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iShares Genomics Immunology and Healthcare ETF
IDNA

89 hedge funds and large institutions have $104M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more funds holding

Funds holding: 84 → 89 (+5)

6% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.44M)

0.27% more ownership

Funds ownership: 27.44% → 27.7% (+0.27%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.56%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
34
Reduced
13
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$9.95M
2
PWP
Principle Wealth Partners
Connecticut
+$2.79M
3
Morgan Stanley
Morgan Stanley
New York
+$2.28M
4
FTUS
Flow Traders U.S.
New York
+$733K
5
DAS
Dynamic Advisor Solutions
Arizona
+$560K

Top Sellers

Rank Fund Capital Flow
1
RCS
Retirement Capital Strategies
California
-$4.54M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.59M
3
Jane Street
Jane Street
New York
-$843K
4
LPL Financial
LPL Financial
California
-$562K
5
UBS Group
UBS Group
Switzerland
-$353K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$260K +$5.21K +100 +2%
IA
52
IFP Advisors
Florida
$201K – – –
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$147K +$32.7K +628 +30%
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$62K +$28.7K +550 +81%
CAPTRUST Financial Advisors
55
CAPTRUST Financial Advisors
North Carolina
$58K +$13.6K +260 +30%
Simplex Trading
56
Simplex Trading
Illinois
$55K – – –
NFG
57
Next Financial Group
Texas
$54K – – –
HWA
58
HHM Wealth Advisors
Tennessee
$51K – – –
AIC
59
Archer Investment Corporation
Indiana
$50.7K – – –
PA
60
PSI Advisors
Florida
$48K +$49.6K +951 New
TCM
61
TD Capital Management
Tennessee
$45K – – –
BCV
62
Banque Cantonale Vaudoise
Switzerland
$43K +$20.9K +400 +91%
Koshinski Asset Management
63
Koshinski Asset Management
Illinois
$40.6K +$41.7K +800 New
Barclays
64
Barclays
United Kingdom
$40K +$41.6K +798 New
Fidelity Investments
65
Fidelity Investments
Massachusetts
$38K +$4.64K +89 +14%
EIP
66
Ellis Investment Partners
Pennsylvania
$37K +$15.6K +300 +70%
PCFFS
67
Pacific Center for Financial Services
California
$36K +$37.1K +712 New
APA
68
American Portfolios Advisors
New York
$33.7K +$15.1K +289 +77%
SPIA
69
Steward Partners Investment Advisory
New York
$33K +$33.9K +651 New
S
70
SignatureFD
Georgia
$30K +$31.3K +600 New
AP
71
Atwood & Palmer
Missouri
$27K – – –
HI
72
Harbour Investments
Wisconsin
$26K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$24K – – –
Citigroup
74
Citigroup
New York
$20K – – –
TF
75
TimeScale Financial
Massachusetts
$20K – – –
1 2
3
4

IDNA Hedge Fund Activity: Q3 2021 in Review

89 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2021, worth a combined $104M — up 5.5% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IDNA positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $9.95M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.54M.

  • 89 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2021, up from 84 in Q2 2021.
  • Funds reported $104M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 12 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2021 was Bank of America, an estimated $9.95M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2021 was Retirement Capital Strategies, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2021.