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iShares Biotechnology ETF

826 hedge funds and large institutions have $4.71B invested in iShares Biotechnology ETF in 2023 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 333 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
826
Holders Change
-11
Holders Change %
-1.31%
% of All Funds
13.17%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.14%
New
61
Increased
165
Reduced
333
Closed
62
Calls
$208M
Puts
$806M
Net Calls
-$599M
Net Calls Change
-$598M
Name Holding Trade Value Shares
Change
Shares
Change %
AAS
401
Avantax Advisory Services
Texas
$510K -$20.9K -171 -4%
AFM
402
Abbot Financial Management
Massachusetts
$510K -$48.9K -400 -9%
EL
403
EMFO LLC
Florida
$506K
CWM
404
C2C Wealth Management
Arizona
$504K
TCM
405
Triumph Capital Management
Colorado
$499K +$4.28K +35 +0.9%
SCA
406
Snowden Capital Advisors
New York
$488K -$209K -1,712 -30%
CWM
407
Circle Wealth Management
New Jersey
$486K +$486K +3,974 New
PM
408
Penbrook Management
New York
$484K -$3.67K -30 -0.8%
CFSG
409
Community Financial Services Group
Vermont
$484K +$484K +3,959 New
LWM
410
Liberty Wealth Management
California
$484K -$11.5K -94 -2%
CCG
411
Coastwise Capital Group
California
$483K -$36.7K -300 -7%
LJAC
412
L.J. Altfest & Co
New York
$476K -$90.9K -743 -16%
DS
413
DRW Securities
Illinois
$474K +$2.93K +24 +0.6%
Kovitz Investment Group Partners
414
Kovitz Investment Group Partners
Illinois
$473K +$367 +3 +0.1%
FSA
415
Fort Sheridan Advisors
Illinois
$473K +$275K +2,250 +139%
PWM
416
Peterson Wealth Management
Nevada
$458K +$13K +106 +3%
MBTD
417
Mechanics Bank - Trust Department
California
$452K -$104K -850 -19%
HSBC Holdings
418
HSBC Holdings
United Kingdom
$450K +$27.2K +222 +6%
BA
419
Bridge Advisory
California
$448K +$157K +1,283 +54%
FNBSF
420
First National Bank Sioux Falls
South Dakota
$443K +$443K +3,620 New
MCM
421
Marathon Capital Management
Maryland
$442K -$24.5K -200 -5%
T. Rowe Price Associates
422
T. Rowe Price Associates
Maryland
$442K
MIM
423
Miller Investment Management
Pennsylvania
$442K -$24.3K -199 -5%
SCA
424
Southern Capital Advisors
Tennessee
$442K
National Bank of Canada
425
National Bank of Canada
Quebec, Canada
$441K -$139K -1,153 -24%