iShares Genomics Immunology and Healthcare ETF
IDNA
67 hedge funds and large institutions have $47.9M invested in iShares Genomics Immunology and Healthcare ETF in 2023 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 22 increasing their positions, 19 reducing their positions, and 11 closing their positions.
16% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 19
4% more capital invested
Capital invested by funds: $46.1M → $47.9M (+$1.78M)
0.88% more ownership
Funds ownership: 32.69% → 33.57% (+0.88%)
11% less funds holding
Funds holding: 75 → 67 (-8)
73% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$1.34M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$836K |
| 3 |
Morgan Stanley
New York
|
+$806K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$603K |
| 5 |
PCA
Pallas Capital Advisors
Braintree,
Massachusetts
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$1.06M |
| 2 |
WAP
Wealthcare Advisory Partners
West Chester,
Pennsylvania
|
-$990K |
| 3 |
SFFS
Stonehage Fleming Financial Services
St. Helier,
Jersey
|
-$465K |
| 4 |
LPL Financial
San Diego,
California
|
-$392K |
| 5 |
AWM
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$371K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Simplex Trading
Chicago,
Illinois
| – | -$3K | -145 | Closed |
|
77
Fidelity Investments
Boston,
Massachusetts
| – | -$1.61K | -69 | Closed |
|
78
JP Morgan Chase
New York
| – | -$15 | -19 | Closed |
|
IDNA Hedge Fund Activity: Q2 2023 in Review
67 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q2 2023, worth a combined $47.9M — up 3.9% from $46.1M a quarter earlier.
Sellers outnumbered buyers: 11 funds closed out of IDNA and 3 opened new positions — a net loss of 8 holders — while 19 trimmed existing stakes and 22 added.
The largest buyer was Integrated Wealth Concepts, adding an estimated $1.34M. The largest seller was Wharton Business Group, cutting an estimated $1.06M.
- 67 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q2 2023, down from 75 in Q1 2023.
- Funds reported $47.9M of iShares Genomics Immunology and Healthcare ETF stock for Q2 2023, up 3.9% quarter-over-quarter.
- 3 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q2 2023 and 11 closed out, a net change of -8 holders.
- The largest iShares Genomics Immunology and Healthcare ETF buyer in Q2 2023 was Integrated Wealth Concepts, an estimated $1.34M added.
- The largest iShares Genomics Immunology and Healthcare ETF seller in Q2 2023 was Wharton Business Group, an estimated $1.06M sold.
Based on aggregated 13F filings for Q2 2023.