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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
IWM
351
IHT Wealth Management
Illinois
$691K -$284K -1,960 -29%
ASN
352
Advisory Services Network
Georgia
$688K
SEA
353
Stegent Equity Advisors
Texas
$688K -$304K -2,101 -31%
MWM
354
Meridian Wealth Management
Kentucky
$685K +$681K +4,704 New
TTWM
355
TCV Trust & Wealth Management
Virginia
$685K -$32.6K -225 -5%
NS
356
NBC Securities
Alabama
$669K +$434 +3 +0.1%
PA
357
PFG Advisors
Arizona
$662K +$579 +4 +0.1%
HI
358
Humankind Investments
New York
$655K
PCM
359
Ping Capital Management
New York
$655K
WS
360
Wedbush Securities
California
$645K -$99.5K -688 -13%
MWM
361
MGB Wealth Management
Texas
$641K -$145 -1 -0%
GIA
362
Gladstone Institutional Advisory
Florida
$639K -$141K -977 -18%
HL
363
HeadInvest LLC
Maine
$638K -$32.6K -225 -5%
AFC
364
AFT Forsyth & Company
Florida
$635K -$4.63K -32 -0.7%
CIAS
365
Capital Investment Advisory Services
North Carolina
$632K +$2.89K +20 +0.5%
CIA
366
Cladis Investment Advisory
Montana
$626K +$183K +1,265 +42%
TWP
367
Tyche Wealth Partners
Texas
$623K -$8.97K -62 -1%
CWP
368
Core Wealth Partners
California
$623K +$289 +2 +0%
MWA
369
Monograph Wealth Advisors
California
$612K -$1.45K -10 -0.2%
NWA
370
Navis Wealth Advisors
New York
$611K +$868 +6 +0.1%
MIM
371
Marco Investment Management
Georgia
$609K
AWA
372
Arkadios Wealth Advisors
Georgia
$605K -$45.3K -313 -7%
KLI
373
Kelman-Lazarov Inc
Tennessee
$602K
National Bank of Canada
374
National Bank of Canada
Quebec, Canada
$600K +$33.1K +229 +6%
EWA
375
EverSource Wealth Advisors
Alabama
$600K -$72.2K -499 -11%

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.