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iShares Genomics Immunology and Healthcare ETF
IDNA

79 hedge funds and large institutions have $85.8M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

31% more capital invested

Capital invested by funds: $65.5M → $85.8M (+$20.4M)

25% more funds holding

Funds holding: 63 → 79 (+16)

7.25% more ownership

Funds ownership: 19.58% → 26.83% (+7.2%)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.39%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
32
Reduced
10
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$8.9M
2
WBG
Wharton Business Group
Pennsylvania
+$4.77M
3
SHJ
Sharkey, Howes & Javer
Colorado
+$3.17M
4
Bank of America
Bank of America
North Carolina
+$2.74M
5
UBS Group
UBS Group
Switzerland
+$2.4M

Top Sellers

Rank Fund Capital Flow
1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.23M
2
Stifel Financial
Stifel Financial
Missouri
-$1.2M
3
AIC
Archer Investment Corporation
Indiana
-$293K
4
DAS
Dynamic Advisor Solutions
Arizona
-$279K
5
PFS
Prospera Financial Services
Texas
-$262K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$488K +$172K +3,514 +49%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$446K +$477K +9,759 New
CAN
28
Cetera Advisor Networks
California
$444K +$474K +9,708 New
Osaic Holdings
29
Osaic Holdings
Arizona
$439K +$305K +6,250 +188%
IWM
30
IHT Wealth Management
Illinois
$425K +$6.45K +132 +1%
WGCA
31
Wolf Group Capital Advisors
Virginia
$424K +$453K +9,269 New
Morgan Stanley
32
Morgan Stanley
New York
$413K +$436K +8,929 +8,424%
FHC
33
First Heartland Consultants
Missouri
$406K +$143K +2,926 +49%
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$359K – – –
Northern Trust
35
Northern Trust
Illinois
$343K -$24.4K -500 -6%
IFG
36
Independent Financial Group
California
$342K +$366K +7,492 New
NGA
37
Naples Global Advisors
Florida
$309K +$17.1K +350 +5%
Nomura Asset Management
38
Nomura Asset Management
Japan
$288K +$308K +6,300 New
SPC
39
Sigma Planning Corp
Michigan
$273K +$15.9K +325 +6%
ASN
40
Advisory Services Network
Georgia
$270K +$22.7K +465 +9%
Cetera Investment Advisers
41
Cetera Investment Advisers
Illinois
$247K -$13.9K -285 -5%
TWM
42
Tolleson Wealth Management
Texas
$244K – – –
JIR
43
James Investment Research
Ohio
$240K -$18.6K -380 -7%
DAS
44
Dynamic Advisor Solutions
Arizona
$234K -$279K -5,710 -53%
MIM
45
Moseley Investment Management
Florida
$229K +$244K +5,000 New
FFN
46
Focus Financial Network
Minnesota
$219K +$234K +4,789 New
IA
47
IFP Advisors
Florida
$183K +$244 +5 +0.1%
WCM
48
Wealthcare Capital Management
Virginia
$137K +$147K +2,999 New
NFG
49
Next Financial Group
Texas
$49K +$33.3K +682 +175%
HWA
50
HHM Wealth Advisors
Tennessee
$46K +$6.6K +135 +16%
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IDNA Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2021, worth a combined $85.8M — up 31% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IDNA positions and 5 closed out — a net gain of 16 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $8.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.23M sold.

  • 79 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $85.8M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2021, up 31% quarter-over-quarter.
  • 21 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2021 and 5 closed out, a net change of +16 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2021 was Jane Street, an estimated $8.9M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2021.