A sound investment process and strong management team underpin iShares Genomics Immnlgy & Hlthcr ETF's Morningstar Medalist Rating of Silver. The portfolio maintains a sizable cost advantage over competitors, priced within the lowest fee quintile among peers.  

 The strategy's effective investment philosophy supports an Above Average Process Pillar rating. Independent of the rating, analysis of the strategy's portfolio shows it has maintained a significant overweight position in liquidity exposure and volatility exposure compared with category peers. High liquidity exposure is attributed to stocks with a high trading volume, lending managers more flexibility. And high volatility exposure is rooted in stocks that have a higher standard deviation of returns. The strategy’s management team earns an Above Average People Pillar rating. The strategy's parent organization earns the firm an Above Average Parent Pillar rating. People Pillar and Parent Pillar ratings for this strategy are indirectly assigned by a Morningstar analyst rather than algorithmically derived. Please see the notes following each pillar section for more details. The details of assigning methods can be found in each pillar section.

Analyst Rating

Revolution Medicines

Sarepta Therapeutics

Moderna

Merck

GlaxoSmithKline

Regeneron Pharmaceuticals

Exelixis

Banco Santander

Incyte

Genmab - ADR

Morningstar's evaluation of this security's process aims to determine the likelihood that it will outperform its Morningstar Category benchmark on a risk-adjusted basis over the long term. iShares Genomics Immnlgy & Hlthcr ETF earns an Above Average Process Pillar rating. The predominant contributor to the rating is that this fund tracks an index. Historical data, like Morningstar's Active/Passive Barometer, finds that passively managed funds have generally outperformed their active counterparts, especially over longer time horizons. Low costs across its parent firm's funds, whose fees, on average, rank in the cheapest quintile of their respective category, also bolster the process. The pattern of low costs at the firm indicates that it is focused on delivering strong results for investors. 

The investment strategy as stated in the fund's prospectus is:  The investment seeks to track the investment results of the NYSE® FactSet® Global Genomics and Immuno Biopharma IndexTM.  The fund generally will invest at least 80% of its assets in the component securities of the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 20% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The index is composed of developed and emerging market companies that could benefit from the long-term growth and innovation in genomics, and immunology and bioengineering. -null-. 

 The portfolio has allocations in its top two sectors, healthcare and financial services, that are similar to the category. The sectors with low exposure compared to category peers are basic materials and technology; however, the allocations are similar to the category. The portfolio is positioned across 63 holdings and is relatively concentrated. Specifically, 40.8% of the fund’s assets are housed within the top 10 holdings, compared with the typical peer's 38.7%. And in closing, in terms of portfolio turnover, looking at year-over-year movements, 45% of the fund's holdings have changed, whether through increasing, decreasing, or changing a position.

Above Average

Process

iShares’s team is strong compared with others in the industry, resulting in an Above Average People Pillar rating. There are three managers listed on the fund: Paul Whitehead, Jennifer Hsui, Greg Savage. The team is well equipped, with an average of 18 years of portfolio management experience. Together, they manage a total of 257 strategies, with a Silver asset-weighted average Morningstar Medalist Rating, indicating the potential to deliver positive alpha relative to the category median in aggregate.  

 Note: This People Pillar rating is indirectly assigned by an analyst. Morningstar analysts evaluate the People Pillar for passive products at the brand level and may also differentiate by asset class. There is at least one other passive strategy at the firm that is covered by a Morningstar analyst, so the People Pillar rating of the fund is inherited from the rating that the Morningstar analyst assigned to investment vehicles under the same brand name.

