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iShares Biotechnology ETF

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

110% more first-time investments, than exits

New positions opened: 44 | Existing positions closed: 21

25% more call options, than puts

Call options by funds: $184M | Put options by funds: $147M

20% more funds holding in top 10

Funds holding in top 10: 1012 (+2)

15% more capital invested

Capital invested by funds: $2.26B → $2.6B (+$343M)

13% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 76

9% more funds holding

Funds holding: 232253 (+21)

Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
8.2%
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
Name Holding Trade Value Shares
Change
Change in
Stake
EWM
226
Evercore Wealth Management
New York
$76K -$4.91K -75 -6%
BBHC
227
Brown Brothers Harriman & Co
New York
$73K
HRIA
228
Haberer Registered Investment Advisor
Ohio
$73K
FNBT
229
FineMark National Bank & Trust
Florida
$69K +$21.8K +333 +50%
IAS
230
INR Advisory Services
Pennsylvania
$57K
BFEC
231
Benjamin F. Edwards & Company
Missouri
$39K
ACM
232
Aviance Capital Management
Florida
$39K +$36.2K +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 +$2.75K +42 +14%
WCM
238
Wealthcare Capital Management
Virginia
$22K
FANJ
239
Financial Architects (New Jersey)
New Jersey
$21K
Toronto Dominion Bank
240
Toronto Dominion Bank
Ontario, Canada
$21K
Carson Wealth (CWM LLC)
241
Carson Wealth (CWM LLC)
Nebraska
$21K +$19.7K +300 New
PFO
242
Pathstone Family Office
New Jersey
$16K +$14.7K +225 New
WA
243
Waverly Advisors
Alabama
$16K +$15.3K +234 New
PAS
244
Partnervest Advisory Services
California
$15K
ECM
245
Exchange Capital Management
Michigan
$14K
LIA
246
LS Investment Advisors
Michigan
$13K
PSI
247
Pinnacle Summer Investments
Virginia
$13K
CCM
248
Chilton Capital Management
Texas
$12.6K +$11.8K +180 New
GG
249
Gofen & Glossberg
Illinois
$12K
SHWM
250
Smith & Howard Wealth Management
Georgia
$12K