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iShares Biotechnology ETF

766 hedge funds and large institutions have $7.8B invested in iShares Biotechnology ETF in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

53% more capital invested

Capital invested by funds: $5.09B → $7.8B (+$2.71B)

30% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 198

15% more funds holding

Funds holding: 668766 (+98)

4.17% more ownership

Funds ownership: 79.73%83.91% (+4.2%)

16% less call options, than puts

Call options by funds: $615M | Put options by funds: $736M

Holders
766
Holders Change
+98
Holders Change %
+14.67%
% of All Funds
15.71%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.49%
New
162
Increased
258
Reduced
198
Closed
59
Calls
$615M
Puts
$736M
Net Calls
-$121M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
JIC
276
Johnson Investment Counsel
Ohio
$1.21M -$6.63K -52 -0.6%
OAM
277
Oppenheimer Asset Management
New York
$1.2M +$1.12M +8,752 New
GT
278
Glenmede Trust
Pennsylvania
$1.19M -$1.86M -14,552 -63%
NIPH
279
NN Investment Partners Holdings
Netherlands
$1.18M -$260K -2,036 -19%
IIA
280
IPG Investment Advisors
California
$1.18M +$1.1M +8,610 New
SFG
281
Summit Financial Group
West Virginia
$1.17M +$18.5K +145 +2%
PAS
282
Park Avenue Securities
New York
$1.16M +$1.09M +8,517 New
Daiwa Securities Group
283
Daiwa Securities Group
Japan
$1.16M
SNBOSD
284
Security National Bank of So Dak
Iowa
$1.15M +$2.55K +20 +0.2%
PSF
285
Pacific Sun Financial
California
$1.14M -$36.3K -285 -3%
Neuberger Berman Group
286
Neuberger Berman Group
New York
$1.13M +$436K +3,422 +70%
AW
287
ACG Wealth
Georgia
$1.13M +$598K +4,690 +130%
WP
288
WealthPLAN Partners
Nebraska
$1.13M +$173K +1,357 +19%
AI
289
Atria Investments
North Carolina
$1.12M +$1.04M +8,197 New
LNC
290
Lincoln National Corp
Pennsylvania
$1.12M +$178K +1,394 +21%
DTIM
291
Danda Trouve Investment Management
Kansas
$1.1M +$10.5K +82 +1%
RFC
292
Regions Financial Corp
Alabama
$1.1M +$43.5K +341 +4%
MA
293
MUFG Americas
New York
$1.1M
CG
294
Caprock Group
Idaho
$1.09M +$606K +4,754 +147%
BAM
295
Belpointe Asset Management
Nevada
$1.08M +$110K +866 +12%
CFA
296
Carroll Financial Associates
North Carolina
$1.07M +$500K +3,926 +100%
TFA
297
Teamwork Financial Advisors
Texas
$1.07M +$998K +7,828 New
1CM
298
1492 Capital Management
Wisconsin
$1.07M -$3.95K -31 -0.4%
WAP
299
Wealthcare Advisory Partners
Pennsylvania
$1.07M +$313K +2,452 +46%
HDIM
300
Hanson & Doremus Investment Management
Vermont
$1.06M -$13.3K -104 -1%

IBB Hedge Fund Activity: Q2 2020 in Review

766 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2020, worth a combined $7.8B — up 53% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new IBB positions and 59 closed out — a net gain of 103 holders — while 258 added to existing stakes and 198 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $158M.

  • 766 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2020, up from 668 in Q1 2020.
  • Funds reported $7.8B of iShares Biotechnology ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 162 funds opened new iShares Biotechnology ETF positions in Q2 2020 and 59 closed out, a net change of +103 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2020 was Goldman Sachs, an estimated $294M added.
  • The largest iShares Biotechnology ETF seller in Q2 2020 was Bank of America, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2020.