People

BlackRock offers compelling options across asset classes and vehicles. It earns an Above Average rating for Parent. 
The firm’s approximately USD 8 trillion in assets under management, as of Sept. 30, 2022, gives it unparalleled scale and influence. It is a market-leading index fund provider globally, and its iShares exchange-traded fund franchise offers a low-cost lineup of core funds that investors can use to build a well-diversified portfolio for dirt cheap. The firm can be more adventurous in its ETF launches than some peers, so not everything it launches is appropriate for the masses. As a result, it is likely to have more ETF closures than peers that stick to the basic building blocks.  
The firm’s active fixed-income and multi-asset efforts also stand out as some of the best in the industry. Those benefit from BlackRock’s commitment to building a first-class risk management system via its Aladdin analytics software. The software is also available for sale to other firms and has proved to be a popular option for competitors, a testament to its usefulness. 
More recently, the firm has shifted its focus to ESG offerings and incorporating ESG across its investment lineup, leading to a political backlash in the United States.
BlackRock isn’t the best at everything it tries to do, but retail investors, financial advisors, and large institutions could all build robust portfolios using BlackRock’s products.

Parent

iShares Genomics Immunology and Healthcare ETF

IDNA tracks a market-cap-selected and -weighted index of global stocks involved in genomics, immunology, and bioengineering.

This article provides a monthly dashboard with aggregate industry metrics in the healthcare sector. Fast facts on IDNA, a thematic and volatile biotech ETF. We conclude with 10 healthcare stocks cheaper than their peers in February.

IDNA: Healthcare Dashboard For February

Global X Artificial Intelligence & Technology ETF

Amplify Lithium & Battery Technology ETF

Global X Cybersecurity ETF

Bitwise Web3 ETF

Roundhill Generative AI & Technology ETF

First Trust NASDAQ Cybersecurity ETF

Loncar Cancer Immunotherapy ETF

VanEck Video Gaming and eSports ETF

Amplify Cybersecurity ETF

iShares Cybersecurity and Tech ETF

Global X Lithium & Battery Tech ETF

TrueShares Technology, AI and Deep Learning ETF

Roundhill Ball Metaverse ETF

MUSQ Global Music Industry ETF

Defiance Quantum ETF

ALPS Medical Breakthroughs ETF

Robo Global Artificial Intelligence ETF

SoFi Web 3 ETF

WisdomTree Cybersecurity Fund

Wisdomtree Artificial Intelligence And Innovation Fund

To use a holiday analogy, I have been checking lists and checking them twice to figure out which of next year's top disruptive investment themes are likely to be nice.

Disruptive Tech Theme of the Week: 7 Disruptive Themes for 2024

ARK Genomic Revolution Multi-Sector ETF

ARK Innovation ETF

Proshares Bitcoin & Ether Strategy Etf

ProShares Bitcoin Strategy ETF

Global X Blockchain ETF

Amplify Transformational Data Sharing ETF

Bitwise Bitcoin And Ether Equal Weight Strategy Etf

VanEck Vectors Digital Transformation ETF

Dimensional US Core Equity 2 ETF

Global X Funds - Global X E-commerce ETF

Global X Telemedicine & Digital Health ETF

Vaneck Ethereum Strategy Etf

Amplify Emerging Markets FinTech ETF

AB Disruptors ETF

First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund

The Goldman Sachs Future Tech Leaders Equity ETF

ROBO Global Healthcare Technology and Innovation ETF

Amplify Online Retail ETF

Pacer Benchmark Industrial Real Estate SCTR ETF

JPMorgan Equity Premium Income ETF

Proshares Online Retail ETF

Global X PropTech ETF

Good Morning, VettaFi Voices! Disruptive innovation is a popular topic, and it encompasses everything from bitcoin and cryptocurrency to electric vehicles to artificial intelligence.

VettaFi Voices On: Accessing Disruptive Innovation

I rate IDNA a Hold due to its focus on biotech stocks with long-term growth potential in a rapidly growing healthcare industry. Despite impressive growth since its inception in 2019, IDNA has experienced a downward trajectory since 2021, with its current price lower than at inception. The healthcare industry is predicted to be the fastest growing industry in the US in 2023, with a 15% growth rate expected by 2027, making it a profitable long-term investment space.

