We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

962 hedge funds and large institutions have $6.38B invested in iShares Biotechnology ETF in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 308 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 248

13% more funds holding

Funds holding: 855962 (+107)

11% more call options, than puts

Call options by funds: $453M | Put options by funds: $409M

3.62% less ownership

Funds ownership: 66.96%63.34% (-3.6%)

10% less capital invested

Capital invested by funds: $7.1B → $6.38B (-$720M)

Holders
962
Holders Change
+107
Holders Change %
+12.51%
% of All Funds
14.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
186
Increased
308
Reduced
248
Closed
66
Calls
$453M
Puts
$409M
Net Calls
+$43.6M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
NM
326
NWI Management
New York
$1.22M +$1.24M +8,000 New
SFP
327
Shepherd Financial Partners
Massachusetts
$1.21M +$16.3K +105 +1%
GT
328
Glenmede Trust
Pennsylvania
$1.2M -$81.9K -529 -6%
WP
329
WealthPLAN Partners
Nebraska
$1.2M -$266K -1,718 -16%
IA
330
IFG Advisory
Georgia
$1.19M +$54.3K +351 +5%
VCM
331
Virtue Capital Management
Tennessee
$1.18M -$462K -2,983 -28%
MWM
332
Marion Wealth Management
Pennsylvania
$1.17M +$1.19M +7,656 New
MIC
333
Means Investment Company
Maine
$1.15M +$549K +3,544 +89%
PP
334
Peconic Partners
New York
$1.15M
CWA
335
Clarus Wealth Advisors
Arizona
$1.14M +$166K +1,074 +15%
RF
336
Rollins Financial
Georgia
$1.13M +$1.15M +7,414 New
Mercer Global Advisors
337
Mercer Global Advisors
Colorado
$1.12M +$88.1K +569 +8%
IWC
338
Integrated Wealth Concepts
Massachusetts
$1.11M +$320K +2,069 +40%
SWM
339
Spire Wealth Management
Virginia
$1.1M +$120K +772 +12%
PMG
340
ProVise Management Group
Florida
$1.1M +$14.9K +96 +1%
PA
341
PFG Advisors
Arizona
$1.1M -$118K -764 -10%
LNC
342
Lincoln National Corp
Pennsylvania
$1.09M +$50.5K +326 +5%
LSPW
343
Lake Street Private Wealth
Illinois
$1.08M +$184K +1,187 +20%
B
344
Bailard
California
$1.08M
P
345
&Partners
Tennessee
$1.08M
SFG
346
Sovereign Financial Group
Connecticut
$1.07M -$7.43K -48 -0.7%
JWCA
347
J.W. Cole Advisors
Florida
$1.07M +$1.09M +7,015 New
NL
348
NWAM LLC
Washington
$1.07M -$39.9K -258 -4%
BHB
349
Bank Hapoalim BM
Israel
$1.05M -$59K -381 -5%
Qube Research & Technologies (QRT)
350
Qube Research & Technologies (QRT)
United Kingdom
$1.04M -$59.9M -387,186 -98%

IBB Hedge Fund Activity: Q4 2021 in Review

962 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2021, worth a combined $6.38B — down 10% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IBB positions and 66 closed out — a net gain of 120 holders — while 308 added to existing stakes and 248 trimmed.

The largest buyer was Citigroup, adding an estimated $117M. The largest seller was Barclays, cutting an estimated $203M.

  • 962 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2021, up from 855 in Q3 2021.
  • Funds reported $6.38B of iShares Biotechnology ETF stock for Q4 2021, down 10% quarter-over-quarter.
  • 186 funds opened new iShares Biotechnology ETF positions in Q4 2021 and 66 closed out, a net change of +120 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2021 was Citigroup, an estimated $117M added.
  • The largest iShares Biotechnology ETF seller in Q4 2021 was Barclays, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.