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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
SVWAG
301
Sound View Wealth Advisors Group
Georgia
$941K +$119K +820 +15%
SFP
302
Shepherd Financial Partners
Massachusetts
$939K +$5.93K +41 +0.6%
RB
303
Richmond Brothers
Michigan
$929K -$132K -911 -12%
BBL
304
Beck Bode LLC
Massachusetts
$918K -$382K -2,640 -30%
KWM
305
Keebeck Wealth Management
Illinois
$918K -$17.8K -123 -2%
GIM
306
Grassi Investment Management
California
$911K -$65.1K -450 -7%
PMG
307
ProVise Management Group
Florida
$908K +$13.2K +91 +1%
BWM
308
BigSur Wealth Management
Florida
$906K
SCA
309
Snowden Capital Advisors
New York
$905K -$24.2K -167 -3%
CM
310
Churchill Management
California
$903K -$153K -1,054 -15%
RFC
311
Regions Financial Corp
Alabama
$900K -$61.8K -427 -6%
MWM
312
Modera Wealth Management
New Jersey
$897K -$20K -138 -2%
MC
313
Minot Capital
Colorado
$897K
WT
314
Whittier Trust
California
$896K +$3.91K +27 +0.4%
SWM
315
Sculati Wealth Management
Michigan
$886K -$498K -3,441 -36%
SG
316
Sharper & Granite
California
$885K +$52.8K +365 +6%
DP
317
Dearborn Partners
Illinois
$882K -$30.4K -210 -3%
PWP
318
Principle Wealth Partners
Connecticut
$878K -$26.8K -185 -3%
EW
319
Evoke Wealth
California
$860K +$855K +5,908 New
FNC
320
First National Corp
Massachusetts
$847K -$1.46M -10,083 -63%
LA
321
LM Advisors
California
$845K -$161K -1,113 -14%
RIL
322
Rothschild Investment LLC
Illinois
$841K +$402K +2,779 +93%
TW
323
TrinityPoint Wealth
Connecticut
$841K +$145 +1 +0%
FFA
324
Farther Finance Advisors
California
$840K +$328K +2,264 +65%
TSWM
325
Tyler-Stone Wealth Management
Ohio
$837K +$467K +3,226 +128%

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.