We are live on ! Find out more
IDNA icon

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
Citadel Advisors
76
Citadel Advisors
Florida
– -$394K -15,654 Closed
FHC
77
First Heartland Consultants
Missouri
– -$213K -8,472 Closed
PIMG
78
Patriot Investment Management Group
Tennessee
– -$123K -4,505 Closed
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
– -$63K -2,504 Closed
CS
80
Credit Suisse
Switzerland
– -$35K -1,392 Closed
VCM
81
Vigilant Capital Management
Maine
– -$25K -1,000 Closed
JFGIW
82
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– -$20.7K -824 Closed
BWM
83
BerganKDV Wealth Management
Minnesota
– -$7.02K -279 Closed
NA
84
NewEdge Advisors
Louisiana
– -$6.04K -240 Closed
MCC
85
Money Concepts Capital
Florida
– -$5.94K -236 Closed
SWM
86
Sugarloaf Wealth Management
Georgia
– -$5.36K -213 Closed
HI
87
Harbour Investments
Wisconsin
– -$1.26K -50 Closed
FHA
88
First Horizon Advisors
Tennessee
– -$252 -10 Closed
1 2 3
4

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.