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iShares Genomics Immunology and Healthcare ETF
IDNA

66 hedge funds and large institutions have $48.8M invested in iShares Genomics Immunology and Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $36.1M → $48.8M (+$12.7M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

7.5% more ownership

Funds ownership: 29.35% → 36.85% (+7.5%)

0% more funds holding

Funds holding: 66 → 66 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
66
Holders Change
–
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
21
Reduced
19
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
+$6.64M
2
Morgan Stanley
Morgan Stanley
New York
+$1.8M
3
CCA
Clearwater Capital Advisors
Illinois
+$1.08M
4
Bank of America
Bank of America
North Carolina
+$804K
5
Citadel Advisors
Citadel Advisors
Florida
+$369K

Top Sellers

Rank Fund Capital Flow
1
WBG
Wharton Business Group
Pennsylvania
-$1.66M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.32M
3
IWC
Integrated Wealth Concepts
Massachusetts
-$768K
4
SFFS
Stonehage Fleming Financial Services
Jersey
-$285K
5
PP
Prudential plc
United Kingdom
-$213K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
51
Westside Investment Management
California
$8.05K – – –
FDCDDQ
52
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.9K – – –
IA
53
IFP Advisors
Florida
$6.7K -$10.5K -525 -64%
AIC
54
Archer Investment Corporation
Indiana
$5.71K – – –
TCM
55
TD Capital Management
Tennessee
$5.39K +$20 +1 +0.4%
T
56
Tidemark
California
$4.16K +$3.64K +181 New
HWA
57
HHM Wealth Advisors
Tennessee
$3.11K – – –
SAM
58
Smartleaf Asset Management
Massachusetts
$2.56K +$2.21K +110 New
BBPWM
59
Blue Bell Private Wealth Management
Pennsylvania
$2.53K – – –
Nomura Asset Management
60
Nomura Asset Management
Japan
$2.3K – – –
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$2.3K – – –
LPP
62
Life Planning Partners
Florida
$1.89K +$1.65K +82 New
SWC
63
Spectrum Wealth Counsel
Indiana
$1.89K +$1.65K +82 New
PFM
64
Phillips Financial Management
Indiana
$966 – – –
IGWM
65
ICA Group Wealth Management
Colorado
$575 +$502 +25 New
AF
66
Advisornet Financial
Minnesota
$276 – – –
SFFS
67
Stonehage Fleming Financial Services
Jersey
– -$285K -14,000 Closed
BC
68
Barrett & Company
Rhode Island
– -$15.3K -750 Closed
Comerica Bank
69
Comerica Bank
Texas
– -$15K -736 Closed
SSWM
70
Sheets Smith Wealth Management
North Carolina
– -$11.1K -547 Closed
VWM
71
Venturi Wealth Management
Texas
– -$6.08K -299 Closed
NSIM
72
North Star Investment Management
Illinois
– -$4.07K -200 Closed
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
– -$2.79K -137 Closed
VNA
74
Valley National Advisers
Pennsylvania
– -$1K -32 Closed
JP Morgan Chase
75
JP Morgan Chase
New York
– -$407 -20 Closed
1 2
3
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IDNA Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2023, worth a combined $48.8M — up 35% from $36.1M a quarter earlier.

Fund positioning in IDNA was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $6.64M. The largest seller was Wharton Business Group, cutting an estimated $1.66M.

  • 66 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $48.8M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 11 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2023 was Jane Street, an estimated $6.64M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2023 was Wharton Business Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.