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iShares Genomics Immunology and Healthcare ETF
IDNA

Overview Fund Activity

47 hedge funds and large institutions have $44.1M invested in iShares Genomics Immunology and Healthcare ETF in 2025 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 17 increasing their positions, 11 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.63%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
17
Reduced
11
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PGA
Portland Global Advisors
Maine
$2.1M
2
UBS Group
UBS Group
Switzerland
$11.3M
3
FTUS
Flow Traders U.S.
New York
$931K
4
Jane Street
Jane Street
New York
$904K
5
Raymond James Financial
Raymond James Financial
Florida
$2.78M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$2.7M
2
CCA
Clearwater Capital Advisors
Illinois
$1.38M
3
Lido Advisors
Lido Advisors
California
$698K
4
CPRC
Consolidated Portfolio Review Corp
New York
$0
5
OIA
OneDigital Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$161K -$82.6K -3,957 -34%
T
27
Tidemark
California
$27.6K -$1.52K -74 -5%
SS
28
Sunbelt Securities
Texas
$24.9K +$2.26K +100 +10%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$16K – – –
PCFFS
30
Pacific Center for Financial Services
California
$11.3K -$3.75K -183 -25%
FDCDDQ
31
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.15K – – –
IA
32
IFP Advisors
Florida
$5.97K – – –
MMCM
33
Murphy & Mullick Capital Management
New York
$5.64K – – –
AIC
34
Archer Investment Corporation
Indiana
$5.09K – – –
AAP
35
Arax Advisory Partners
Colorado
$4.21K +$4.21K +205 New
Simplex Trading
36
Simplex Trading
Illinois
$4K +$4K +241 New
PS
37
Principal Securities
Iowa
$3.84K -$23.2K -1,132 -86%
GWM
38
Geneos Wealth Management
Colorado
$3.37K -$3.33K -162 -50%
HWA
39
HHM Wealth Advisors
Tennessee
$2.77K – – –
AWM
40
AE Wealth Management
Kansas
$2.73K – – –
BBPWM
41
Blue Bell Private Wealth Management
Pennsylvania
$2.26K – – –
FFA
42
Farther Finance Advisors
California
$2.2K – – –
PNC Financial Services Group
43
PNC Financial Services Group
Pennsylvania
$2.05K – – –
1NWS
44
1 North Wealth Services
Maryland
$1.74K – – –
GSWM
45
Golden State Wealth Management
California
$1.6K +$21 +1 +1%
AAS
46
Ameritas Advisory Services
Nebraska
$410 +$410 +20 New
EWM
47
Evolution Wealth Management
Florida
$205 +$205 +10 New
CPRC
48
Consolidated Portfolio Review Corp
New York
– -$260K -12,693 Closed
OIA
49
OneDigital Investment Advisors
Kansas
– -$205K -9,981 Closed
Carson Wealth (CWM LLC)
50
Carson Wealth (CWM LLC)
Nebraska
– -$28K -1,361 Closed
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