors
New York
$108M -$3.92M -42,384 -3%
PF
5
Phoenix Financial
Israel
$103M -$111K -1,205 -0.1%
JP Morgan Chase
6
JP Morgan Chase
New York
$49M -$5M -54,144 -9%
Morgan Stanley
7
Morgan Stanley
New York
$41.3M -$16.3M -176,735 -27%
FDCDDQ
8
Federation des caisses Desjardins du Quebec
Quebec, Canada
$32.1M -$531K -5,745 -2%
UBS Group
9
UBS Group
Switzerland
$24.9M -$2.34M -25,365 -8%
Jane Street
10
Jane Street
New York
$23.9M +$14.7M +158,647 +133%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$21.8M -$24.7K -267 -0.1%
Wells Fargo
12
Wells Fargo
California
$20.9M +$6.27M +67,876 +39%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$20M -$1.11M -12,055 -5%
Raymond James Financial
14
Raymond James Financial
Florida
$13.3M +$14.3M +154,501 New
LPL Financial
15
LPL Financial
California
$12.5M +$324K +3,505 +2%
HighTower Advisors
16
HighTower Advisors
Illinois
$11.1M +$694K +7,513 +6%
Barclays
17
Barclays
United Kingdom
$9.95M -$46.2K -500 -0.4%
Bank of Montreal
18
Bank of Montreal
Ontario, Canada
$9.72M +$1.05M +11,368 +11%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$8.94M -$438K -4,744 -4%
PCH
20
PGIM Custom Harvest
New Jersey
$8.56M +$9.2M +99,616 New
BNP Paribas Financial Markets
21
BNP Paribas Financial Markets
France
$8.3M
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$8.23M +$54.2K +587 +0.6%
RFM
23
Royal Fund Management
Florida
$6.84M -$6.32M -68,402 -46%
EH
24
Equitable Holdings
New York
$6.84M -$269K -2,914 -4%
FTUS
25
Flow Traders U.S.
New York
$6.39M +$4.27M +46,209 +164%

IXJ Hedge Fund Activity: Q4 2024 in Review

277 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Global Healthcare ETF (IXJ) for Q4 2024, worth a combined $2.65B — down 15% from $3.13B a quarter earlier.

Buyers outnumbered sellers: 45 funds opened new IXJ positions and 33 closed out — a net gain of 12 holders — while 68 added to existing stakes and 89 trimmed.

The largest buyer was Fisher Asset Management, adding an estimated $18.4M. The largest seller was BlackRock, cutting an estimated $54.1M.

  • 277 institutional investors held iShares Global Healthcare ETF (IXJ) as of Q4 2024, up from 273 in Q3 2024.
  • Funds reported $2.65B of iShares Global Healthcare ETF stock for Q4 2024, down 15% quarter-over-quarter.
  • 45 funds opened new iShares Global Healthcare ETF positions in Q4 2024 and 33 closed out, a net change of +12 holders.
  • The largest iShares Global Healthcare ETF buyer in Q4 2024 was Fisher Asset Management, an estimated $18.4M added.
  • The largest iShares Global Healthcare ETF seller in Q4 2024 was BlackRock, an estimated $54.1M sold.

Based on aggregated 13F filings for Q4 2024.