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iShares Genomics Immunology and Healthcare ETF
IDNA

58 hedge funds and large institutions have $48.8M invested in iShares Genomics Immunology and Healthcare ETF in 2024 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 15 increasing their positions, 16 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

86% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 7

18% more capital invested

Capital invested by funds: $41.3M → $48.8M (+$7.49M)

9.75% more ownership

Funds ownership: 29.48% → 39.23% (+9.7%)

9% more funds holding

Funds holding: 53 → 58 (+5)

6% less repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 16

Holders
58
Holders Change
+5
Holders Change %
+9.43%
% of All Funds
0.76%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
15
Reduced
16
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$6.29M
2
FTUS
Flow Traders U.S.
New York
+$2.26M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.51M
4
Lido Advisors
Lido Advisors
California
+$1.2M
5
TW
Transform Wealth
Colorado
+$765K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$2.82M
2
VWA
Visionary Wealth Advisors
Illinois
-$700K
3
KAS
Kestra Advisory Services
Texas
-$218K
4
FHC
First Heartland Consultants
Missouri
-$211K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$125K
Name Holding Trade Value Shares
Change 		Change in
Stake
UBS Group
1
UBS Group
Switzerland
$9.7M -$94.9K -3,954 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$7.24M +$6.29M +262,137 +453%
WBG
3
Wharton Business Group
Pennsylvania
$6.12M -$6.77K -282 -0.1%
Bank of America
4
Bank of America
North Carolina
$4.77M -$2.82M -117,607 -36%
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.18M +$1.51M +62,797 +187%
FTUS
6
Flow Traders U.S.
New York
$2.13M +$2.26M +94,333 New
CCA
7
Clearwater Capital Advisors
Illinois
$1.91M +$698K +29,084 +53%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$1.68M +$113K +4,722 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.63M +$329K +13,721 +24%
Lido Advisors
10
Lido Advisors
California
$1.14M +$1.2M +50,176 New
CCA
11
Cora Capital Advisors
New Jersey
$1.01M -$66.8K -2,781 -6%
LPL Financial
12
LPL Financial
California
$881K -$93.3K -3,885 -9%
TW
13
Transform Wealth
Colorado
$721K +$765K +31,862 New
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$671K -$125K -5,225 -15%
Jane Street
15
Jane Street
New York
$662K +$702K +29,257 New
Raymond James Financial
16
Raymond James Financial
Florida
$640K +$679K +28,268 New
AWM
17
Avior Wealth Management
Nebraska
$603K +$412K +17,150 +181%
Osaic Holdings
18
Osaic Holdings
Arizona
$573K -$34.2K -1,423 -5%
LWM
19
Laidlaw Wealth Management
New York
$477K +$17.3K +721 +4%
USCWA
20
U.S. Capital Wealth Advisors
Texas
$432K +$459K +19,109 New
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$431K +$185K +7,703 +68%
Citadel Advisors
22
Citadel Advisors
Florida
$385K +$409K +17,020 New
WGCA
23
Wolf Group Capital Advisors
Virginia
$341K – – –
PCA
24
Prosperity Capital Advisors
Ohio
$326K -$6.92K -288 -2%
Wells Fargo
25
Wells Fargo
California
$293K +$265K +11,027 +574%
1
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IDNA Hedge Fund Activity: Q4 2024 in Review

58 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Genomics Immunology and Healthcare ETF (IDNA) for Q4 2024, worth a combined $48.8M — up 18% from $41.3M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IDNA positions and 7 closed out — a net gain of 6 holders — while 15 added to existing stakes and 16 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $6.29M. The largest seller was Bank of America, cutting an estimated $2.82M.

  • 58 institutional investors held iShares Genomics Immunology and Healthcare ETF (IDNA) as of Q4 2024, up from 53 in Q3 2024.
  • Funds reported $48.8M of iShares Genomics Immunology and Healthcare ETF stock for Q4 2024, up 18% quarter-over-quarter.
  • 13 funds opened new iShares Genomics Immunology and Healthcare ETF positions in Q4 2024 and 7 closed out, a net change of +6 holders.
  • The largest iShares Genomics Immunology and Healthcare ETF buyer in Q4 2024 was Morgan Stanley, an estimated $6.29M added.
  • The largest iShares Genomics Immunology and Healthcare ETF seller in Q4 2024 was Bank of America, an estimated $2.82M sold.

Based on aggregated 13F filings for Q4 2024.