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iShares Biotechnology ETF

859 hedge funds and large institutions have $5.31B invested in iShares Biotechnology ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 190 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
-38
Holders Change %
-4.24%
% of All Funds
13.75%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
78
Increased
190
Reduced
337
Closed
95
Calls
$300M
Puts
$354M
Net Calls
-$53.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Shares
Change %
CCM
401
Coldstream Capital Management
Washington
$550K -$235K -1,821 -30%
CCG
402
Coastwise Capital Group
California
$549K -$103K -799 -16%
TCA
403
Transcend Capital Advisors
New Jersey
$548K -$207K -1,605 -27%
MWA
404
Monograph Wealth Advisors
California
$544K
JAG
405
Journey Advisory Group
Kentucky
$534K -$288K -2,226 -35%
NW
406
NewEdge Wealth
Pennsylvania
$532K +$4.39K +34 +0.8%
CFCI
407
Comprehensive Financial Consultants Institutional
Indiana
$529K +$3.88K +30 +0.7%
BCM
408
Brainard Capital Management
Texas
$528K +$129 +1 +0%
SWM
409
Spire Wealth Management
Virginia
$525K +$87.4K +677 +20%
LWM
410
Liberty Wealth Management
California
$523K +$523K +4,050 New
Kovitz Investment Group Partners
411
Kovitz Investment Group Partners
Illinois
$520K +$174K +1,351 +50%
PM
412
Penbrook Management
New York
$515K
QT
413
Quantbot Technologies
New York
$515K -$125K -968 -20%
KWM
414
Kingsview Wealth Management
Oregon
$511K +$57.2K +443 +13%
SC
415
Savant Capital
Illinois
$510K +$510K +3,948 New
FIM
416
Freedom Investment Management
Connecticut
$510K -$836K -6,469 -62%
SFA
417
Sequoia Financial Advisors
Ohio
$506K +$125K +966 +33%
MCM
418
Marathon Capital Management
Maryland
$506K -$25.8K -200 -5%
Balyasny Asset Management
419
Balyasny Asset Management
Illinois
$505K +$505K +3,911 New
AFG
420
Atomi Financial Group
New York
$502K +$502K +3,887 New
LWM
421
LJI Wealth Management
Indiana
$502K -$6.46K -50 -1%
TFCP
422
Twin Focus Capital Partners
Massachusetts
$498K +$15.5K +120 +3%
PVI
423
Pine Valley Investments
New Jersey
$494K +$494K +3,779 New
GVAG
424
Great Valley Advisor Group
Delaware
$493K -$3.62K -28 -0.7%
NWM
425
NEIRG Wealth Management
Massachusetts
$482K