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iShares Genomics Immunology and Healthcare ETF

58 hedge funds and large institutions have $48.8M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $41.3M → $48.8M (+$7.49M)

9.75% more ownership

Funds ownership: 29.48%39.23% (+9.7%)

9% more funds holding

Funds holding: 5358 (+5)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.76%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
13
Increased
15
Reduced
16
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CPRC
26
Consolidated Portfolio Review Corp
New York
$290K -$37.2K -1,550 -11%
HIP
27
HUB Investment Partners
Texas
$286K -$81.4K -3,392 -21%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$257K -$2.74K -114 -1%
OWM
29
Opes Wealth Management
California
$232K
OIA
30
OneDigital Investment Advisors
Kansas
$226K -$6.63K -276 -3%
M
31
MATAURO
New York
$224K +$238K +9,897 New
Jones Financial Companies
32
Jones Financial Companies
Missouri
$91.4K +$744 +31 +0.8%
S
33
SignatureFD
Georgia
$33.9K
Carson Wealth (CWM LLC)
34
Carson Wealth (CWM LLC)
Nebraska
$33K +$2.47K +103 +8%
BFPW
35
BOK Financial Private Wealth
Colorado
$30.2K
PS
36
Principal Securities
Iowa
$29.8K -$24.4K -1,017 -44%
T
37
Tidemark
California
$28.7K +$5.83K +243 +24%
SS
38
Sunbelt Securities
Texas
$24.8K
PCFFS
39
Pacific Center for Financial Services
California
$19.4K +$96 +4 +0.5%
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$17.7K -$1.8K -75 -9%
SPIA
41
Steward Partners Investment Advisory
New York
$11.3K -$3.63K -151 -23%
Citigroup
42
Citigroup
New York
$9.05K
FDCDDQ
43
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.79K
IA
44
IFP Advisors
Florida
$6.58K
MMCM
45
Murphy & Mullick Capital Management
New York
$6.22K +$6.6K +275 New
AIC
46
Archer Investment Corporation
Indiana
$5.61K
TCM
47
TD Capital Management
Tennessee
$5.36K +$24 +1 +0.4%
Simplex Trading
48
Simplex Trading
Illinois
$4K +$4.87K +203 New
WIM
49
Westside Investment Management
California
$3.4K -$2.4K -100 -40%
HWA
50
HHM Wealth Advisors
Tennessee
$3.06K

IDNA Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2024, worth a combined $48.8M — up 18% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDNA positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.29M. The largest seller was Bank of America, cutting an estimated $2.82M.

  • 58 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $48.8M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 13 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2024 was Morgan Stanley, an estimated $6.29M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2024 was Bank of America, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2024.