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iShares Biotechnology ETF

856 hedge funds and large institutions have $8.9B invested in iShares Biotechnology ETF in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 265 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $7.36B → $8.9B (+$1.54B)

9% more funds holding

Funds holding: 784856 (+72)

4.48% more ownership

Funds ownership: 80.86%85.34% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 269

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

46% less call options, than puts

Call options by funds: $818M | Put options by funds: $1.5B

Holders
856
Holders Change
+72
Holders Change %
+9.18%
% of All Funds
15.15%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.27%
New
143
Increased
265
Reduced
269
Closed
58
Calls
$818M
Puts
$1.5B
Net Calls
-$684M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
VAG
251
VisionPoint Advisory Group
Texas
$1.94M +$1.03M +7,195 +128%
GAM
252
Geier Asset Management
Maryland
$1.93M +$1.76M +12,324 New
BRM
253
Boston Research & Management
Massachusetts
$1.92M +$15K +105 +0.8%
Thrivent Financial for Lutherans
254
Thrivent Financial for Lutherans
Minnesota
$1.91M +$124K +868 +7%
CS
255
Cannell & Spears
New York
$1.9M
TFF
256
The Family Firm
Maryland
$1.9M +$34.9K +244 +2%
AW
257
ACG Wealth
Georgia
$1.9M +$5.72K +40 +0.3%
BFEC
258
Benjamin F. Edwards & Company
Missouri
$1.9M -$127K -887 -7%
WLIM
259
White Lighthouse Investment Management
Massachusetts
$1.89M -$50.7K -355 -3%
FAIM
260
Financial Advocates Investment Management
Washington
$1.89M -$267K -1,867 -13%
BSB
261
Bangor Savings Bank
Maine
$1.86M +$36.3K +254 +2%
PWM
262
Provident Wealth Management
Tennessee
$1.85M +$55.2K +386 +3%
HMS
263
Hanseatic Management Services
New Mexico
$1.84M +$3.43K +24 +0.2%
Prudential Financial
264
Prudential Financial
New Jersey
$1.82M -$160K -1,121 -9%
LIG
265
Lokken Investment Group
Delaware
$1.74M +$1.64M +11,501 New
FFN
266
Focus Financial Network
Minnesota
$1.73M +$381K +2,665 +30%
IA
267
IFP Advisors
Florida
$1.72M +$604K +4,225 +59%
CAPTRUST Financial Advisors
268
CAPTRUST Financial Advisors
North Carolina
$1.72M -$81.7K -572 -5%
VWA
269
VERITY Wealth Advisors
United States
$1.71M -$857 -6 -0.1%
RF
270
Rollins Financial
Georgia
$1.69M +$1.59M +11,147 New
PVH
271
Psagot Value Holdings
Israel
$1.68M +$1.09M +7,595 +218%
SW
272
SVB Wealth
Massachusetts
$1.67M -$260K -1,822 -14%
MLL
273
Moody Lynn & Lieberson
Massachusetts
$1.64M
Kayne Anderson Rudnick Investment Management
274
Kayne Anderson Rudnick Investment Management
California
$1.64M +$5.14K +36 +0.3%
Renaissance Technologies
275
Renaissance Technologies
New York
$1.64M +$1.54M +10,795 New

IBB Hedge Fund Activity: Q4 2020 in Review

856 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2020, worth a combined $8.9B — up 21% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new IBB positions and 58 closed out — a net gain of 85 holders — while 265 added to existing stakes and 269 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $643M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $391M.

  • 856 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2020, up from 784 in Q3 2020.
  • Funds reported $8.9B of iShares Biotechnology ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 143 funds opened new iShares Biotechnology ETF positions in Q4 2020 and 58 closed out, a net change of +85 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $643M added.
  • The largest iShares Biotechnology ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2020.