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iShares Genomics Immunology and Healthcare ETF

66 hedge funds and large institutions have $48.8M invested in iShares Genomics Immunology and Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $36.1M → $48.8M (+$12.7M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

7.5% more ownership

Funds ownership: 29.35%36.85% (+7.5%)

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
26
Laidlaw Wealth Management
New York
$337K -$188K -9,361 -39%
KAS
27
Kestra Advisory Services
Texas
$313K -$20.6K -1,024 -7%
CPRC
28
Consolidated Portfolio Review Corp
New York
$305K +$49.5K +2,465 +23%
PCA
29
Prosperity Capital Advisors
Ohio
$268K +$234K +11,659 New
LWM
30
Lodestone Wealth Management
Washington
$262K -$14.4K -719 -7%
PFS
31
Prospera Financial Services
Texas
$260K +$11.3K +563 +5%
NSAM
32
North Star Asset Management
Wisconsin
$255K
CA
33
Cetera Advisors
Colorado
$245K +$4.22K +210 +2%
WAP
34
Wealthcare Advisory Partners
Pennsylvania
$239K -$15.5K -774 -7%
ACP
35
Aveo Capital Partners
Colorado
$207K +$181K +9,000 New
OWM
36
Opes Wealth Management
California
$204K +$178K +8,845 New
Wells Fargo
37
Wells Fargo
California
$88.8K -$21.7K -1,080 -22%
ASN
38
Advisory Services Network
Georgia
$87.2K +$76.1K +3,788 New
PS
39
Principal Securities
Iowa
$59.5K +$52K +2,588 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$43.2K -$1.89K -94 -5%
BFEC
41
Benjamin F. Edwards & Company
Missouri
$37K -$4.4K -219 -12%
S
42
SignatureFD
Georgia
$34.5K
BFPW
43
BOK Financial Private Wealth
Colorado
$30.7K
SS
44
Sunbelt Securities
Texas
$26.2K
RCM
45
Raleigh Capital Management
North Carolina
$20.1K +$4.52K +225 +35%
PCFFS
46
Pacific Center for Financial Services
California
$19.5K +$121 +6 +0.7%
TWM
47
Tradition Wealth Management
Minnesota
$17K +$10.1K +502 +198%
SPIA
48
Steward Partners Investment Advisory
New York
$15K
Simplex Trading
49
Simplex Trading
Illinois
$11K +$3.88K +193 +64%
Citigroup
50
Citigroup
New York
$9.2K

IDNA Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2023, worth a combined $48.8M — up 35% from $36.1M a quarter earlier.

Fund positioning in IDNA was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $6.64M. The largest seller was Wharton Business Group, cutting an estimated $1.66M.

  • 66 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $48.8M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 11 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2023 was Jane Street, an estimated $6.64M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2023 was Wharton Business Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.