We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

845 hedge funds and large institutions have $7.67B invested in iShares Biotechnology ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 293 increasing their positions, 270 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 270

3% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 80

1% less funds holding

Funds holding: 856845 (-11)

8.67% less ownership

Funds ownership: 85.34%76.67% (-8.7%)

14% less capital invested

Capital invested by funds: $8.9B → $7.67B (-$1.23B)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

60% less call options, than puts

Call options by funds: $329M | Put options by funds: $825M

Holders
845
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
14.84%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.14%
New
82
Increased
293
Reduced
270
Closed
80
Calls
$329M
Puts
$825M
Net Calls
-$496M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
LIG
226
Lokken Investment Group
Delaware
$2.09M +$375K +2,361 +21%
Cohen & Steers
227
Cohen & Steers
New York
$2.08M +$710K +4,471 +48%
FAIM
228
Financial Advocates Investment Management
Washington
$2.06M +$181K +1,139 +9%
IFG
229
Independent Financial Group
California
$2.02M -$46.1K -290 -2%
MCM
230
Maryland Capital Management
Maryland
$1.98M -$272K -1,710 -11%
SWM
231
Sculati Wealth Management
Michigan
$1.97M +$11.1K +70 +0.5%
MA
232
Mutual Advisors
Nebraska
$1.95M -$22.7K -143 -1%
SF
233
Synovus Financial
Georgia
$1.95M -$346K -2,177 -14%
BRM
234
Boston Research & Management
Massachusetts
$1.95M +$37.3K +235 +2%
KHLMTHM
235
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$1.95M
BFEC
236
Benjamin F. Edwards & Company
Missouri
$1.92M +$31.6K +199 +2%
BSB
237
Bangor Savings Bank
Maine
$1.91M +$62.7K +395 +3%
GAM
238
Geier Asset Management
Maryland
$1.91M +$1.75K +11 +0.1%
GW
239
GW & Wade
Massachusetts
$1.91M +$801K +5,045 +66%
WLIM
240
White Lighthouse Investment Management
Massachusetts
$1.9M +$23.8K +150 +1%
AW
241
ACG Wealth
Georgia
$1.9M +$9.21K +58 +0.5%
CS
242
Cannell & Spears
New York
$1.89M
APA
243
American Portfolios Advisors
New York
$1.87M +$279K +1,757 +16%
HMS
244
Hanseatic Management Services
New Mexico
$1.87M +$42.4K +267 +2%
MIAN
245
Mariner Independent Advisor Network
Kansas
$1.82M -$190K -1,198 -9%
NFG
246
Next Financial Group
Texas
$1.81M -$720K -4,536 -27%
RF
247
Rollins Financial
Georgia
$1.72M +$44.2K +278 +2%
GIA
248
Gladstone Institutional Advisory
Florida
$1.71M +$896K +5,641 +99%
VWA
249
VERITY Wealth Advisors
United States
$1.7M
Kayne Anderson Rudnick Investment Management
250
Kayne Anderson Rudnick Investment Management
California
$1.68M +$56.2K +354 +3%

IBB Hedge Fund Activity: Q1 2021 in Review

845 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q1 2021, worth a combined $7.67B — down 14% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IBB positions and 80 closed out — a net gain of 2 holders — while 293 added to existing stakes and 270 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $463M.

  • 845 institutional investors held iShares Biotechnology ETF (IBB) as of Q1 2021, down from 856 in Q4 2020.
  • Funds reported $7.67B of iShares Biotechnology ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 82 funds opened new iShares Biotechnology ETF positions in Q1 2021 and 80 closed out, a net change of +2 holders.
  • The largest iShares Biotechnology ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $242M added.
  • The largest iShares Biotechnology ETF seller in Q1 2021 was Goldman Sachs, an estimated $463M sold.

Based on aggregated 13F filings for Q1 2021.