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iShares Genomics Immunology and Healthcare ETF

75 hedge funds and large institutions have $46.2M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 13 increasing their positions, 24 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

171% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 7

12% more funds holding

Funds holding: 6775 (+8)

2.21% more ownership

Funds ownership: 27.7%29.91% (+2.2%)

1% less capital invested

Capital invested by funds: $46.7M → $46.2M (-$497K)

46% less repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 24

Holders
75
Holders Change
+8
Holders Change %
+11.94%
% of All Funds
1.21%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
19
Increased
13
Reduced
24
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$21.6K
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$20.7K +$22.1K +824 New
BC
53
Barrett & Company
Rhode Island
$18.9K
CCM
54
Cribstone Capital Management
Maine
$17.6K +$18.8K +700 New
BAM
55
Belpointe Asset Management
Nevada
$17.4K +$18.6K +691 New
SPIA
56
Steward Partners Investment Advisory
New York
$16.4K
Simplex Trading
57
Simplex Trading
Illinois
$13K -$2.71K -101 -16%
Citigroup
58
Citigroup
New York
$10.1K
KTC
59
Kistler-Tiffany Companies
Pennsylvania
$8.81K
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.55K
BWM
61
BerganKDV Wealth Management
Minnesota
$7.02K +$7.49K +279 New
NA
62
NewEdge Advisors
Louisiana
$6.04K +$6.45K +240 New
TWM
63
Tradition Wealth Management
Minnesota
$6K
MCC
64
Money Concepts Capital
Florida
$5.94K -$121K -4,501 -95%
SWM
65
Sugarloaf Wealth Management
Georgia
$5.36K -$2.63K -98 -32%
NSIM
66
North Star Investment Management
Illinois
$5.03K -$2.69K -100 -33%
TF
67
TimeScale Financial
Massachusetts
$4.97K
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$3.8K -$11.1K -415 -73%
WIM
69
Westside Investment Management
California
$2.51K -$18.8K -700 -67%
IGWM
70
ICA Group Wealth Management
Colorado
$1.35K +$1.34K +50 New
HI
71
Harbour Investments
Wisconsin
$1.26K -$6.93K -258 -84%
JP Morgan Chase
72
JP Morgan Chase
New York
$1K +$1.24K +46 New
AF
73
Advisornet Financial
Minnesota
$302
FHA
74
First Horizon Advisors
Tennessee
$252
Fidelity Investments
75
Fidelity Investments
Massachusetts
$25 +$27 +1 New

IDNA Hedge Fund Activity: Q4 2022 in Review

75 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2022, worth a combined $46.2M — down 1.1% from $46.7M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IDNA positions and 7 closed out — a net gain of 12 holders — while 13 added to existing stakes and 24 trimmed.

The largest buyer was Bank of America, adding an estimated $1.69M. The largest seller was Wharton Business Group, cutting an estimated $4.05M.

  • 75 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2022, up from 67 in Q3 2022.
  • Funds reported $46.2M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2022, down 1.1% quarter-over-quarter.
  • 19 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2022 and 7 closed out, a net change of +12 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2022 was Bank of America, an estimated $1.69M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2022 was Wharton Business Group, an estimated $4.05M sold.

Based on aggregated 13F filings for Q4 2022.