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iShares Genomics Immunology and Healthcare ETF

89 hedge funds and large institutions have $104M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 34 increasing their positions, 13 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

162% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 13

100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 6

6% more funds holding

Funds holding: 8489 (+5)

6% more capital invested

Capital invested by funds: $98.7M → $104M (+$5.44M)

0.27% more ownership

Funds ownership: 27.44%27.7% (+0.27%)

100% less funds holding in top 10

Funds holding in top 10: 10 (-1)

Holders
89
Holders Change
+5
Holders Change %
+5.95%
% of All Funds
1.56%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
12
Increased
34
Reduced
13
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KTC
76
Kistler-Tiffany Companies
Pennsylvania
$18K
PA
77
Parallel Advisors
California
$17K +$5.11K +98 +42%
SWM
78
Sugarloaf Wealth Management
Georgia
$16K
LWM
79
Liberty Wealth Management
California
$16K +$3.08K +59 +24%
GEA
80
Glen Eagle Advisors
New Jersey
$15.2K
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$15.2K +$15.6K +300 New
NSIM
82
North Star Investment Management
Illinois
$15K
CFGS
83
Concourse Financial Group Securities
Alabama
$14K
TWM
84
Tradition Wealth Management
Minnesota
$13K
TCWM
85
Total Clarity Wealth Management
Illinois
$7K +$7.46K +143 New
CCM
86
Covington Capital Management
California
$5K
WIM
87
Westside Investment Management
California
$4.98K
WT
88
Washington Trust
Rhode Island
$4K
JIR
89
James Investment Research
Ohio
-$273K -5,247 Closed
CFO
90
CVA Family Office
Colorado
-$222K -4,264 Closed
VWM
91
Venturi Wealth Management
Texas
-$202K -3,874 Closed
FPW
92
Flagship Private Wealth
Massachusetts
-$48.2K -969 Closed
CB
93
Community Bank
New York
-$18K -350 Closed
TCOV
94
Trust Company of Vermont
Vermont
-$1K -21 Closed

IDNA Hedge Fund Activity: Q3 2021 in Review

89 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q3 2021, worth a combined $104M — up 5.5% from $98.7M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new IDNA positions and 6 closed out — a net gain of 6 holders — while 34 added to existing stakes and 13 trimmed.

The largest buyer was Bank of America, adding an estimated $9.95M. The largest seller was Retirement Capital Strategies, cutting an estimated $4.54M.

  • 89 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q3 2021, up from 84 in Q2 2021.
  • Funds reported $104M of iShares Genomics Immunology and Healthcare ETF stock for Q3 2021, up 5.5% quarter-over-quarter.
  • 12 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q3 2021 and 6 closed out, a net change of +6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q3 2021 was Bank of America, an estimated $9.95M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q3 2021 was Retirement Capital Strategies, an estimated $4.54M sold.

Based on aggregated 13F filings for Q3 2021.