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iShares Biotechnology ETF

865 hedge funds and large institutions have $5.2B invested in iShares Biotechnology ETF in 2023 Q4 according to their latest regulatory filings, with 122 funds opening new positions, 177 increasing their positions, 372 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
865
Holders Change
+39
Holders Change %
+4.72%
% of All Funds
12.68%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.15%
New
122
Increased
177
Reduced
372
Closed
73
Calls
$353M
Puts
$1.42B
Net Calls
-$1.07B
Net Calls Change
-$469M
Name Holding Trade Value Shares
Change
Shares
Change %
KF
376
KKM Financial
Illinois
$582K +$582K +4,283 New
CWP
377
Core Wealth Partners
California
$581K +$272 +2 +0%
AFC
378
AFT Forsyth & Company
Florida
$578K -$52.6K -387 -8%
BAM
379
Belpointe Asset Management
Nevada
$577K -$46.6K -343 -7%
MWA
380
Monograph Wealth Advisors
California
$572K
CFCI
381
Comprehensive Financial Consultants Institutional
Indiana
$570K
MIM
382
Marco Investment Management
Georgia
$569K -$272K -2,000 -32%
BOPW
383
Brandywine Oak Private Wealth
Pennsylvania
$564K -$138K -1,016 -20%
SA
384
SFI Advisors
New Jersey
$564K +$564K +4,149 New
IAIM
385
International Assets Investment Management
Florida
$563K +$563K +4,141 New
FCI
386
Financial Counselors Inc
Kansas
$557K -$127K -933 -19%
HDIM
387
Hanson & Doremus Investment Management
Vermont
$553K -$39.8K -293 -7%
AA
388
Ancora Advisors
Ohio
$551K -$168K -1,236 -23%
BIA
389
Bigelow Investment Advisors
Maine
$551K +$234K +1,722 +74%
AFM
390
Abbot Financial Management
Massachusetts
$542K -$25K -184 -4%
PG
391
Patten Group
Tennessee
$541K -$61K -449 -10%
CWM
392
Circle Wealth Management
New Jersey
$540K
LWM
393
Liberty Wealth Management
California
$539K +$1.36K +10 +0.3%
PM
394
Penbrook Management
New York
$538K
EWA
395
EverSource Wealth Advisors
Alabama
$531K -$100K -737 -16%
CCG
396
Coastwise Capital Group
California
$529K -$7.47K -55 -1%
FIM
397
Fernwood Investment Management
Massachusetts
$526K -$47K -346 -8%
FSA
398
Fort Sheridan Advisors
Illinois
$526K
TCM
399
Triumph Capital Management
Colorado
$525K -$29.9K -220 -5%
AAS
400
Avantax Advisory Services
Texas
$519K -$47.7K -351 -8%