We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

856 hedge funds and large institutions have $8.9B invested in iShares Biotechnology ETF in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 265 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $7.36B → $8.9B (+$1.54B)

9% more funds holding

Funds holding: 784856 (+72)

4.48% more ownership

Funds ownership: 80.86%85.34% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 269

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

46% less call options, than puts

Call options by funds: $818M | Put options by funds: $1.5B

Holders
856
Holders Change
+72
Holders Change %
+9.18%
% of All Funds
15.15%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.27%
New
143
Increased
265
Reduced
269
Closed
58
Calls
$818M
Puts
$1.5B
Net Calls
-$684M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
FIM
401
Fernwood Investment Management
Massachusetts
$724K
SS
402
Sunbelt Securities
Texas
$722K +$130K +910 +24%
OPW
403
Oxler Private Wealth
New York
$719K +$679K +4,751 New
CAM
404
Carret Asset Management
New York
$697K -$857 -6 -0.1%
AFC
405
AFT Forsyth & Company
Florida
$697K +$13.6K +95 +2%
CWC
406
Carolinas Wealth Consulting
North Carolina
$687K -$1.6M -11,205 -71%
NG
407
Northstar Group
New York
$667K -$14.3K -100 -2%
LSPW
408
Lake Street Private Wealth
Illinois
$666K +$181K +1,269 +41%
PFS
409
Prospera Financial Services
Texas
$659K +$448K +3,134 +258%
NFG
410
Nations Financial Group
Iowa
$652K +$143 +1 +0%
OIA
411
Optimum Investment Advisors
Illinois
$650K +$10.4K +73 +2%
IWC
412
Integrated Wealth Concepts
Massachusetts
$648K -$488K -3,417 -44%
HIP
413
HUB Investment Partners
Texas
$645K +$681K +4,765 New
SBH
414
Segall Bryant & Hamill
Illinois
$643K
PA
415
Parallel Advisors
California
$642K -$3.29K -23 -0.5%
UAS
416
United Asset Strategies
New York
$640K -$77.9K -545 -11%
NPP
417
New Potomac Partners
Maryland
$626K -$55K -385 -9%
CFG
418
Citizens Financial Group
Rhode Island
$622K
CPC
419
Congress Park Capital
New York
$620K +$191K +1,336 +48%
ClearBridge Investments
420
ClearBridge Investments
New York
$617K +$150K +1,050 +35%
TWM
421
Titus Wealth Management
California
$616K +$51.3K +359 +10%
FI
422
FormulaFolio Investments
Michigan
$615K +$581K +4,062 New
JIC
423
Joel Isaacson & Co
New York
$614K
KWM
424
Kingsview Wealth Management
Oregon
$613K -$282K -1,973 -33%
PJB
425
Paul John Balson
California
$612K +$286 +2 +0%

IBB Hedge Fund Activity: Q4 2020 in Review

856 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2020, worth a combined $8.9B — up 21% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new IBB positions and 58 closed out — a net gain of 85 holders — while 265 added to existing stakes and 269 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $643M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $391M.

  • 856 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2020, up from 784 in Q3 2020.
  • Funds reported $8.9B of iShares Biotechnology ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 143 funds opened new iShares Biotechnology ETF positions in Q4 2020 and 58 closed out, a net change of +85 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $643M added.
  • The largest iShares Biotechnology ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2020.