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iShares Genomics Immunology and Healthcare ETF

86 hedge funds and large institutions have $73.8M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 32.59%31.61% (-0.98%)

17% less funds holding

Funds holding: 10386 (-17)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

36% less capital invested

Capital invested by funds: $115M → $73.8M (-$41.6M)

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
86
Holders Change
-17
Holders Change %
-16.5%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
15
Increased
22
Reduced
30
Closed
29
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
51
CAPTRUST Financial Advisors
North Carolina
$72K +$6.96K +197 +10%
LWA
52
Lenox Wealth Advisors
New York
$61K
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$57K +$15.1K +427 +35%
S
54
SignatureFD
Georgia
$52K
National Bank of Canada
55
National Bank of Canada
Quebec, Canada
$49K -$8.83K -250 -15%
HWA
56
HHM Wealth Advisors
Tennessee
$35K
AIC
57
Archer Investment Corporation
Indiana
$33.8K
PCFFS
58
Pacific Center for Financial Services
California
$29K -$7.1K -201 -19%
HBW
59
Hazlett, Burt & Watson
West Virginia
$29K +$29.9K +845 New
APA
60
American Portfolios Advisors
New York
$22.9K
SPIA
61
Steward Partners Investment Advisory
New York
$22K
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$21K +$5.33K +151 +32%
AP
63
Atwood & Palmer
Missouri
$18K
Citigroup
64
Citigroup
New York
$14K
PA
65
Parallel Advisors
California
$12K -$29.5K -836 -72%
KTC
66
Kistler-Tiffany Companies
Pennsylvania
$12K
SWM
67
Sugarloaf Wealth Management
Georgia
$11K
FDCDDQ
68
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.3K
GEA
69
Glen Eagle Advisors
New Jersey
$10.3K
NSIM
70
North Star Investment Management
Illinois
$10K
TWM
71
Tradition Wealth Management
Minnesota
$9K
TFS
72
TrustCore Financial Services
Tennessee
$7K +$7.24K +205 New
TF
73
TimeScale Financial
Massachusetts
$6K -$7.38K -209 -53%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$5K -$24.3K -688 -83%
EIP
75
Ellis Investment Partners
Pennsylvania
$4K

IDNA Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2022, worth a combined $73.8M — down 36% from $115M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IDNA and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $4.64M. The largest seller was UBS Group, cutting an estimated $4.26M.

  • 86 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $73.8M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2022, down 36% quarter-over-quarter.
  • 15 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2022 and 29 closed out, a net change of -14 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2022 was Bank of America, an estimated $4.64M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2022 was UBS Group, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2022.