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iShares Biotechnology ETF

874 hedge funds and large institutions have $4.59B invested in iShares Biotechnology ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 208 increasing their positions, 325 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.42% more ownership

Funds ownership: 67.57%71% (+3.4%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

2% less funds holding

Funds holding: 893874 (-19)

11% less capital invested

Capital invested by funds: $5.16B → $4.59B (-$566M)

36% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 325

49% less call options, than puts

Call options by funds: $424M | Put options by funds: $829M

Holders
874
Holders Change
-19
Holders Change %
-2.13%
% of All Funds
11.51%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
117
Increased
208
Reduced
325
Closed
114
Calls
$424M
Puts
$829M
Net Calls
-$404M
Net Calls Change
-$89.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Chemistry Wealth Management
New York
$478K
MC
402
Middleton & Co
Massachusetts
$476K
GWS
403
Glassman Wealth Services
Virginia
$476K
CWMGO
404
Capstone Wealth Management Group (Oregon)
Oregon
$476K +$506K +3,597 New
LWM
405
Liberty Wealth Management
California
$473K -$51.7K -368 -9%
XT
406
XTX Topco
Cayman Islands
$469K +$499K +3,549 New
CCG
407
Coastwise Capital Group
California
$469K -$7.03K -50 -1%
IWN
408
Independent Wealth Network
Iowa
$467K -$15.5K -110 -3%
KW
409
KWB Wealth
California
$466K -$133K -945 -23%
HWAM
410
Hennion & Walsh Asset Management
New Jersey
$464K
IWM
411
IHT Wealth Management
Illinois
$461K -$179K -1,273 -27%
C
412
Certuity
Florida
$454K +$483K +3,435 New
BOPW
413
Brandywine Oak Private Wealth
Pennsylvania
$453K -$20.1K -143 -4%
CWC
414
Carolinas Wealth Consulting
North Carolina
$451K -$6.75K -48 -1%
FPW
415
Flagship Private Wealth
Massachusetts
$447K +$281 +2 +0.1%
IFWM
416
Institute for Wealth Management
Colorado
$446K
PM
417
Penbrook Management
New York
$444K
CG
418
Caprock Group
Idaho
$442K +$470K +3,344 New
COFSG
419
Carbahal Olsen Financial Services Group
California
$439K +$467K +3,320 New
CL
420
Choreo LLC
Illinois
$437K -$18.1K -129 -4%
AIM
421
Anchor Investment Management
South Carolina
$433K -$27.6K -196 -6%
IAIM
422
International Assets Investment Management
Florida
$433K +$458K +3,260 New
NAM
423
NorthCrest Asset Manangement
Minnesota
$433K -$1.97K -14 -0.4%
SFI
424
SPC Financial Inc
Maryland
$432K
OCM
425
Orleans Capital Management
Louisiana
$430K -$7.03K -50 -2%

IBB Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2024, worth a combined $4.59B — down 11% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IBB positions and 114 closed out — a net gain of 3 holders — while 208 added to existing stakes and 325 trimmed.

The largest buyer was Jane Street, adding an estimated $73M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $143M.

  • 874 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $4.59B of iShares Biotechnology ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 117 funds opened new iShares Biotechnology ETF positions in Q4 2024 and 114 closed out, a net change of +3 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2024 was Jane Street, an estimated $73M added.
  • The largest iShares Biotechnology ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2024.