We are live on ! Find out more
IBB icon

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
LNC
301
Lincoln National Corp
Pennsylvania
$1.19M +$359K +2,780 +44%
CSB
302
City State Bank
Iowa
$1.19M +$14.2K +110 +1%
LFM
303
Lumina Fund Management
New York
$1.18M
RFC
304
Regions Financial Corp
Alabama
$1.17M -$6.72K -52 -0.6%
WB
305
WesBanco Bank
West Virginia
$1.16M +$78.8K +610 +7%
AA
306
Ancora Advisors
Ohio
$1.15M -$86.7K -671 -7%
WB
307
Webster Bank
Connecticut
$1.15M
New York State Common Retirement Fund
308
New York State Common Retirement Fund
New York
$1.13M -$996K -7,707 -47%
HI
309
Hudock Inc
Pennsylvania
$1.13M -$135K -1,048 -11%
GAA
310
Global Assets Advisory
Florida
$1.12M -$188K -1,455 -15%
ASN
311
Advisory Services Network
Georgia
$1.12M +$99.3K +768 +10%
BCM
312
Brookstone Capital Management
Illinois
$1.11M -$77.5K -600 -7%
TCM
313
True Capital Management
California
$1.11M +$1.09M +8,456 New
CWM
314
Connecticut Wealth Management
Connecticut
$1.1M
CC
315
Courier Capital
New York
$1.1M -$8.53K -66 -0.8%
MSFS
316
Main Street Financial Solutions
Pennsylvania
$1.09M -$63.6K -492 -6%
NFC
317
Northeast Financial Consultants
Connecticut
$1.08M +$7.88K +61 +0.7%
SI
318
Stephens Inc
Arkansas
$1.07M +$213K +1,649 +25%
LJAC
319
L.J. Altfest & Co
New York
$1.06M -$232K -1,795 -18%
WS
320
Wedbush Securities
California
$1.06M -$113K -873 -10%
CM
321
Columbus Macro
Pennsylvania
$1.06M +$1.04M +8,063 New
PWS
322
Private Wealth Strategies
Ohio
$1.06M +$775 +6 +0.1%
KPWS
323
Kestra Private Wealth Services
Texas
$1.06M +$280K +2,166 +37%
OIA
324
OneDigital Investment Advisors
Kansas
$1.05M +$187K +1,445 +22%
DAM
325
Deltec Asset Management
New York
$1.05M +$1.03M +8,000 New

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.