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iShares Genomics Immunology and Healthcare ETF

63 hedge funds and large institutions have $45.1M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 6663 (-3)

5.38% less ownership

Funds ownership: 36.85%31.47% (-5.4%)

8% less capital invested

Capital invested by funds: $48.8M → $45.1M (-$3.76M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.91%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
10
Increased
14
Reduced
19
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PCA
26
Prosperity Capital Advisors
Ohio
$285K +$4.27K +182 +2%
NSAM
27
North Star Asset Management
Wisconsin
$267K
CA
28
Cetera Advisors
Colorado
$259K +$2.93K +125 +1%
OWM
29
Opes Wealth Management
California
$247K +$32.8K +1,400 +16%
WAP
30
Wealthcare Advisory Partners
Pennsylvania
$238K -$12K -513 -5%
LWM
31
Lodestone Wealth Management
Washington
$236K -$21.7K -926 -10%
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$230K -$450K -19,200 -67%
IWC
33
Integrated Wealth Concepts
Massachusetts
$226K -$217K -9,246 -50%
ACP
34
Aveo Capital Partners
Colorado
$215K
FHC
35
First Heartland Consultants
Missouri
$206K +$200K +8,553 New
PCA
36
Pallas Capital Advisors
Massachusetts
$200K -$286K -12,203 -59%
PS
37
Principal Securities
Iowa
$52.1K -$9.94K -424 -16%
Wells Fargo
38
Wells Fargo
California
$47K -$44.7K -1,908 -49%
S
39
SignatureFD
Georgia
$36.1K
BFEC
40
Benjamin F. Edwards & Company
Missouri
$35K -$2.86K -122 -8%
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$33K +$31.7K +1,353 New
BFPW
42
BOK Financial Private Wealth
Colorado
$32.1K
Bank of Montreal
43
Bank of Montreal
Ontario, Canada
$26.8K -$18.4K -785 -42%
SS
44
Sunbelt Securities
Texas
$26.5K -$938 -40 -4%
PCFFS
45
Pacific Center for Financial Services
California
$20.4K
SPIA
46
Steward Partners Investment Advisory
New York
$15.7K
RIA
47
Realta Investment Advisors
Delaware
$9.8K +$9.54K +407 New
Citigroup
48
Citigroup
New York
$9.63K
NP
49
NorthRock Partners
Minnesota
$9.63K +$9.38K +400 New
AF
50
Advisornet Financial
Minnesota
$8.62K +$8.11K +346 +2,883%

IDNA Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2024, worth a combined $45.1M — down 7.7% from $48.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IDNA and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was UBS Group, adding an estimated $4.84M. The largest seller was Jane Street, cutting an estimated $9.07M.

  • 63 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $45.1M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
  • 10 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2024 was UBS Group, an estimated $4.84M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2024 was Jane Street, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2024.