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iShares Genomics Immunology and Healthcare ETF
IDNA

67 hedge funds and large institutions have $46.7M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 17 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.64% less ownership

Funds ownership: 30.34% → 27.7% (-2.6%)

8% less funds holding

Funds holding: 73 → 67 (-6)

12% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 17

18% less capital invested

Capital invested by funds: $57.1M → $46.7M (-$10.4M)

43% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 14

Holders
67
Holders Change
-6
Holders Change %
-8.22%
% of All Funds
1.15%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
15
Reduced
17
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$1.76M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.74M
3
Citadel Advisors
Citadel Advisors
Florida
+$1.15M
4
Nomura Asset Management
Nomura Asset Management
Japan
+$701K
5
LRPA
L. Roy Papp & Associates
Arizona
+$501K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$2.37M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.8M
3
UCIG
Ulrich Consultants & Investment Group
New Mexico
-$1.35M
4
Goldman Sachs
Goldman Sachs
New York
-$1.18M
5
Baird Financial Group
Baird Financial Group
Wisconsin
-$963K
Name Holding Trade Value Shares
Change 		Change in
Stake
CA
26
Cetera Advisors
Colorado
$310K +$37.6K +1,218 +12%
FTUS
27
Flow Traders U.S.
New York
$303K +$354K +11,470 New
NSAM
28
North Star Asset Management
Wisconsin
$293K +$343K +11,100 New
IFG
29
Independent Financial Group
California
$286K -$16.3K -528 -5%
RJA
30
Raymond James & Associates
Florida
$230K -$15K -486 -5%
OWM
31
Opes Wealth Management
California
$200K +$234K +7,595 New
TCM
32
TD Capital Management
Tennessee
$183K +$214K +6,919 New
Wells Fargo
33
Wells Fargo
California
$168K -$13.8K -447 -7%
MCC
34
Money Concepts Capital
Florida
$125K -$9.07K -294 -6%
IA
35
IFP Advisors
Florida
$111K – – –
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$68K +$64.1K +2,078 +411%
PFM
37
Phillips Financial Management
Indiana
$42K +$49.6K +1,607 New
S
38
SignatureFD
Georgia
$40K – – –
CS
39
Credit Suisse
Switzerland
$37K – – –
BFPW
40
BOK Financial Private Wealth
Colorado
$35K – – –
HWA
41
HHM Wealth Advisors
Tennessee
$27K – – –
AIC
42
Archer Investment Corporation
Indiana
$26.4K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$23K – – –
HBW
44
Hazlett, Burt & Watson
West Virginia
$22K – – –
PCFFS
45
Pacific Center for Financial Services
California
$22K – – –
WIM
46
Westside Investment Management
California
$21.2K +$21.6K +700 +200%
BC
47
Barrett & Company
Rhode Island
$18.9K +$23.1K +750 New
APA
48
American Portfolios Advisors
New York
$17.5K – – –
SPIA
49
Steward Partners Investment Advisory
New York
$17K – – –
Simplex Trading
50
Simplex Trading
Illinois
$16K +$15.4K +500 +350%
1
2
3 4

IDNA Hedge Fund Activity: Q3 2022 in Review

67 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2022, worth a combined $46.7M — down 18% from $57.1M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of IDNA and 8 opened new positions — a net loss of 6 holders — while 17 trimmed existing stakes and 15 added.

The largest buyer was Morgan Stanley, adding an estimated $1.76M. The largest seller was Jane Street, cutting an estimated $2.37M.

  • 67 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2022, down from 73 in Q2 2022.
  • Funds reported $46.7M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2022, down 18% quarter-over-quarter.
  • 8 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2022 and 14 closed out, a net change of -6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2022 was Morgan Stanley, an estimated $1.76M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2022 was Jane Street, an estimated $2.37M sold.

Based on aggregated 13F filings for Q3 2022.