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iShares Biotechnology ETF

583 hedge funds and large institutions have $6.44B invested in iShares Biotechnology ETF in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 52

23% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 173

18% more capital invested

Capital invested by funds: $5.46B → $6.44B (+$987M)

17.09% more ownership

Funds ownership: 169.44%186.53% (+17%)

4% more funds holding

Funds holding: 561583 (+22)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

22% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.04B

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
14.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.75%
New
78
Increased
212
Reduced
173
Closed
52
Calls
$810M
Puts
$1.04B
Net Calls
-$233M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
HDIM
251
Hanson & Doremus Investment Management
Vermont
$1.18M -$641 -6 -0.1%
IGGA
252
Iron Gate Global Advisors
Utah
$1.18M +$759K +7,101 +205%
ST
253
Spot Trading
Illinois
$1.17M -$3.02M -28,239 -73%
KLI
254
Kelman-Lazarov Inc
Tennessee
$1.17M
BFM
255
Boothbay Fund Management
New York
$1.17M +$1.12M +10,500 New
LC
256
LCNB Corp
Ohio
$1.14M -$8.02K -75 -0.7%
EVM
257
Eaton Vance Management
Massachusetts
$1.14M +$95.9K +897 +10%
WAM
258
Wealthspire Advisors (Maryland)
Maryland
$1.13M +$68.6K +642 +7%
First Trust Advisors
259
First Trust Advisors
Illinois
$1.13M -$17.6K -165 -2%
TCM
260
Traynor Capital Management
Pennsylvania
$1.11M -$116K -1,089 -10%
BWL
261
Bogart Wealth LLC
Virginia
$1.1M +$9.62K +90 +0.9%
PCP
262
Proficio Capital Partners
Massachusetts
$1.1M
NIPH
263
NN Investment Partners Holdings
Netherlands
$1.1M +$53.9K +504 +5%
BI
264
Bramshill Investments
Florida
$1.09M -$522K -4,881 -33%
TTWM
265
TCV Trust & Wealth Management
Virginia
$1.09M -$231K -2,163 -18%
Fidelity Investments
266
Fidelity Investments
Massachusetts
$1.09M -$2.89K -27 -0.3%
PAG
267
Pinnacle Advisory Group
Maryland
$1.09M +$25.7K +240 +3%
CIA
268
Capital Investment Advisors
Georgia
$1.08M +$48.7K +456 +5%
RCP
269
Rothschild Capital Partners
New York
$1.05M +$1.01M +9,468 New
MWP
270
MYCIO Wealth Partners
Pennsylvania
$1.02M -$3.21K -30 -0.3%
SNBOSCI
271
Security National Bank of Sioux City Iowa
Iowa
$1.02M +$27.6K +258 +3%
Mariner
272
Mariner
Kansas
$1.02M +$980K +9,168 New
CIBC World Market
273
CIBC World Market
Ontario, Canada
$1.02M -$1.35M -12,600 -58%
TC
274
Telemus Capital
Michigan
$1M -$216K -2,025 -18%
Fisher Asset Management
275
Fisher Asset Management
Washington
$993K +$265K +2,478 +38%

IBB Hedge Fund Activity: Q3 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2017, worth a combined $6.44B — up 18% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IBB positions and 52 closed out — a net gain of 26 holders — while 212 added to existing stakes and 173 trimmed.

The largest buyer was Bank of America, adding an estimated $929M. The largest seller was Citigroup, cutting an estimated $270M.

  • 583 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2017, up from 561 in Q2 2017.
  • Funds reported $6.44B of iShares Biotechnology ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 78 funds opened new iShares Biotechnology ETF positions in Q3 2017 and 52 closed out, a net change of +26 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2017 was Bank of America, an estimated $929M added.
  • The largest iShares Biotechnology ETF seller in Q3 2017 was Citigroup, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2017.