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iShares Genomics Immunology and Healthcare ETF

103 hedge funds and large institutions have $115M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

16% more funds holding

Funds holding: 89103 (+14)

11% more capital invested

Capital invested by funds: $104M → $115M (+$11.3M)

4.88% more ownership

Funds ownership: 27.7%32.59% (+4.9%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FFN
51
Focus Financial Network
Minnesota
$247K -$14.3K -302 -5%
SPC
52
Sigma Planning Corp
Michigan
$245K -$21.9K -463 -8%
OWM
53
Opes Wealth Management
California
$237K +$257K +5,420 New
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$234K -$4.54K -96 -2%
TWM
55
Tolleson Wealth Management
Texas
$234K
SCFS
56
S.C. Financial Services
Arizona
$225K +$281K +5,947 New
OC
57
Oppenheimer & Co
New York
$221K -$3.08K -65 -1%
WH
58
Willner & Heller
California
$210K +$196K +4,132 New
MML Investors Services
59
MML Investors Services
Massachusetts
$202K -$38.9K -821 -15%
IA
60
IFP Advisors
Florida
$189K +$13.8K +291 +7%
CFO
61
CVA Family Office
Colorado
$187K +$202K +4,264 New
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$126K +$4.17K +88 +3%
SFM
63
Signet Financial Management
New Jersey
$97K +$105K +2,217 New
CAPTRUST Financial Advisors
64
CAPTRUST Financial Advisors
North Carolina
$82K +$35.2K +743 +65%
LWA
65
Lenox Wealth Advisors
New York
$77K +$83.3K +1,760 New
National Bank of Canada
66
National Bank of Canada
Quebec, Canada
$73K +$79.3K +1,675 New
NFG
67
Next Financial Group
Texas
$68K +$23.1K +489 +46%
S
68
SignatureFD
Georgia
$66K +$42.6K +900 +150%
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$54K
VNA
70
Valley National Advisers
Pennsylvania
$53K +$57.1K +1,207 New
PA
71
Parallel Advisors
California
$51K +$39.6K +836 +252%
PCFFS
72
Pacific Center for Financial Services
California
$45K +$15.4K +325 +46%
HWA
73
HHM Wealth Advisors
Tennessee
$44K
MIFH
74
Migdal Insurance & Financial Holdings
Israel
$44K +$47.3K +1,000 New
AIC
75
Archer Investment Corporation
Indiana
$43.8K

IDNA Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2021, worth a combined $115M — up 11% from $104M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDNA positions and 12 closed out — a net gain of 14 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $5.88M. The largest seller was Bank of America, cutting an estimated $4.54M.

  • 103 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $115M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 26 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2021 was Jane Street, an estimated $5.88M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2021 was Bank of America, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2021.