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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
DP
376
Dearborn Partners
Illinois
$760K +$8.14K +63 +1%
MC
377
Mathes Company
New York
$758K
KLI
378
Kelman-Lazarov Inc
Tennessee
$751K
SCA
379
Snowden Capital Advisors
New York
$739K +$5.95K +46 +0.8%
HCA
380
Harbour Capital Advisors
Virginia
$736K -$13.6K -105 -2%
BONH
381
Bank of New Hampshire
New Hampshire
$733K -$77.5K -600 -10%
PTC
382
Private Trust Company
Ohio
$731K +$10.3K +80 +1%
KF
383
Krilogy Financial
Missouri
$729K +$718K +5,554 New
National Bank of Canada
384
National Bank of Canada
Quebec, Canada
$721K -$242K -1,875 -25%
SG
385
Sharper & Granite
California
$712K +$701K +5,425 New
VNA
386
Valley National Advisers
Pennsylvania
$702K -$28.3K -219 -4%
TCM
387
Triumph Capital Management
Colorado
$700K -$1.64M -12,720 -70%
CIP
388
Capital Insight Partners
Arizona
$699K +$688K +5,322 New
BFEC
389
Benjamin F. Edwards & Company
Missouri
$698K -$157K -1,212 -19%
PG
390
Patten Group
Tennessee
$695K +$46.8K +362 +7%
AIM
391
Anchor Investment Management
South Carolina
$694K +$8.92K +69 +1%
AIM
392
Alhambra Investment Management
Florida
$689K -$8.4K -65 -1%
TTWM
393
TCV Trust & Wealth Management
Virginia
$687K -$6.59K -51 -1%
NFG
394
Nations Financial Group
Iowa
$684K +$129 +1 +0%
Wealthfront Advisers
395
Wealthfront Advisers
California
$684K +$47.8K +370 +8%
SFG
396
Snider Financial Group
Washington
$677K
VCM
397
Vivaldi Capital Management
Illinois
$674K +$129 +1 +0%
EL
398
EMFO LLC
Florida
$674K -$55.6K -430 -8%
EW
399
Evoke Wealth
California
$668K -$149K -1,154 -18%
AA
400
Apriem Advisors
California
$668K

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.