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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
RIA
376
Realta Investment Advisors
Delaware
$600K +$449K +3,105 +307%
FSA
377
Fort Sheridan Advisors
Illinois
$599K +$27.2K +188 +5%
MGIA
378
Moneta Group Investment Advisors
Missouri
$595K +$40.9K +283 +7%
AWM
379
Axxcess Wealth Management
California
$594K -$105K -724 -15%
CIBC World Market
380
CIBC World Market
Ontario, Canada
$585K -$87K -601 -13%
SWA
381
Stratos Wealth Advisors
Ohio
$583K
TC
382
Torno Capital
Massachusetts
$582K +$579K +4,000 New
AA
383
Ancora Advisors
Ohio
$575K +$6.22K +43 +1%
LWM
384
Liberty Wealth Management
California
$574K -$3.91K -27 -0.7%
GLLW
385
Graves Light Lenhart Wealth
Virginia
$574K -$1.62M -11,200 -74%
CFCI
386
Comprehensive Financial Consultants Institutional
Indiana
$573K -$36.9K -255 -6%
CFSG
387
Community Financial Services Group
Vermont
$571K
AFM
388
Abbot Financial Management
Massachusetts
$570K
BCM
389
Bourgeon Capital Management
Connecticut
$570K +$24.3K +168 +4%
M&T Bank
390
M&T Bank
New York
$569K -$40.5K -280 -7%
KW
391
KWB Wealth
California
$569K +$47.6K +329 +9%
DAS
392
Dynamic Advisor Solutions
Arizona
$569K -$125K -867 -18%
IPAM
393
ICICI Prudential Asset Management
India
$564K
VNA
394
Valley National Advisers
Pennsylvania
$551K -$5.93K -41 -1%
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$550K +$167K +1,154 +38%
PS
396
Principal Securities
Iowa
$549K -$4.05K -28 -0.7%
FCI
397
Financial Counselors Inc
Kansas
$549K
CIA
398
Concurrent Investment Advisors
Florida
$541K +$17.8K +123 +3%
WPC
399
Waters Parkerson & Co
Louisiana
$539K
CP
400
Creekside Partners
California
$539K +$289 +2 +0.1%

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.