We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

646 hedge funds and large institutions have $5.66B invested in iShares Biotechnology ETF in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.71% more ownership

Funds ownership: 71.65%75.36% (+3.7%)

2% more capital invested

Capital invested by funds: $5.57B → $5.66B (+$89.3M)

4% less funds holding

Funds holding: 670646 (-24)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

17% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 82

26% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 247

35% less call options, than puts

Call options by funds: $560M | Put options by funds: $859M

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
68
Increased
182
Reduced
247
Closed
82
Calls
$560M
Puts
$859M
Net Calls
-$299M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
UAS
251
United Asset Strategies
New York
$962K -$77.8K -731 -8%
MC
252
Moors & Cabot
Massachusetts
$937K -$108K -1,018 -11%
PIMG
253
Patriot Investment Management Group
Tennessee
$934K +$39.6K +372 +5%
BOPW
254
Brandywine Oak Private Wealth
Pennsylvania
$933K +$102K +958 +13%
KLI
255
Kelman-Lazarov Inc
Tennessee
$925K -$17.6K -165 -2%
SNBOSCI
256
Security National Bank of Sioux City Iowa
Iowa
$922K -$9.36K -88 -1%
MA
257
MUFG Americas
New York
$917K +$68.5K +644 +8%
BHB
258
Bank Hapoalim BM
Israel
$912K -$32.8K -308 -4%
SNBOSD
259
Security National Bank of So Dak
Iowa
$911K +$50.8K +478 +6%
NL
260
NWAM LLC
Washington
$887K -$21.1K -198 -2%
AI
261
ArchPoint Investors
Florida
$866K -$2.36M -22,200 -74%
TTWM
262
TCV Trust & Wealth Management
Virginia
$861K
AIM
263
Aspen Investment Management
Michigan
$856K -$24.4K -229 -3%
EDRH
264
Edmond de Rothschild Holding
Switzerland
$854K -$134K -1,257 -14%
COI
265
Capital One Investing
Virginia
$854K +$19.7K +185 +2%
MAS
266
Madden Advisory Services
Florida
$842K -$63.7K -599 -7%
BFEC
267
Benjamin F. Edwards & Company
Missouri
$837K +$292K +2,745 +56%
SIA
268
Starfire Investment Advisers
Michigan
$829K
NPP
269
New Potomac Partners
Maryland
$825K -$52.1K -490 -6%
PCP
270
Proficio Capital Partners
Massachusetts
$818K
BCM
271
Beck Capital Management
Texas
$814K -$63.3K -595 -7%
RFC
272
Regions Financial Corp
Alabama
$814K -$2.45K -23 -0.3%
APA
273
American Portfolios Advisors
New York
$812K +$15.7K +148 +2%
JT
274
Jump Trading
Illinois
$803K +$783K +7,361 New
SFP
275
Shepherd Financial Partners
Massachusetts
$794K

IBB Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2019, worth a combined $5.66B — up 1.6% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of IBB and 68 opened new positions — a net loss of 14 holders — while 247 trimmed existing stakes and 182 added.

The largest buyer was Bank of America, adding an estimated $305M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 646 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $5.66B of iShares Biotechnology ETF stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 68 funds opened new iShares Biotechnology ETF positions in Q2 2019 and 82 closed out, a net change of -14 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2019 was Bank of America, an estimated $305M added.
  • The largest iShares Biotechnology ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.