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iShares Biotechnology ETF

902 hedge funds and large institutions have $5.97B invested in iShares Biotechnology ETF in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 257 increasing their positions, 290 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 44

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

31% more capital invested

Capital invested by funds: $4.57B → $5.97B (+$1.41B)

9% more funds holding

Funds holding: 829902 (+73)

3.64% more ownership

Funds ownership: 61.66%65.3% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 290

36% less call options, than puts

Call options by funds: $325M | Put options by funds: $511M

Holders
902
Holders Change
+73
Holders Change %
+8.81%
% of All Funds
14.5%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.35%
New
140
Increased
257
Reduced
290
Closed
44
Calls
$325M
Puts
$511M
Net Calls
-$186M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
IFG
276
Independent Financial Group
California
$1.37M -$94.2K -729 -7%
IA
277
IFG Advisory
Georgia
$1.36M +$85.4K +661 +7%
GT
278
Glenmede Trust
Pennsylvania
$1.36M -$11.5K -89 -0.8%
WAP
279
Wealthcare Advisory Partners
Pennsylvania
$1.36M -$35.9K -278 -3%
EH
280
Equitable Holdings
New York
$1.36M +$189K +1,465 +17%
BFA
281
Beaumont Financial Advisors
Massachusetts
$1.35M -$36.1K -279 -3%
TFGT
282
TS Financial Group (TSFG)
Illinois
$1.34M -$2.58K -20 -0.2%
GPA
283
Garrison Point Advisors
California
$1.34M
AWM
284
Apollon Wealth Management
South Carolina
$1.34M -$30.9K -239 -2%
ES
285
Eagle Strategies
New York
$1.33M +$66.6K +515 +5%
RCI
286
RS Crum Inc
California
$1.33M -$383K -2,965 -23%
SNBOSD
287
Security National Bank of So Dak
Iowa
$1.32M +$32.3K +250 +3%
HT
288
HAP Trading
New York
$1.32M +$1.3M +10,063 New
BCWM
289
Bartlett & Co Wealth Management
Ohio
$1.28M -$6.85K -53 -0.5%
BC
290
Bartlett & Co
Ohio
$1.28M -$6.85K -53 -0.5%
NL
291
NVWM LLC
Pennsylvania
$1.26M -$109K -841 -8%
WWM
292
Westwood Wealth Management
California
$1.26M +$145K +1,120 +13%
IA
293
IFP Advisors
Florida
$1.25M -$85.9K -665 -6%
CIBC World Market
294
CIBC World Market
Ontario, Canada
$1.25M +$464K +3,591 +60%
AIM
295
Acropolis Investment Management
Missouri
$1.24M -$18.7K -145 -2%
SNBOSCI
296
Security National Bank of Sioux City Iowa
Iowa
$1.24M -$6.46K -50 -0.5%
Fidelity Investments
297
Fidelity Investments
Massachusetts
$1.24M +$8.14K +63 +0.7%
SFG
298
Summit Financial Group
West Virginia
$1.22M +$90.5K +700 +8%
CS
299
Cannell & Spears
New York
$1.21M
Kayne Anderson Rudnick Investment Management
300
Kayne Anderson Rudnick Investment Management
California
$1.2M -$68.9K -533 -6%

IBB Hedge Fund Activity: Q4 2022 in Review

902 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2022, worth a combined $5.97B — up 31% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IBB positions and 44 closed out — a net gain of 96 holders — while 257 added to existing stakes and 290 trimmed.

The largest buyer was Caxton Associates (New York), opening a new position worth an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $77.3M.

  • 902 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2022, up from 829 in Q3 2022.
  • Funds reported $5.97B of iShares Biotechnology ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 140 funds opened new iShares Biotechnology ETF positions in Q4 2022 and 44 closed out, a net change of +96 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2022 was Caxton Associates (New York), an estimated $149M added.
  • The largest iShares Biotechnology ETF seller in Q4 2022 was Morgan Stanley, an estimated $77.3M sold.

Based on aggregated 13F filings for Q4 2022.