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
HDIM
351
Hanson & Doremus Investment Management
Vermont
$1.04M +$19.8K +128 +2%
UB
352
UMB Bank
Missouri
$1.03M +$1.05M +6,774 New
PAS
353
Park Avenue Securities
New York
$1.03M +$101K +653 +11%
ICG
354
InterOcean Capital Group
Tennessee
$1.02M +$1.03M +6,681 New
HL
355
HeadInvest LLC
Maine
$1.02M +$129K +835 +14%
MPCL
356
My Personal CFO LLC
Washington
$1.01M +$1.03M +6,640 New
PG
357
Proffitt & Goodson
Tennessee
$1M -$11.1K -72 -1%
AG
358
Ascent Group
Virginia
$1M +$1.21M +7,797 New
AW
359
ACG Wealth
Georgia
$996K +$157K +1,013 +18%
CA
360
Cornerstone Advisory
Maryland
$990K +$1M +6,485 New
PFA
361
Pettinga Financial Advisors
Indiana
$988K +$1M +6,471 New
AWM
362
Ameliora Wealth Management
Switzerland
$987K +$1.1M +7,100 New
JIC
363
Johnson Investment Counsel
Ohio
$978K -$58.5K -378 -6%
CSB
364
City State Bank
Iowa
$978K +$993K +6,411 New
IAN
365
Integrated Advisors Network
Texas
$973K -$111K -720 -10%
CT
366
Coastline Trust
Rhode Island
$971K
PWP
367
Pursue Wealth Partners
California
$969K +$983K +6,350 New
WIP
368
WealthCare Investment Partners
Rhode Island
$963K +$977K +6,309 New
PCP
369
Proficio Capital Partners
Massachusetts
$962K
PTC
370
Private Trust Company
Ohio
$955K -$13.9K -90 -1%
SMC
371
Smith, Moore & Co
Missouri
$953K +$24K +155 +3%
SS
372
Sunbelt Securities
Texas
$948K -$55.1K -356 -5%
T
373
TCWP
Ohio
$942K +$956K +6,174 New
EW
374
Evoke Wealth
California
$931K -$44.4K -287 -4%
FWIA
375
Fort Washington Investment Advisors
Ohio
$919K

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.