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iShares Genomics Immunology and Healthcare ETF
IDNA

63 hedge funds and large institutions have $65.5M invested in iShares Genomics Immunology and Healthcare ETF in 2020 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 20 increasing their positions, 12 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 4

67% more repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 12

50% more capital invested

Capital invested by funds: $43.7M → $65.5M (+$21.8M)

31% more funds holding

Funds holding: 48 → 63 (+15)

0.04% less ownership

Funds ownership: 19.62% → 19.58% (-0.04%)

Holders
63
Holders Change
+15
Holders Change %
+31.25%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
20
Reduced
12
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.29M
2
Bank of America
Bank of America
North Carolina
+$2.2M
3
LPL Financial
LPL Financial
California
+$1.92M
4
Jane Street
Jane Street
New York
+$1.46M
5
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.31M

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$934K
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$677K
3
JWCA
J.W. Cole Advisors
Florida
-$265K
4
RCS
Retirement Capital Strategies
California
-$63.5K
5
Stifel Financial
Stifel Financial
Missouri
-$39.1K
Name Holding Trade Value Shares
Change 		Change in
Stake
AIC
26
Archer Investment Corporation
Indiana
$322K – – –
NGA
27
Naples Global Advisors
Florida
$295K +$12.5K +290 +5%
FTUS
28
Flow Traders U.S.
New York
$292K +$274K +6,356 New
BTWM
29
Baker Tilly Wealth Management
Wisconsin
$285K +$268K +6,198 New
FHC
30
First Heartland Consultants
Missouri
$274K +$257K +5,960 New
PFS
31
Prospera Financial Services
Texas
$262K +$241K +5,577 +4,462%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$262K +$246K +5,697 New
SPC
33
Sigma Planning Corp
Michigan
$260K +$3.11K +72 +1%
JIR
34
James Investment Research
Ohio
$259K – – –
ASN
35
Advisory Services Network
Georgia
$250K +$12.6K +291 +6%
TWM
36
Tolleson Wealth Management
Texas
$245K – – –
IA
37
IFP Advisors
Florida
$183K +$61.9K +1,434 +56%
Osaic Holdings
38
Osaic Holdings
Arizona
$153K +$3.28K +76 +2%
PCA
39
Providence Capital Advisors
North Carolina
$55K +$51.8K +1,200 New
FPW
40
Flagship Private Wealth
Massachusetts
$48.4K +$41.8K +969 New
HWA
41
HHM Wealth Advisors
Tennessee
$40K – – –
TCM
42
TD Capital Management
Tennessee
$39K +$36.9K +854 New
PA
43
Parallel Advisors
California
$35K -$4.01K -93 -11%
SWM
44
Sugarloaf Wealth Management
Georgia
$32K +$16.2K +375 +100%
CAPTRUST Financial Advisors
45
CAPTRUST Financial Advisors
North Carolina
$24K – – –
AP
46
Atwood & Palmer
Missouri
$24K +$23K +533 New
NFG
47
Next Financial Group
Texas
$18K -$2.59K -60 -13%
APA
48
American Portfolios Advisors
New York
$17.2K +$4.32K +100 +36%
KTC
49
Kistler-Tiffany Companies
Pennsylvania
$16K +$15.1K +350 New
NSIM
50
North Star Investment Management
Illinois
$14K +$8.63K +200 +200%
1
2
3

IDNA Hedge Fund Activity: Q4 2020 in Review

63 of the 5,652 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2020, worth a combined $65.5M — up 50% from $43.7M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IDNA positions and 4 closed out — a net gain of 16 holders — while 20 added to existing stakes and 12 trimmed.

The largest buyer was UBS Group, adding an estimated $4.29M. The largest seller was Citadel Advisors, exiting entirely with an estimated $934K sold.

  • 63 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2020, up from 48 in Q3 2020.
  • Funds reported $65.5M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2020, up 50% quarter-over-quarter.
  • 20 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2020 and 4 closed out, a net change of +16 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2020 was UBS Group, an estimated $4.29M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2020 was Citadel Advisors, an estimated $934K sold.

Based on aggregated 13F filings for Q4 2020.