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iShares Genomics Immunology and Healthcare ETF
IDNA

75 hedge funds and large institutions have $46.2M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

12% more funds holding

Funds holding: 67 → 75 (+8)

2.21% more ownership

Funds ownership: 27.7% → 29.91% (+2.2%)

1% less capital invested

Capital invested by funds: $46.7M → $46.2M (-$497K)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
19
Increased
13
Reduced
24
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$1.69M
2
Jane Street
Jane Street
New York
+$1.53M
3
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.13M
4
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.09M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$612K

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$4.05M
2
UBS Group
UBS Group
Switzerland
-$838K
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$628K
4
Citadel Advisors
Citadel Advisors
Florida
-$577K
5
KAS
Kestra Advisory Services
Texas
-$458K
Name Holding Trade Value Shares
Change 		Change in
Stake
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$499K +$533K +19,839 New
Truist Financial
27
Truist Financial
North Carolina
$469K +$500K +18,619 New
VWA
28
Visionary Wealth Advisors
Illinois
$458K +$46.1K +1,717 +10%
Citadel Advisors
29
Citadel Advisors
Florida
$394K -$577K -21,473 -58%
WGCA
30
Wolf Group Capital Advisors
Virginia
$384K +$410K +15,246 New
BTWM
31
Baker Tilly Wealth Management
Wisconsin
$331K -$76.8K -2,860 -18%
NSAM
32
North Star Asset Management
Wisconsin
$279K – – –
CA
33
Cetera Advisors
Colorado
$278K -$19.1K -710 -6%
FHC
34
First Heartland Consultants
Missouri
$213K – – –
WCM
35
Wealthcare Capital Management
Virginia
$213K +$228K +8,470 New
Wells Fargo
36
Wells Fargo
California
$177K +$18K +670 +11%
IA
37
IFP Advisors
Florida
$161K +$52.9K +1,971 +43%
PIMG
38
Patriot Investment Management Group
Tennessee
$123K +$121K +4,505 New
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$111K -$63.2K -2,354 -35%
TCM
40
TD Capital Management
Tennessee
$63.4K -$118K -4,401 -64%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$63K -$2.15K -80 -3%
ASN
42
Advisory Services Network
Georgia
$46.1K +$49.2K +1,833 New
PFM
43
Phillips Financial Management
Indiana
$40.4K – – –
S
44
SignatureFD
Georgia
$37.8K – – –
CSPIA
45
Cary Street Partners Investment Advisory
Virginia
$37.3K +$39.8K +1,480 New
CS
46
Credit Suisse
Switzerland
$35K – – –
BFPW
47
BOK Financial Private Wealth
Colorado
$33.6K – – –
HWA
48
HHM Wealth Advisors
Tennessee
$25.3K – – –
AIC
49
Archer Investment Corporation
Indiana
$25.2K – – –
VCM
50
Vigilant Capital Management
Maine
$25K +$26.9K +1,000 New
1
2
3 4

IDNA Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2022, worth a combined $46.2M — down 1.1% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IDNA positions and 7 closed out — a net gain of 12 holders — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Wharton Business Group, cutting an estimated $4.05M.

  • 75 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $46.2M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2022, down 1.1% quarter-over-quarter.
  • 19 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2022 was Bank of America, an estimated $1.69M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2022 was Wharton Business Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2022.