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iShares Genomics Immunology and Healthcare ETF

103 hedge funds and large institutions have $115M invested in iShares Genomics Immunology and Healthcare ETF in 2021 Q4 according to their latest regulatory filings, with 26 funds opening new positions, 34 increasing their positions, 22 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 12

55% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 22

16% more funds holding

Funds holding: 89103 (+14)

11% more capital invested

Capital invested by funds: $104M → $115M (+$11.3M)

4.88% more ownership

Funds ownership: 27.7%32.59% (+4.9%)

Holders
103
Holders Change
+14
Holders Change %
+15.73%
% of All Funds
1.59%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
26
Increased
34
Reduced
22
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$13.5M +$3.72M +78,614 +34%
Bank of America
2
Bank of America
North Carolina
$9.71M -$4.54M -95,934 -30%
Thrivent Financial for Lutherans
3
Thrivent Financial for Lutherans
Minnesota
$8.75M
Morgan Stanley
4
Morgan Stanley
New York
$8.12M +$5.33M +112,689 +155%
Jane Street
5
Jane Street
New York
$6.54M +$5.88M +124,210 +498%
WBG
6
Wharton Business Group
Pennsylvania
$6.05M -$1.08M -22,860 -14%
WAP
7
Wealthcare Advisory Partners
Pennsylvania
$5.74M +$513K +10,833 +9%
LPL Financial
8
LPL Financial
California
$4.62M +$209K +4,420 +4%
Citadel Advisors
9
Citadel Advisors
Florida
$3.66M +$2.38M +50,199 +151%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$3.52M +$1.4M +29,557 +58%
RCS
11
Retirement Capital Strategies
California
$3.5M -$264K -5,581 -7%
SHJ
12
Sharkey, Howes & Javer
Colorado
$2.72M -$132K -2,784 -4%
JMPWA
13
JP Morgan Private Wealth Advisors
California
$2.27M +$122K +2,585 +5%
WGCA
14
Wolf Group Capital Advisors
Virginia
$2.21M +$1.61M +34,117 +209%
Baird Financial Group
15
Baird Financial Group
Wisconsin
$2.2M +$64.1K +1,355 +3%
KAS
16
Kestra Advisory Services
Texas
$2.14M +$1.09M +22,968 +89%
AWM
17
Apollon Wealth Management
South Carolina
$2.05M +$2.22M +46,888 New
SWM
18
Strategic Wealth Management
Washington
$1.91M
RJFSA
19
Raymond James Financial Services Advisors
Florida
$1.8M +$1.42M +30,006 +271%
HIP
20
HUB Investment Partners
Texas
$1.55M -$14.3K -302 -0.8%
Neuberger Berman Group
21
Neuberger Berman Group
New York
$1.51M +$1.63M +34,501 New
PWP
22
Principle Wealth Partners
Connecticut
$1.09M -$1.36M -28,696 -54%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$1.06M +$70.2K +1,483 +7%
Wells Fargo
24
Wells Fargo
California
$996K +$1.08M +22,725 New
BTWM
25
Baker Tilly Wealth Management
Wisconsin
$971K -$13.3K -280 -1%

IDNA Hedge Fund Activity: Q4 2021 in Review

103 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2021, worth a combined $115M — up 11% from $104M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IDNA positions and 12 closed out — a net gain of 14 holders — while 34 added to existing stakes and 22 trimmed.

The largest buyer was Jane Street, adding an estimated $5.88M. The largest seller was Bank of America, cutting an estimated $4.54M.

  • 103 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $115M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2021, up 11% quarter-over-quarter.
  • 26 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2021 and 12 closed out, a net change of +14 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2021 was Jane Street, an estimated $5.88M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2021 was Bank of America, an estimated $4.54M sold.

Based on aggregated 13F filings for Q4 2021.