IDNA: Continues To Underperform, But With Long-Term Potential

Genomic revolution and pharmacogenomics have strong growth prospects that may enable the iShares Genomics Immunology and Healthcare ETF biotech portfolio to generate supernormal growth. In order to enable retail investors to benefit from this technological advancement in the field of DNA, investors can think of options like IDNA. Since its creation, IDNA's price has more than doubled within a span of almost 39 months. However, since September 2022, price has been in a steady decline.

IDNA: Thematic Biotechnology Index Fund Only Suitable For The Long Run

Alerian MLP ETF

ARK Web x.0 ETF

Global X Robotics & Artificial Intelligence ETF

First Trust NASDAQ Global Auto Index Fund

ROBO Global Robotics and Automation ETF

First Trust Nasdaq Artificial Intelligence & Robotics ETF

Invesco Alerian Galaxy Crypto Economy ETF

ALPS Sector Dividend Dogs ETF

A decade ago, when the ROBO Global Robotics & Automation Index ETF (ROBO) launched, the U.S. thematic ETF market was nascent, with only a handful of products and minimal assets. However, at the end of 2021, there was approximately $130 billion in assets invested, per Global X.

Thematic Index Lineup Joins VettaFi and the Future Is Bright

Ardelyx

Cabaletta Bio

89bio Inc

Meihua International Medical Technologies Co

Verona Pharma

Biotech is all over the 52-week high leaderboard

Is This the Most Lucrative Way to Play AI?

Global X Genomics & Biotechnology ETF

iShares Nasdaq Biotechnology ETF

SPDR S&P Biotech ETF

Amid the trying circumstances in the market right now, investors may be well served to target the best biotech ETFs to buy. Fundamentally, these exchange-traded funds benefit from permanent relevance.

The 7 Best Biotech ETFs to Buy for Exposure to the Healthcare Sector

Global X Autonomous & Electric Vehicles ETF

Amplify Mobile Payments ETF

Cathie Wood, famous for the success of Ark Investment???s winning products, had faced a miserable fate in 2022.

Will 2023 be the Year of Cathie Wood ETFs?

Global X Longevity Thematic ETF 

Virtus LifeSci Biotech Clinical Trials ETF

VanEck Vectors Biotech ETF

Virtus LifeSci Biotech Products ETF

BlackRock Future Health ETF

Principal Healthcare Innovators Index ETF

First Trust NYSE Arca Biotechnology Index Fund

Fidelity MSCI Health Care ETF

Nasdaq Pharm Shs Nasdaq Pharmaceuticals

First Trust Health Care AlphaDEX Fund

Amplify Treatments Testing & Advancements ETF

 Franklin Genomic Advancements ETF

Invesco Nasdaq Biotechnology ETF

iShares U.S. Pharmaceuticals ETF

iShares U.S. Healthcare Providers ETF

iShares U.S. Medical Devices ETF

iShares Global Healthcare ETF

iShares U.S. Healthcare ETF

Eli Lilly

Global X Longevity Thematic ETF

First Trust Indxx Medical Devices ETF

Novo Nordisk

Invesco Dynamic Biotechnology & Genome ETF

Direxion Daily Pharmaceutical & Medical Bull 3X Shares

Simplify Health Care ETF

Invesco Dynamic Pharmaceuticals ETF

VanEck Vectors Pharmaceutical ETF

Invesco S&P SmallCap Health Care ETF

Invesco DWA Healthcare Momentum ETF

Invesco S&P 500 Equal Weight Health Care ETF

Vanguard Health Care ETF

Wisdomtree BioRevolution Fund

SPDR S&P Health Care Equipment ETF

SPDR S&P Health Care Services ETF

Health Care Select Sector SPDR Fund

SPDR S&P Pharmaceuticals ETF

How a recession could impact health care stocks in 2023. As Covid continues, what it could mean for the health care sector.

Can Health Care Stocks Outperform Again In 2023?

The pharmaceutical and biotechnology subsector is undervalued by about 17% relative to 11-year averages. Healthcare equipment and life science tools are overvalued by about 25% regarding the same metrics.

