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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
Koshinski Asset Management
276
Koshinski Asset Management
Illinois
$985K -$219K -2,049 -19%
MAS
277
Madden Advisory Services
Florida
$974K
RFC
278
Regions Financial Corp
Alabama
$960K -$138K -1,290 -13%
SCA
279
Sage Capital Advisors
South Dakota
$954K +$917K +8,580 New
MWM
280
Modera Wealth Management
New Jersey
$949K +$16.4K +153 +2%
AIA
281
Avalon Investment & Advisory
Texas
$943K +$345K +3,228 +61%
SIC
282
Shoker Investment Counsel
Ohio
$936K -$233K -2,184 -21%
FHC
283
First Heartland Consultants
Missouri
$914K -$19.2K -180 -2%
SPC
284
Sigma Planning Corp
Michigan
$914K +$146K +1,368 +20%
DADC
285
D.A. Davidson & Co
Montana
$913K +$619K +5,796 +240%
TH
286
Timber Hill
Connecticut
$908K -$1.6M -14,928 -65%
HCA
287
Harbour Capital Advisors
Virginia
$895K
HWA
288
HCR Wealth Advisors
California
$891K +$83.4K +780 +11%
CT
289
Coastline Trust
Rhode Island
$882K -$33.7K -315 -4%
MA
290
MUFG Americas
New York
$874K
AFNAS
291
American Financial Network Advisory Services
California
$847K +$814K +7,620 New
SNBOSD
292
Security National Bank of So Dak
Iowa
$840K -$14.4K -135 -2%
TFF
293
The Family Firm
Maryland
$835K -$38.2K -357 -5%
RFS
294
Rockefeller Financial Services
New York
$834K +$802K +7,500 New
GT
295
Glenmede Trust
Pennsylvania
$831K +$96.5K +903 +14%
KWMG
296
King Wealth Management Group
Florida
$830K
HF
297
HRT Financial
New York
$828K -$167K -1,563 -17%
Nomura Holdings
298
Nomura Holdings
Japan
$820K -$822K -7,695 -51%
AA
299
Ancora Advisors
Ohio
$820K
FB
300
Fulton Bank
Pennsylvania
$816K +$75.4K +705 +11%

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.