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iShares Biotechnology ETF

893 hedge funds and large institutions have $5.16B invested in iShares Biotechnology ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 319 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 73

0% less funds holding

Funds holding: 894893 (-1)

2% less capital invested

Capital invested by funds: $5.28B → $5.16B (-$124M)

3.33% less ownership

Funds ownership: 70.9%67.57% (-3.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

24% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 319

39% less call options, than puts

Call options by funds: $496M | Put options by funds: $810M

Holders
893
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
81
Increased
243
Reduced
319
Closed
73
Calls
$496M
Puts
$810M
Net Calls
-$314M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
276
Apollon Wealth Management
South Carolina
$1.09M -$223K -1,539 -17%
FWM
277
Finer Wealth Management
Massachusetts
$1.08M +$433K +2,993 +67%
SDAM
278
Shulman DeMeo Asset Management
New York
$1.08M
BIA
279
Bigelow Investment Advisors
Maine
$1.07M +$68.2K +471 +7%
BWFA
280
Baltimore-Washington Financial Advisors
Maryland
$1.06M -$15K -104 -1%
SPC
281
Sigma Planning Corp
Michigan
$1.03M +$108K +743 +12%
WB
282
Webster Bank
Connecticut
$1.03M -$36.2K -250 -3%
PG
283
Proffitt & Goodson
Tennessee
$1.03M -$3.91K -27 -0.4%
AFO
284
Arrowroot Family Office
California
$1.03M +$278K +1,921 +38%
SMFG
285
Sumitomo Mitsui Financial Group
Japan
$1.02M -$73.4K -507 -7%
MLL
286
Moody Lynn & Lieberson
Massachusetts
$1.02M
FT
287
Fiduciary Trust
Massachusetts
$1.01M -$17.5K -121 -2%
EFS
288
Essex Financial Services
Connecticut
$1M -$176K -1,218 -15%
BPC
289
Banque Pictet & Cie
Switzerland
$1M
ORC
290
O'Rourke & Company
Massachusetts
$999K +$33.9K +234 +4%
NFC
291
Northeast Financial Consultants
Connecticut
$992K +$145 +1 +0%
Pathstone Holdings
292
Pathstone Holdings
New Jersey
$985K -$35.6K -246 -4%
MIA
293
Milestone Investment Advisors
Wisconsin
$980K +$258K +1,786 +36%
SF
294
Summit Financial
New Jersey
$980K +$55.3K +382 +6%
RWPA
295
Richard W. Paul & Associates
Michigan
$979K +$7.67K +53 +0.8%
Kayne Anderson Rudnick Investment Management
296
Kayne Anderson Rudnick Investment Management
California
$977K -$73.4K -507 -7%
BRWA
297
B. Riley Wealth Advisors
Florida
$975K -$715K -4,939 -42%
MPCL
298
My Personal CFO LLC
Washington
$967K
NM
299
NWI Management
New York
$946K -$217K -1,500 -19%
GVAG
300
Great Valley Advisor Group
Delaware
$945K -$289 -2 -0%

IBB Hedge Fund Activity: Q3 2024 in Review

893 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2024, worth a combined $5.16B — down 2.3% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IBB positions and 73 closed out — a net gain of 8 holders — while 243 added to existing stakes and 319 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $78M. The largest seller was Goldman Sachs, cutting an estimated $259M.

  • 893 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2024, down from 894 in Q2 2024.
  • Funds reported $5.16B of iShares Biotechnology ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 81 funds opened new iShares Biotechnology ETF positions in Q3 2024 and 73 closed out, a net change of +8 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $78M added.
  • The largest iShares Biotechnology ETF seller in Q3 2024 was Goldman Sachs, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2024.