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iShares Genomics Immunology and Healthcare ETF
IDNA

Overview Fund Activity

48 hedge funds and large institutions have $43.7M invested in iShares Genomics Immunology and Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
0.97%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
20
Increased
12
Reduced
5
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
UBS Group
Switzerland
$3.41M
2
SWM
Strategic Wealth Management
Washington
$1.77M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$1.06M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
$961K
5
LPL Financial
LPL Financial
California
$1.43M

Top Sellers

1
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans
Minnesota
$15M
2
RCS
Retirement Capital Strategies
California
$3.55M
3
Jane Street
Jane Street
New York
$0
4
SFS
Sowell Financial Services
Arkansas
$0
5
PAG
Private Advisor Group
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIR
26
James Investment Research
Ohio
$219K – – –
SPC
27
Sigma Planning Corp
Michigan
$217K +$217K +5,580 New
TWM
28
Tolleson Wealth Management
Texas
$208K +$208K +5,334 New
ASN
29
Advisory Services Network
Georgia
$201K +$201K +5,160 New
Osaic Holdings
30
Osaic Holdings
Arizona
$127K +$51.8K +1,325 +69%
IA
31
IFP Advisors
Florida
$101K +$55.3K +1,398 +121%
HWA
32
HHM Wealth Advisors
Tennessee
$34K – – –
PA
33
Parallel Advisors
California
$33K +$3.61K +93 +12%
CAPTRUST Financial Advisors
34
CAPTRUST Financial Advisors
North Carolina
$21K +$21K +525 New
NFG
35
Next Financial Group
Texas
$18K +$18K +450 New
SWM
36
Sugarloaf Wealth Management
Georgia
$15K – – –
CFGS
37
Concourse Financial Group Securities
Alabama
$11K +$11K +275 New
APA
38
American Portfolios Advisors
New York
$10.7K -$153K -3,928 -93%
PFGIA
39
Patriot Financial Group Insurance Agency
Massachusetts
$8K -$8.23K -213 -51%
GEA
40
Glen Eagle Advisors
New Jersey
$7.79K – – –
PFS
41
Prospera Financial Services
Texas
$5K +$5K +125 New
TF
42
TimeScale Financial
Massachusetts
$5K +$5K +126 New
EIP
43
Ellis Investment Partners
Pennsylvania
$5K +$5K +130 New
NSIM
44
North Star Investment Management
Illinois
$4K +$4K +100 New
WIM
45
Westside Investment Management
California
$3.9K – – –
TCOV
46
Trust Company of Vermont
Vermont
$2K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$2K +$2K +60 New
RWG
48
Regal Wealth Group
California
$1K -$176 -6 -15%
CYG
49
Clean Yield Group
Vermont
$1K +$1K +34 New
Jane Street
50
Jane Street
New York
– -$1.17M -30,721 Closed
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