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iShares Genomics Immunology and Healthcare ETF
IDNA

86 hedge funds and large institutions have $73.8M invested in iShares Genomics Immunology and Healthcare ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 22 increasing their positions, 30 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.98% less ownership

Funds ownership: 32.59% → 31.61% (-0.98%)

17% less funds holding

Funds holding: 103 → 86 (-17)

27% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 30

36% less capital invested

Capital invested by funds: $115M → $73.8M (-$41.6M)

48% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 29

Holders
86
Holders Change
-17
Holders Change %
-16.5%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
15
Increased
22
Reduced
30
Closed
29
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.64M
2
WBG
Wharton Business Group
Pennsylvania
+$3.05M
3
FTUS
Flow Traders U.S.
New York
+$1.53M
4
WAP
Wealthcare Advisory Partners
Pennsylvania
+$1.23M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$737K

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.26M
2
RCS
Retirement Capital Strategies
California
-$3.5M
3
Jane Street
Jane Street
New York
-$3.25M
4
SHJ
Sharkey, Howes & Javer
Colorado
-$2.72M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.36M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFS
76
Prospera Financial Services
Texas
$4K +$4.42K +125 New
WIM
77
Westside Investment Management
California
$3.52K – – –
Nomura Asset Management
78
Nomura Asset Management
Japan
$3.44K +$3.53K +100 New
CCM
79
Covington Capital Management
California
$3K – – –
SMG
80
Spectrum Management Group
Indiana
$3K +$2.9K +82 New
WAM
81
Worth Asset Management
Texas
$3K +$3.53K +100 New
VNA
82
Valley National Advisers
Pennsylvania
$1K -$41.5K -1,175 -97%
Simplex Trading
83
Simplex Trading
Illinois
$1K -$3.6K -102 -70%
RCS
84
Retirement Capital Strategies
California
– -$3.5M -79,806 Closed
SHJ
85
Sharkey, Howes & Javer
Colorado
– -$2.72M -62,112 Closed
Neuberger Berman Group
86
Neuberger Berman Group
New York
– -$1.51M -34,501 Closed
PWP
87
Principle Wealth Partners
Connecticut
– -$1.09M -24,778 Closed
CPC
88
Congress Park Capital
New York
– -$764K -17,437 Closed
SC
89
Scotia Capital
Ontario, Canada
– -$655K -14,949 Closed
Chevy Chase Trust
90
Chevy Chase Trust
Maryland
– -$548K -12,505 Closed
Stifel Financial
91
Stifel Financial
Missouri
– -$431K -9,828 Closed
IWM
92
IHT Wealth Management
Illinois
– -$305K -6,964 Closed
NGA
93
Naples Global Advisors
Florida
– -$296K -6,765 Closed
SCFS
94
S.C. Financial Services
Arizona
– -$225K -5,947 Closed
EIA
95
Eldridge Investment Advisors
New Hampshire
– -$253K -5,783 Closed
FFN
96
Focus Financial Network
Minnesota
– -$247K -5,645 Closed
SPC
97
Sigma Planning Corp
Michigan
– -$245K -5,603 Closed
TWM
98
Tolleson Wealth Management
Texas
– -$234K -5,334 Closed
OC
99
Oppenheimer & Co
New York
– -$221K -5,055 Closed
MML Investors Services
100
MML Investors Services
Massachusetts
– -$202K -4,603 Closed
1 2 3
4
5

IDNA Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2022, worth a combined $73.8M — down 36% from $115M a quarter earlier.

Sellers outnumbered buyers: 29 funds closed out of IDNA and 15 opened new positions — a net loss of 14 holders — while 30 trimmed existing stakes and 22 added.

The largest buyer was Bank of America, adding an estimated $4.64M. The largest seller was UBS Group, cutting an estimated $4.26M.

  • 86 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2022, down from 103 in Q4 2021.
  • Funds reported $73.8M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2022, down 36% quarter-over-quarter.
  • 15 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2022 and 29 closed out, a net change of -14 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2022 was Bank of America, an estimated $4.64M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2022 was UBS Group, an estimated $4.26M sold.

Based on aggregated 13F filings for Q1 2022.