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iShares Biotechnology ETF
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Overview Fund Activity

253 hedge funds and large institutions have $2.6B invested in iShares Biotechnology ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
8.21%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
44
Increased
86
Reduced
76
Closed
21
Calls
$184M
Puts
$147M
Net Calls
+$37.3M
Net Calls Change
+$123M

Top Buyers

1
BTS
BB&T Securities
Virginia
$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$31M
3
Deutsche Bank
Deutsche Bank
Germany
$97.9M
4
TCM
Tekla Capital Management
Massachusetts
$17.6M
5
U
UBS
Switzerland
$142M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$27.9M
3
CS
Credit Suisse
Switzerland
$912K
4
Allianz Asset Management
Allianz Asset Management
Germany
$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
EWM
226
Evercore Wealth Management
New York
$76K -$5.25K -75 -6%
HRIA
227
Haberer Registered Investment Advisor
Ohio
$73K – – –
BBHC
228
Brown Brothers Harriman & Co
New York
$73K – – –
FNBT
229
FineMark National Bank & Trust
Florida
$69K +$23.1K +333 +50%
IAS
230
INR Advisory Services
Pennsylvania
$57K – – –
BFEC
231
Benjamin F. Edwards & Company
Missouri
$39K – – –
ACM
232
Aviance Capital Management
Florida
$39K +$39K +552 New
ST
233
Smithfield Trust
Pennsylvania
$37K – – –
PTC
234
Private Trust Company
Ohio
$35K – – –
ST
235
Stifel Trust
Missouri
$30K – – –
CAPTRUST Financial Advisors
236
CAPTRUST Financial Advisors
North Carolina
$27K – – –
Northwestern Mutual Wealth Management
237
Northwestern Mutual Wealth Management
Wisconsin
$24K +$2.97K +42 +14%
WCM
238
Wealthcare Capital Management
Virginia
$22K – – –
Toronto Dominion Bank
239
Toronto Dominion Bank
Ontario, Canada
$21K – – –
FANJ
240
Financial Architects (New Jersey)
New Jersey
$21K – – –
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$21K +$21K +300 New
PFO
242
Pathstone Family Office
New Jersey
$16K +$16K +225 New
WA
243
Waverly Advisors
Alabama
$16K +$16K +234 New
PAS
244
Partnervest Advisory Services
California
$15K – – –
ECM
245
Exchange Capital Management
Michigan
$14K – – –
PSI
246
Pinnacle Summer Investments
Virginia
$13K – – –
LIA
247
LS Investment Advisors
Michigan
$13K – – –
CCM
248
Chilton Capital Management
Texas
$12.6K +$12.6K +180 New
GG
249
Gofen & Glossberg
Illinois
$12K – – –
SHWM
250
Smith & Howard Wealth Management
Georgia
$12K – – –
7 8 9
10
11