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iShares Genomics Immunology and Healthcare ETF

62 hedge funds and large institutions have $45.1M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 19 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

1.87% more ownership

Funds ownership: 31.47%33.33% (+1.9%)

0% more capital invested

Capital invested by funds: $45.1M → $45.1M (+$37.4K)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

5% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 19

2% less funds holding

Funds holding: 6362 (-1)

Holders
62
Holders Change
-1
Holders Change %
-1.59%
% of All Funds
0.9%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
18
Reduced
19
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWM
26
Opes Wealth Management
California
$237K
GS
27
GTS Securities
New York
$232K +$235K +10,027 New
LWM
28
Lodestone Wealth Management
Washington
$230K -$2.88K -123 -1%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$219K -$9.04K -386 -4%
PP
30
Prudential plc
United Kingdom
$218K -$389K -16,600 -64%
IWC
31
Integrated Wealth Concepts
Massachusetts
$205K -$11.9K -509 -5%
Jones Financial Companies
32
Jones Financial Companies
Missouri
$90.8K +$92K +3,929 New
PS
33
Principal Securities
Iowa
$50.2K +$140 +6 +0.3%
JP Morgan Chase
34
JP Morgan Chase
New York
$45.4K +$38K +1,624 +478%
S
35
SignatureFD
Georgia
$34.7K
Wells Fargo
36
Wells Fargo
California
$34.6K -$10.7K -455 -23%
Carson Wealth (CWM LLC)
37
Carson Wealth (CWM LLC)
Nebraska
$31K +$117 +5 +0.4%
BFPW
38
BOK Financial Private Wealth
Colorado
$30.8K
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$25.8K
SS
40
Sunbelt Securities
Texas
$25.4K
T
41
Tidemark
California
$23.7K +$24K +1,026 New
PCFFS
42
Pacific Center for Financial Services
California
$19.7K +$94 +4 +0.5%
SPIA
43
Steward Partners Investment Advisory
New York
$15.1K
TFF
44
The Family Firm
Maryland
$12.9K +$13K +557 New
BFEC
45
Benjamin F. Edwards & Company
Missouri
$10K -$24.5K -1,047 -71%
RIA
46
Realta Investment Advisors
Delaware
$9.41K
Citigroup
47
Citigroup
New York
$9.25K
NP
48
NorthRock Partners
Minnesota
$9.25K
WIM
49
Westside Investment Management
California
$8.09K
FDCDDQ
50
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.94K

IDNA Hedge Fund Activity: Q2 2024 in Review

62 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q2 2024, worth a combined $45.1M — up 0.08% from $45.1M a quarter earlier.

Fund positioning in IDNA was balanced in Q2 2024: 6 funds opened new positions, 6 closed out, 18 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $1.96M. The largest seller was Osaic Holdings, cutting an estimated $894K.

  • 62 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q2 2024, down from 63 in Q1 2024.
  • Funds reported $45.1M of iShares Genomics Immunology and Healthcare ETF stock for Q2 2024, up 0.08% quarter-over-quarter.
  • 6 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q2 2024 and 6 closed out, a net change of 0 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q2 2024 was Jane Street, an estimated $1.96M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q2 2024 was Osaic Holdings, an estimated $894K sold.

Based on aggregated 13F filings for Q2 2024.