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iShares Genomics Immunology and Healthcare ETF

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

55% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 11

0.87% more ownership

Funds ownership: 40.86%41.73% (+0.87%)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less capital invested

Capital invested by funds: $44.4M → $44.1M (-$290K)

2% less funds holding

Funds holding: 4847 (-1)

Holders
47
Holders Change
-1
Holders Change %
-2.08%
% of All Funds
0.62%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$177K -$61.6K -3,057 -26%
T
27
Tidemark
California
$27.6K -$1.49K -74 -5%
SS
28
Sunbelt Securities
Texas
$24.9K +$2.01K +100 +10%
Bank of Montreal
29
Bank of Montreal
Ontario, Canada
$16K
PCFFS
30
Pacific Center for Financial Services
California
$11.3K -$3.69K -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 +$4.13K +205 New
Simplex Trading
36
Simplex Trading
Illinois
$4K +$4.85K +241 New
PS
37
Principal Securities
Iowa
$3.83K -$22.8K -1,132 -86%
GWM
38
Geneos Wealth Management
Colorado
$3.37K -$3.26K -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
$2.19K
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 +$20 +1 +1%
AAS
46
Ameritas Advisory Services
Nebraska
$410 +$403 +20 New
EWM
47
Evolution Wealth Management
Florida
$205 +$201 +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

IDNA Hedge Fund Activity: Q2 2025 in Review

47 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q2 2025, worth a combined $44.1M — down 0.65% from $44.4M a quarter earlier.

Fund positioning in IDNA was balanced in Q2 2025: 7 funds opened new positions, 7 closed out, 17 added to existing stakes and 11 trimmed.

The largest buyer was Portland Global Advisors, opening a new position worth an estimated $2.06M. The largest seller was Morgan Stanley, cutting an estimated $4.12M.

  • 47 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q2 2025, down from 48 in Q1 2025.
  • Funds reported $44.1M of iShares Genomics Immunology and Healthcare ETF stock for Q2 2025, down 0.65% quarter-over-quarter.
  • 7 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q2 2025 and 7 closed out, a net change of 0 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q2 2025 was Portland Global Advisors, an estimated $2.06M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q2 2025 was Morgan Stanley, an estimated $4.12M sold.

Based on aggregated 13F filings for Q2 2025.