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iShares Genomics Immunology and Healthcare ETF
IDNA

75 hedge funds and large institutions have $46.1M invested in iShares Genomics Immunology and Healthcare ETF in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 20 increasing their positions, 22 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

2.78% more ownership

Funds ownership: 29.91% → 32.69% (+2.8%)

8% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 13

0% more funds holding

Funds holding: 75 → 75 (0)

0% less capital invested

Capital invested by funds: $46.2M → $46.1M (-$153K)

9% less repeat investments, than reductions

Existing positions increased: 20 | Existing positions reduced: 22

Holders
75
Holders Change
–
Holders Change %
0%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
20
Reduced
22
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
+$3.81M
2
Bank of America
Bank of America
North Carolina
+$1.32M
3
Ameriprise
Ameriprise
Minnesota
+$852K
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$771K
5
PP
Prudential plc
United Kingdom
+$726K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$1.75M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$774K
3
Jane Street
Jane Street
New York
-$730K
4
Nomura Asset Management
Nomura Asset Management
Japan
-$568K
5
Citadel Advisors
Citadel Advisors
Florida
-$394K
Name Holding Trade Value Shares
Change 		Change in
Stake
RCM
51
Raleigh Capital Management
North Carolina
$19K +$20.4K +815 New
BC
52
Barrett & Company
Rhode Island
$17.5K – – –
PNC Financial Services Group
53
PNC Financial Services Group
Pennsylvania
$16.3K -$3.88K -155 -18%
BAM
54
Belpointe Asset Management
Nevada
$16.1K – – –
SPIA
55
Steward Partners Investment Advisory
New York
$15.1K – – –
Citigroup
56
Citigroup
New York
$9.31K – – –
KTC
57
Kistler-Tiffany Companies
Pennsylvania
$8.14K – – –
WIM
58
Westside Investment Management
California
$8.14K – – –
TCM
59
TD Capital Management
Tennessee
$7.44K -$55K -2,198 -87%
FDCDDQ
60
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.98K – – –
TWM
61
Tradition Wealth Management
Minnesota
$6K – – –
NSIM
62
North Star Investment Management
Illinois
$4.65K – – –
TF
63
TimeScale Financial
Massachusetts
$4.38K – – –
Northwestern Mutual Wealth Management
64
Northwestern Mutual Wealth Management
Wisconsin
$3.51K – – –
HWA
65
HHM Wealth Advisors
Tennessee
$3.14K -$21.8K -870 -87%
Simplex Trading
66
Simplex Trading
Illinois
$3K -$9.93K -397 -73%
BBPWM
67
Blue Bell Private Wealth Management
Pennsylvania
$2.56K +$2.75K +110 New
Nomura Asset Management
68
Nomura Asset Management
Japan
$2.33K -$568K -22,700 -100%
AWM
69
Avior Wealth Management
Nebraska
$2.12K +$2.28K +91 New
Fidelity Investments
70
Fidelity Investments
Massachusetts
$1.61K +$1.7K +68 +6,800%
IGWM
71
ICA Group Wealth Management
Colorado
$1.16K – – –
Commonwealth Equity Services
72
Commonwealth Equity Services
Massachusetts
$1.11K -$774K -30,957 -39%
VNA
73
Valley National Advisers
Pennsylvania
$1K +$801 +32 New
AF
74
Advisornet Financial
Minnesota
$279 – – –
JP Morgan Chase
75
JP Morgan Chase
New York
$15 -$675 -27 -59%
1 2
3
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IDNA Hedge Fund Activity: Q1 2023 in Review

75 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2023, worth a combined $46.1M — down 0.33% from $46.2M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IDNA positions and 13 closed out — a net gain of 1 holder — while 20 added to existing stakes and 22 trimmed.

The largest buyer was Wharton Business Group, adding an estimated $3.81M. The largest seller was Morgan Stanley, cutting an estimated $1.75M.

  • 75 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $46.1M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2023, down 0.33% quarter-over-quarter.
  • 14 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2023 and 13 closed out, a net change of +1 holder.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2023 was Wharton Business Group, an estimated $3.81M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2023 was Morgan Stanley, an estimated $1.75M sold.

Based on aggregated 13F filings for Q1 2023.