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iShares Genomics Immunology and Healthcare ETF
IDNA

63 hedge funds and large institutions have $45.1M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 19 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less funds holding

Funds holding: 66 → 63 (-3)

5.38% less ownership

Funds ownership: 36.85% → 31.47% (-5.4%)

8% less capital invested

Capital invested by funds: $48.8M → $45.1M (-$3.76M)

23% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 13

26% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 19

Holders
63
Holders Change
-3
Holders Change %
-4.55%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
14
Reduced
19
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
+$4.84M
2
Bank of America
Bank of America
North Carolina
+$2.01M
3
WBG
Wharton Business Group
Pennsylvania
+$1.61M
4
CPG
Custom Portfolio Group
Colorado
+$742K
5
SFFS
Stonehage Fleming Financial Services
Jersey
+$469K

Top Sellers

Rank Fund Capital Flow
1
Jane Street
Jane Street
New York
-$9.07M
2
Morgan Stanley
Morgan Stanley
New York
-$2.9M
3
RIG
RiverFront Investment Group
Virginia
-$896K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$604K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$593K
Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
51
Westside Investment Management
California
$8.4K – – –
JP Morgan Chase
52
JP Morgan Chase
New York
$8.19K +$7.97K +340 New
FDCDDQ
53
Federation des caisses Desjardins du Quebec
Quebec, Canada
$7.22K – – –
IA
54
IFP Advisors
Florida
$7.01K – – –
AIC
55
Archer Investment Corporation
Indiana
$5.97K – – –
TCM
56
TD Capital Management
Tennessee
$5.64K – – –
HWA
57
HHM Wealth Advisors
Tennessee
$3.25K – – –
BBPWM
58
Blue Bell Private Wealth Management
Pennsylvania
$2.65K – – –
Fidelity Investments
59
Fidelity Investments
Massachusetts
$2.46K +$2.39K +102 New
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$2.41K – – –
SWC
61
Spectrum Wealth Counsel
Indiana
$1.98K – – –
PFM
62
Phillips Financial Management
Indiana
$1.01K – – –
IGWM
63
ICA Group Wealth Management
Colorado
$602 – – –
RIG
64
RiverFront Investment Group
Virginia
– -$896K -38,919 Closed
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
– -$604K -26,270 Closed
Susquehanna International Group
66
Susquehanna International Group
Pennsylvania
– -$593K -25,752 Closed
Truist Financial
67
Truist Financial
North Carolina
– -$454K -19,728 Closed
PFS
68
Prospera Financial Services
Texas
– -$260K -11,310 Closed
ASN
69
Advisory Services Network
Georgia
– -$87.2K -3,788 Closed
RCM
70
Raleigh Capital Management
North Carolina
– -$20.1K -876 Closed
TWM
71
Tradition Wealth Management
Minnesota
– -$17K -756 Closed
Simplex Trading
72
Simplex Trading
Illinois
– -$11K -493 Closed
T
73
Tidemark
California
– -$4.16K -181 Closed
SAM
74
Smartleaf Asset Management
Massachusetts
– -$2.56K -110 Closed
Nomura Asset Management
75
Nomura Asset Management
Japan
– -$2.3K -100 Closed
1 2
3
4

IDNA Hedge Fund Activity: Q1 2024 in Review

63 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2024, worth a combined $45.1M — down 7.7% from $48.8M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of IDNA and 10 opened new positions — a net loss of 3 holders — while 19 trimmed existing stakes and 14 added.

The largest buyer was UBS Group, adding an estimated $4.84M. The largest seller was Jane Street, cutting an estimated $9.07M.

  • 63 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2024, down from 66 in Q4 2023.
  • Funds reported $45.1M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2024, down 7.7% quarter-over-quarter.
  • 10 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2024 and 13 closed out, a net change of -3 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2024 was UBS Group, an estimated $4.84M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2024 was Jane Street, an estimated $9.07M sold.

Based on aggregated 13F filings for Q1 2024.