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iShares Genomics Immunology and Healthcare ETF

66 hedge funds and large institutions have $48.8M invested in iShares Genomics Immunology and Healthcare ETF in 2023 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 21 increasing their positions, 19 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

35% more capital invested

Capital invested by funds: $36.1M → $48.8M (+$12.7M)

11% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 19

7.5% more ownership

Funds ownership: 29.35%36.85% (+7.5%)

0% more funds holding

Funds holding: 6666 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

Holders
66
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
11
Increased
21
Reduced
19
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
1
Jane Street
New York
$11.2M +$6.64M +330,500 +212%
Morgan Stanley
2
Morgan Stanley
New York
$5.43M +$1.8M +89,546 +61%
WBG
3
Wharton Business Group
Pennsylvania
$4.62M -$1.66M -82,700 -29%
Bank of America
4
Bank of America
North Carolina
$4.15M +$804K +40,012 +29%
UBS Group
5
UBS Group
Switzerland
$2.71M +$24.9K +1,241 +1%
Ameriprise
6
Ameriprise
Minnesota
$2.3M +$20.5K +1,023 +1%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$1.7M +$76.1K +3,789 +5%
LPL Financial
8
LPL Financial
California
$1.24M +$13.2K +656 +1%
CCA
9
Clearwater Capital Advisors
Illinois
$1.23M +$1.08M +53,594 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.16M -$32.3K -1,607 -3%
Osaic Holdings
11
Osaic Holdings
Arizona
$1.13M +$72.9K +3,629 +8%
CCA
12
Cora Capital Advisors
New Jersey
$955K +$95K +4,728 +13%
Citadel Advisors
13
Citadel Advisors
Florida
$901K +$369K +18,361 +88%
RIG
14
RiverFront Investment Group
Virginia
$896K -$42.7K -2,127 -5%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$662K -$71.9K -3,580 -11%
VWA
16
Visionary Wealth Advisors
Illinois
$647K +$38.7K +1,927 +7%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$635K +$83.1K +4,138 +18%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$604K +$11.8K +588 +2%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$593K -$1.32M -65,467 -72%
PP
20
Prudential plc
United Kingdom
$524K -$213K -10,600 -32%
PCA
21
Pallas Capital Advisors
Massachusetts
$472K -$195K -9,729 -32%
Truist Financial
22
Truist Financial
North Carolina
$454K -$50.1K -2,493 -11%
IWC
23
Integrated Wealth Concepts
Massachusetts
$429K -$768K -38,237 -67%
HIP
24
HUB Investment Partners
Texas
$402K -$79.1K -3,938 -18%
WGCA
25
Wolf Group Capital Advisors
Virginia
$341K -$4.68K -233 -2%

IDNA Hedge Fund Activity: Q4 2023 in Review

66 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2023, worth a combined $48.8M — up 35% from $36.1M a quarter earlier.

Fund positioning in IDNA was balanced in Q4 2023: 11 funds opened new positions, 11 closed out, 21 added to existing stakes and 19 trimmed.

The largest buyer was Jane Street, adding an estimated $6.64M. The largest seller was Wharton Business Group, cutting an estimated $1.66M.

  • 66 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2023, unchanged from Q3 2023.
  • Funds reported $48.8M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2023, up 35% quarter-over-quarter.
  • 11 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2023 and 11 closed out, a net change of 0 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2023 was Jane Street, an estimated $6.64M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2023 was Wharton Business Group, an estimated $1.66M sold.

Based on aggregated 13F filings for Q4 2023.