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iShares Genomics Immunology and Healthcare ETF

48 hedge funds and large institutions have $43.7M invested in iShares Genomics Immunology and Healthcare ETF in 2020 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 12 increasing their positions, 5 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 5

122% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 9

45% more capital invested

Capital invested by funds: $30.1M → $43.7M (+$13.6M)

30% more funds holding

Funds holding: 3748 (+11)

1.52% less ownership

Funds ownership: 21.14%19.62% (-1.5%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
48
Holders Change
+11
Holders Change %
+29.73%
% of All Funds
0.97%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
20
Increased
12
Reduced
5
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
51
Sowell Financial Services
Arkansas
-$616K -16,231 Closed
PAG
52
Private Advisor Group
New Jersey
-$314K -8,275 Closed
TA
53
TCG Advisors
Texas
-$280K -7,374 Closed
AAS
54
Avantax Advisory Services
Texas
-$208K -5,491 Closed
LC
55
Lindbrook Capital
California
-$15K -400 Closed
BWM
56
Baystate Wealth Management
Massachusetts
-$9K -238 Closed
OPS
57
Orion Portfolio Solutions
Nebraska
-$1K -30 Closed

IDNA Hedge Fund Activity: Q3 2020 in Review

48 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2020, worth a combined $43.7M — up 45% from $30.1M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new IDNA positions and 9 closed out — a net gain of 11 holders — while 12 added to existing stakes and 5 trimmed.

The largest buyer was UBS Group, adding an estimated $3.36M. The largest seller was Retirement Capital Strategies, cutting an estimated $5.99M.

  • 48 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2020, up from 37 in Q2 2020.
  • Funds reported $43.7M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2020, up 45% quarter-over-quarter.
  • 20 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2020 and 9 closed out, a net change of +11 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2020 was UBS Group, an estimated $3.36M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2020 was Retirement Capital Strategies, an estimated $5.99M sold.

Based on aggregated 13F filings for Q3 2020.