IDNA: Healthcare Dashboard For November

iShares Global Clean Energy ETF

iShares Self-Driving EV and Tech ETF

iShares US Infrastructure ETF

iShares Global Infrastructure ETF

The category represents a rapidly growing portion of the issuer's lineup.

BlackRock Zeros in on Themed ETFs

ProShares Ultra Nasdaq Biotechnology

iShares Neuroscience And Healthcare ETF

Recognition that aging populations will give rise to new healthcare needs and heightened awareness of mental health issues are bringing renewed focus to neurological health. Recent advances in genomics and immunology, new diagnostics and surgeries, and reductions in stigma associated with mental health are unlocking radical progress in neuroscience this decade akin to the genomics revolution of the past two decades.

Why Now Could Be The Time To Consider Neuroscience Investments

Applied DNA Sciences

Chimerix

Geovax Labs

SIGA Technologies

Tonix Pharmaceuticals Hld

Monkeypox stocks, our topic for today, have had a mostly mixed performance so far in 2022. It is likely, however, that they could benefit from the similar tailwinds enjoyed by companies, such as Pfizer (NYSE: PFE ), BioNTech (NASDAQ: BNTX ), and Moderna (NASDAQ: MRNA ), which have developed the Covid-19 vaccines that have now become household names.

7 Monkeypox Vaccine Stocks to Buy Before They Shoot Higher

Pharmaceutical/biotechnology is the subsector with the highest value and quality scores. Life science tools and healthcare equipment are the most overvalued.

IDNA: Healthcare Dashboard For August

Beam Therapeutics

CRISPR Therapeutics

Editas Medicine

Genomic ETFs are expected to benefit from the favorable trends in the genomic editing space.

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Biotechnology sector-related exchange traded funds retreated with Novavax Inc. (NasdaqGS: NVAX), plunging after the vaccine developer cut its 2022 revenue guidance in half. On Tuesday, the iShares Genomics Immunology and Healthcare ETF (IDNA) fell 4.1%, ETFMG Treatments Testing and Advancements ETF (GERM) dropped 4.3%, SPDR S&P Biotech ETF (XBI) decreased 3.

Biotech ETFs Slip After Novavax Cuts 2022 Guidance

The overall price growth since the inception of IDNA is quite impressive, considering the huge impact of the Covid-19 pandemic in the U.S. equity market. Huge price loss in the past 12 months, but positive price gain in the past three years, is an apparently visible trend in Genomics-themed ETFs.

IDNA: A Long Term Prospect, Slowly Overcoming The Bearish Rally

These ETFs give you exposure to CRISPR gene editing without having to pick individual stocks.

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BlackRock Future Tech ETF

iShares Cloud 5G and Tech ETF

iShares Robotics & Artificial Intelligence Multisector ETF

What to consider for thematic ETFs in 2022 and beyond.

BlackRock Releases Megatrends Report

ARK Industrial Innovation ETF

First Trust Indxx Innovative Transaction & Process ETF

The 3D Printing ETF

Simplify Volt RoboCar Disruption and Tech ETF

Investment strategies geared to the future evaluate complex dynamics that can evolve rapidly. As innovation's market share has grown, investment capacity - as measured by average days to trade - also has improved significantly.

Equity Market Cap For Technologically Enabled Innovation Likely To Grow Exponentially

Join us for a triple-header to determine the best genomics biotech ETF!

ETF Battles: ARKG Vs IDNA Vs GNOM

iShares Evolved U.S. Innovative Healthcare ETF

The pandemic has triggered a race to introduce vaccines and treatment options, opening up investment opportunities in the biotech sector.

Take a Look at the Top-Performing Biotech ETFs YTD

A dashboard with metrics in healthcare industries.

IDNA: Healthcare Dashboard For September

Intellia Therapeutics

Let's take a look at some big genomics earnings releases to see if these will impact ETFs exposed to the space.

How Are Genomics ETFs Responding to Q2 Earnings?

News for iShares Genomics Immunology and Healthcare ETF ETF (IDNA)