We are live on ! Find out more
IDNA icon

iShares Genomics Immunology and Healthcare ETF

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: 7575 (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
Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1
Wharton Business Group
Pennsylvania
$7.16M +$3.81M +152,195 +98%
Bank of America
2
Bank of America
North Carolina
$5.6M +$1.32M +52,838 +28%
WAP
3
Wealthcare Advisory Partners
Pennsylvania
$5.25M +$195K +7,779 +4%
Morgan Stanley
4
Morgan Stanley
New York
$3.53M -$1.75M -69,977 -32%
UBS Group
5
UBS Group
Switzerland
$2.47M -$223K -8,903 -8%
Ameriprise
6
Ameriprise
Minnesota
$1.73M +$852K +34,066 +85%
LPL Financial
7
LPL Financial
California
$1.63M +$69.8K +2,790 +4%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.41M +$28.9K +1,156 +2%
Jane Street
9
Jane Street
New York
$1.28M -$730K -29,172 -35%
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.18M +$771K +30,815 +155%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.07M +$181K +7,234 +19%
RIG
12
RiverFront Investment Group
Virginia
$1.02M -$49K -1,958 -4%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$916K -$34.5K -1,381 -3%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$830K +$37.3K +1,492 +4%
MFA
15
Mayflower Financial Advisors
Massachusetts
$799K +$315K +12,584 +58%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$702K +$14.4K +577 +2%
PP
17
Prudential plc
United Kingdom
$665K +$726K +29,000 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$639K +$117K +4,676 +21%
SM
19
Sweeney & Michel
California
$589K +$595K +23,782 New
LWM
20
Laidlaw Wealth Management
New York
$563K +$86.9K +3,473 +17%
Truist Financial
21
Truist Financial
North Carolina
$543K +$118K +4,702 +25%
KAS
22
Kestra Advisory Services
Texas
$501K -$347K -13,878 -39%
HIP
23
HUB Investment Partners
Texas
$484K -$57.7K -2,307 -10%
SFFS
24
Stonehage Fleming Financial Services
Jersey
$465K
VWA
25
Visionary Wealth Advisors
Illinois
$426K +$3.43K +137 +0.8%

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.