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iShares Genomics Immunology and Healthcare ETF
IDNA

89 hedge funds and large institutions have $104M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more funds holding

Funds holding: 84 → 89 (+5)

6% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.44M)

0.27% more ownership

Funds ownership: 27.44% → 27.7% (+0.27%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.95M
2
PWP
Principle Wealth Partners
Connecticut
+$2.79M
3
Morgan Stanley
Morgan Stanley
New York
+$2.28M
4
FTUS
Flow Traders U.S.
New York
+$733K
5
DAS
Dynamic Advisor Solutions
Arizona
+$560K

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$4.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.59M
3
Jane Street
Jane Street
New York
-$843K
4
LPL Financial
LPL Financial
California
-$562K
5
UBS Group
UBS Group
Switzerland
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
26
Rockefeller Capital Management
New York
$819K – – –
LNC
27
Lincoln National Corp
Pennsylvania
$762K -$10.5K -201 -1%
SC
28
Scotia Capital
Ontario, Canada
$753K -$19.1K -367 -2%
VWA
29
Visionary Wealth Advisors
Illinois
$618K +$58.4K +1,121 +10%
IFG
30
Independent Financial Group
California
$565K +$84.3K +1,617 +17%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$562K +$42.6K +818 +8%
Stifel Financial
32
Stifel Financial
Missouri
$561K -$137K -2,621 -19%
DAS
33
Dynamic Advisor Solutions
Arizona
$545K +$560K +10,750 New
CAN
34
Cetera Advisor Networks
California
$499K +$313 +6 +0.1%
Osaic Holdings
35
Osaic Holdings
Arizona
$495K -$5.94K -114 -1%
FHC
36
First Heartland Consultants
Missouri
$455K +$5.21K +100 +1%
AAS
37
Avantax Advisory Services
Texas
$404K +$417K +8,008 New
ASN
38
Advisory Services Network
Georgia
$380K +$81.5K +1,563 +26%
IWM
39
IHT Wealth Management
Illinois
$360K – – –
Northern Trust
40
Northern Trust
Illinois
$355K -$26.1K -500 -7%
RZH
41
Relyea Zuckerberg Hanson
Connecticut
$345K +$354K +6,800 New
NGA
42
Naples Global Advisors
Florida
$343K – – –
Nomura Asset Management
43
Nomura Asset Management
Japan
$319K – – –
SPC
44
Sigma Planning Corp
Michigan
$308K +$22.6K +433 +8%
FFN
45
Focus Financial Network
Minnesota
$302K +$60.4K +1,158 +24%
GSEP
46
Golden State Equity Partners
California
$294K +$17.2K +329 +6%
WCM
47
Wealthcare Capital Management
Virginia
$280K +$28.8K +552 +11%
PFGIA
48
Patriot Financial Group Insurance Agency
Massachusetts
$275K – – –
MML Investors Services
49
MML Investors Services
Massachusetts
$275K +$15.7K +301 +6%
TWM
50
Tolleson Wealth Management
Texas
$270K – – –
1
2
3 4

IDNA Hedge Fund Activity: Q3 2021 in Review

89 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2021, worth a combined $104M — up 5.5% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IDNA positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $9.95M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.54M.

  • 89 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2021, up from 84 in Q2 2021.
  • Funds reported $104M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 12 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2021 was Bank of America, an estimated $9.95M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2021 was Retirement Capital Strategies, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2021.