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iShares Genomics Immunology and Healthcare ETF

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: 10386 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$12.2M +$4.64M +131,409 +59%
WBG
2
Wharton Business Group
Pennsylvania
$7.74M +$3.05M +86,435 +63%
Morgan Stanley
3
Morgan Stanley
New York
$6.55M +$175K +4,966 +3%
UBS Group
4
UBS Group
Switzerland
$6.46M -$4.26M -120,603 -39%
WAP
5
Wealthcare Advisory Partners
Pennsylvania
$5.71M +$1.23M +34,774 +27%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$3.23M +$469K +13,263 +16%
LPL Financial
7
LPL Financial
California
$2.51M -$1.15M -32,526 -31%
KAS
8
Kestra Advisory Services
Texas
$1.99M +$309K +8,757 +18%
Jane Street
9
Jane Street
New York
$1.97M -$3.25M -91,990 -62%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.93M +$527K +14,902 +36%
JMPWA
11
JP Morgan Private Wealth Advisors
California
$1.67M -$116K -3,284 -6%
AWM
12
Apollon Wealth Management
South Carolina
$1.58M -$34.1K -964 -2%
AWS
13
Atria Wealth Solutions
New York
$1.53M +$1.57M +44,313 New
FTUS
14
Flow Traders U.S.
New York
$1.49M +$1.53M +43,315 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.48M +$737K +20,868 +94%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$1.43M -$313K -8,849 -18%
MFA
17
Mayflower Financial Advisors
Massachusetts
$1M +$252K +7,132 +33%
HIP
18
HUB Investment Partners
Texas
$977K -$246K -6,963 -20%
SFFS
19
Stonehage Fleming Financial Services
Jersey
$895K +$159K +4,500 +21%
RIG
20
RiverFront Investment Group
Virginia
$840K +$408K +11,552 +90%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$726K -$113K -3,196 -13%
VWA
22
Visionary Wealth Advisors
Illinois
$659K +$161K +4,546 +31%
WGCA
23
Wolf Group Capital Advisors
Virginia
$654K -$1.11M -31,423 -62%
Citadel Advisors
24
Citadel Advisors
Florida
$571K -$2.36M -66,870 -80%
Rockefeller Capital Management
25
Rockefeller Capital Management
New York
$571K +$15.2K +430 +3%

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.