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iShares Genomics Immunology and Healthcare ETF

79 hedge funds and large institutions have $85.8M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 32 increasing their positions, 10 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

220% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 10

31% more capital invested

Capital invested by funds: $65.5M → $85.8M (+$20.4M)

25% more funds holding

Funds holding: 6379 (+16)

7.25% more ownership

Funds ownership: 19.58%26.83% (+7.2%)

Holders
79
Holders Change
+16
Holders Change %
+25.4%
% of All Funds
1.39%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
21
Increased
32
Reduced
10
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$10.8M +$2.4M +49,022 +26%
Jane Street
2
Jane Street
New York
$9.88M +$8.9M +182,225 +539%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$8.64M
Bank of America
4
Bank of America
North Carolina
$6.13M +$2.74M +56,152 +72%
WBG
5
Wharton Business Group
Pennsylvania
$5.43M +$4.77M +97,625 +462%
LPL Financial
6
LPL Financial
California
$4.96M +$1.35M +27,622 +34%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$4.25M +$1.18M +24,170 +35%
WAP
8
Wealthcare Advisory Partners
Pennsylvania
$4.08M +$1.67M +34,171 +62%
RCS
9
Retirement Capital Strategies
California
$4.03M -$202K -4,125 -4%
SHJ
10
Sharkey, Howes & Javer
Colorado
$2.96M +$3.17M +64,798 New
JMPWA
11
JP Morgan Private Wealth Advisors
California
$2.11M -$151K -3,095 -6%
SWM
12
Strategic Wealth Management
Washington
$2.08M
Baird Financial Group
13
Baird Financial Group
Wisconsin
$2.01M +$2.15M +43,954 New
Citadel Advisors
14
Citadel Advisors
Florida
$1.53M +$1.63M +33,462 New
HIP
15
HUB Investment Partners
Texas
$1.2M +$652K +13,341 +104%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$1.07M +$38.4K +786 +3%
BTWM
17
Baker Tilly Wealth Management
Wisconsin
$1.01M +$772K +15,802 +255%
SC
18
Scotia Capital
Ontario, Canada
$873K +$23.9K +490 +3%
LNC
19
Lincoln National Corp
Pennsylvania
$800K +$24.4K +500 +3%
OWA
20
Outlook Wealth Advisors
Texas
$747K +$36.1K +739 +5%
MFA
21
Mayflower Financial Advisors
Massachusetts
$713K +$762K +15,606 New
KAS
22
Kestra Advisory Services
Texas
$692K +$177K +3,617 +31%
Commonwealth Equity Services
23
Commonwealth Equity Services
Massachusetts
$653K +$196K +4,002 +39%
Stifel Financial
24
Stifel Financial
Missouri
$577K -$1.2M -24,618 -66%
FTUS
25
Flow Traders U.S.
New York
$577K +$306K +6,270 +99%

IDNA Hedge Fund Activity: Q1 2021 in Review

79 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q1 2021, worth a combined $85.8M — up 31% from $65.5M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IDNA positions and 5 closed out — a net gain of 16 holders — while 32 added to existing stakes and 10 trimmed.

The largest buyer was Jane Street, adding an estimated $8.9M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.23M sold.

  • 79 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q1 2021, up from 63 in Q4 2020.
  • Funds reported $85.8M of iShares Genomics Immunology and Healthcare ETF stock for Q1 2021, up 31% quarter-over-quarter.
  • 21 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q1 2021 and 5 closed out, a net change of +16 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q1 2021 was Jane Street, an estimated $8.9M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q1 2021 was Susquehanna International Group, an estimated $1.23M sold.

Based on aggregated 13F filings for Q1 2021.