iShares Genomics Immunology and Healthcare ETF
IDNA
37 hedge funds and large institutions have $30.1M invested in iShares Genomics Immunology and Healthcare ETF in 2020 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 1 closing their positions.
2,600% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 1
236% more funds holding
Funds holding: 11 → 37 (+26)
103% more capital invested
Capital invested by funds: $14.8M → $30.1M (+$15.2M)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
13.45% less ownership
Funds ownership: 34.59% → 21.14% (-13%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCS
Retirement Capital Strategies
San Jose,
California
|
+$8.42M |
| 2 |
SAM
Sandell Asset Management
New York
|
+$1.18M |
| 3 |
Jane Street
New York
|
+$1.04M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$923K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$920K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
-$4.03M |
| 2 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$1.49M |
| 3 |
AIC
Archer Investment Corporation
Carmel,
Indiana
|
-$67.5K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HWA
26
HHM Wealth Advisors
Chattanooga,
Tennessee
| $33K | – | – | – |
|
|
PA
27
Parallel Advisors
San Francisco,
California
| $28K | +$25.6K | +757 | New |
|
|
PFGIA
28
Patriot Financial Group Insurance Agency
Westborough,
Massachusetts
| $16K | +$14.2K | +420 | New |
|
|
LC
29
Lindbrook Capital
Calabasas,
California
| $15K | +$13.5K | +400 | New |
|
|
SWM
30
Sugarloaf Wealth Management
Duluth,
Georgia
| $14K | +$12.7K | +375 | New |
|
|
BWM
31
Baystate Wealth Management
Boston,
Massachusetts
| $9K | +$8.03K | +238 | New |
|
|
GEA
32
Glen Eagle Advisors
Kingston,
New Jersey
| $7.59K | – | – | – |
|
|
WIM
33
Westside Investment Management
Santa Monica,
California
| $3.8K | +$10.1K | +300 | New |
|
|
TCOV
34
Trust Company of Vermont
Brattleboro,
Vermont
| $2K | – | – | – |
|
|
RWG
35
Regal Wealth Group
Seal Beach,
California
| $2K | +$1.35K | +40 | New |
|
|
OPS
36
Orion Portfolio Solutions
Omaha,
Nebraska
| $1K | – | – | – |
|
|
37
BlackRock
New York
| – | -$4.03M | -150,000 | Closed |
|
38
Simplex Trading
Chicago,
Illinois
| – | +$34 | +1 | New |
|
39
UBS Group
Zurich,
Switzerland
| – | +$405 | +12 | New |
|
IDNA Hedge Fund Activity: Q2 2020 in Review
37 of the 4,878 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q2 2020, worth a combined $30.1M — up 103% from $14.8M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IDNA positions and 1 closed out — a net gain of 26 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Retirement Capital Strategies, opening a new position worth an estimated $8.42M. The largest seller was BlackRock, exiting entirely with an estimated $4.03M sold.
- 37 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q2 2020, up from 11 in Q1 2020.
- Funds reported $30.1M of iShares Genomics Immunology and Healthcare ETF stock for Q2 2020, up 103% quarter-over-quarter.
- 27 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q2 2020 and 1 closed out, a net change of +26 holders.
- The largest iShares Genomics Immunology and Healthcare ETF buyer in Q2 2020 was Retirement Capital Strategies, an estimated $8.42M added.
- The largest iShares Genomics Immunology and Healthcare ETF seller in Q2 2020 was BlackRock, an estimated $4.03M sold.
Based on aggregated 13F filings for Q2 2020.