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iShares Genomics Immunology and Healthcare ETF
IDNA

73 hedge funds and large institutions have $57.1M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 22 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.27% less ownership

Funds ownership: 31.61% → 30.34% (-1.3%)

15% less funds holding

Funds holding: 86 → 73 (-13)

23% less capital invested

Capital invested by funds: $73.8M → $57.1M (-$16.7M)

32% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 22

50% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 22

Holders
73
Holders Change
-13
Holders Change %
-15.12%
% of All Funds
1.23%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
15
Reduced
22
Closed
22
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$2.25M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.85M
3
Jane Street
Jane Street
New York
+$1.41M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.23M
5
Goldman Sachs
Goldman Sachs
New York
+$1.14M

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$6.06M
2
AWS
Atria Wealth Solutions
New York
-$1.53M
3
FTUS
Flow Traders U.S.
New York
-$1.49M
4
JMPWA
JP Morgan Private Wealth Advisors
California
-$1.14M
5
UBS Group
UBS Group
Switzerland
-$945K
Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
26
Visionary Wealth Advisors
Illinois
$417K -$140K -4,695 -25%
Osaic Holdings
27
Osaic Holdings
Arizona
$339K +$15.8K +531 +5%
IFG
28
Independent Financial Group
California
$329K +$806 +27 +0.2%
CA
29
Cetera Advisors
Colorado
$304K +$314K +10,527 New
JMPWA
30
JP Morgan Private Wealth Advisors
California
$294K -$1.14M -38,315 -79%
RJA
31
Raymond James & Associates
Florida
$266K -$137K -4,595 -33%
FHC
32
First Heartland Consultants
Missouri
$244K -$13.7K -458 -5%
TWM
33
Tolleson Wealth Management
Texas
$205K +$212K +7,089 New
Wells Fargo
34
Wells Fargo
California
$196K -$56.7K -1,900 -22%
TCM
35
Triumph Capital Management
Colorado
$160K +$549K +18,382 New
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$153K – – –
MCC
37
Money Concepts Capital
Florida
$149K -$22.1K -740 -13%
IA
38
IFP Advisors
Florida
$111K – – –
S
39
SignatureFD
Georgia
$43K – – –
CAPTRUST Financial Advisors
40
CAPTRUST Financial Advisors
North Carolina
$41K -$20.1K -675 -32%
CS
41
Credit Suisse
Switzerland
$40K +$41.5K +1,392 New
BFPW
42
BOK Financial Private Wealth
Colorado
$39K +$39.8K +1,333 New
HWA
43
HHM Wealth Advisors
Tennessee
$29K – – –
AIC
44
Archer Investment Corporation
Indiana
$28.9K – – –
PNC Financial Services Group
45
PNC Financial Services Group
Pennsylvania
$25K -$23.9K -800 -48%
HBW
46
Hazlett, Burt & Watson
West Virginia
$24K – – –
PCFFS
47
Pacific Center for Financial Services
California
$24K +$119 +4 +0.5%
APA
48
American Portfolios Advisors
New York
$19.2K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$19K – – –
Northwestern Mutual Wealth Management
50
Northwestern Mutual Wealth Management
Wisconsin
$18K – – –
1
2
3 4

IDNA Hedge Fund Activity: Q2 2022 in Review

73 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q2 2022, worth a combined $57.1M — down 23% from $73.8M a quarter earlier.

Sellers outnumbered buyers: 22 funds closed out of IDNA and 11 opened new positions — a net loss of 11 holders — while 22 trimmed existing stakes and 15 added.

The largest buyer was Wharton Business Group, adding an estimated $2.25M. The largest seller was Bank of America, cutting an estimated $6.06M.

  • 73 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q2 2022, down from 86 in Q1 2022.
  • Funds reported $57.1M of iShares Genomics Immunology and Healthcare ETF stock for Q2 2022, down 23% quarter-over-quarter.
  • 11 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q2 2022 and 22 closed out, a net change of -11 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q2 2022 was Wharton Business Group, an estimated $2.25M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q2 2022 was Bank of America, an estimated $6.06M sold.

Based on aggregated 13F filings for Q2 2022.