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iShares Genomics Immunology and Healthcare ETF

53 hedge funds and large institutions have $41.3M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.85% less ownership

Funds ownership: 33.33%29.48% (-3.9%)

8% less capital invested

Capital invested by funds: $45.1M → $41.3M (-$3.75M)

15% less funds holding

Funds holding: 6253 (-9)

55% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 11

62% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 21

Holders
53
Holders Change
-9
Holders Change %
-14.52%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
8
Reduced
21
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FHC
26
First Heartland Consultants
Missouri
$211K +$209K +8,589 New
Jones Financial Companies
27
Jones Financial Companies
Missouri
$98.4K +$1.9K +78 +2%
PS
28
Principal Securities
Iowa
$57.5K +$4.05K +166 +8%
Wells Fargo
29
Wells Fargo
California
$47.3K +$10.4K +426 +28%
S
30
SignatureFD
Georgia
$36.9K
Carson Wealth (CWM LLC)
31
Carson Wealth (CWM LLC)
Nebraska
$33K
BFPW
32
BOK Financial Private Wealth
Colorado
$32.8K
SS
33
Sunbelt Securities
Texas
$27.1K
T
34
Tidemark
California
$25.3K
Bank of Montreal
35
Bank of Montreal
Ontario, Canada
$21K -$5.24K -215 -20%
PCFFS
36
Pacific Center for Financial Services
California
$21K
SPIA
37
Steward Partners Investment Advisory
New York
$16K
HR
38
Howe & Rusling
New York
$15.1K +$14.9K +612 New
JP Morgan Chase
39
JP Morgan Chase
New York
$14.3K -$33.7K -1,381 -70%
Citigroup
40
Citigroup
New York
$9.85K
NP
41
NorthRock Partners
Minnesota
$9.85K
FDCDDQ
42
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.38K
IA
43
IFP Advisors
Florida
$7.16K
WIM
44
Westside Investment Management
California
$6.12K -$2.44K -100 -29%
AIC
45
Archer Investment Corporation
Indiana
$6.1K
TCM
46
TD Capital Management
Tennessee
$5.8K
GSEP
47
Golden State Equity Partners
California
$5.07K +$5.02K +206 New
HWA
48
HHM Wealth Advisors
Tennessee
$3.32K
BBPWM
49
Blue Bell Private Wealth Management
Pennsylvania
$2.71K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2.46K

IDNA Hedge Fund Activity: Q3 2024 in Review

53 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2024, worth a combined $41.3M — down 8.3% from $45.1M a quarter earlier.

Sellers outnumbered buyers: 11 funds closed out of IDNA and 5 opened new positions — a net loss of 6 holders — while 21 trimmed existing stakes and 8 added.

The largest buyer was UBS Group, adding an estimated $2.33M. The largest seller was Jane Street, exiting entirely with an estimated $4.23M sold.

  • 53 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2024, down from 62 in Q2 2024.
  • Funds reported $41.3M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2024, down 8.3% quarter-over-quarter.
  • 5 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2024 and 11 closed out, a net change of -6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2024 was UBS Group, an estimated $2.33M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2024 was Jane Street, an estimated $4.23M sold.

Based on aggregated 13F filings for Q3 2024.