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iShares Biotechnology ETF

414 hedge funds and large institutions have $3.86B invested in iShares Biotechnology ETF in 2016 Q1 according to their latest regulatory filings, with 67 funds opening new positions, 130 increasing their positions, 143 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% less repeat investments, than reductions

Existing positions increased: 130 | Existing positions reduced: 143

4% less funds holding

Funds holding: 431414 (-17)

11% less first-time investments, than exits

New positions opened: 67 | Existing positions closed: 75

32% less call options, than puts

Call options by funds: $608M | Put options by funds: $901M

34% less funds holding in top 10

Funds holding in top 10: 3221 (-11)

36% less capital invested

Capital invested by funds: $6B → $3.86B (-$2.14B)

Holders
414
Holders Change
-17
Holders Change %
-3.94%
% of All Funds
11.03%
Holding in Top 10
21
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-34.38%
% of All Funds
0.56%
New
67
Increased
130
Reduced
143
Closed
75
Calls
$608M
Puts
$901M
Net Calls
-$292M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
MIFH
426
Migdal Insurance & Financial Holdings
Israel
-$4.09M -36,270 Closed
WCM
427
Wildcat Capital Management
New York
-$3.04M -27,000 Closed
AIA
428
Allegis Investment Advisors
Idaho
-$2.72M -24,135 Closed
BSB
429
Bangor Savings Bank
Maine
-$2.36M -20,892 Closed
VFS
430
VSR Financial Services
Kansas
-$2.2M -19,530 Closed
BCM
431
Beck Capital Management
Texas
-$2.06M -18,300 Closed
MCM
432
Maple Capital Management
Vermont
-$1.84M -16,305 Closed
Point72 Asset Management
433
Point72 Asset Management
Connecticut
-$1.69M -15,000 Closed
WF
434
WealthTrust Fairport
Ohio
-$1.55M -13,740 Closed
ST
435
Spot Trading
Illinois
-$1.2M -13,434 Closed
Hudson Bay Capital Management
436
Hudson Bay Capital Management
Connecticut
-$1.23M -10,896 Closed
WA
437
WESPAC Advisors
California
-$1.1M -9,741 Closed
AI
438
Atria Investments
North Carolina
-$814K -8,085 Closed
GC
439
Gruss & Co
Florida
-$846K -7,500 Closed
BCM
440
Bluefin Capital Management
New York
-$802K -7,110 Closed
First Trust Advisors
441
First Trust Advisors
Illinois
-$700K -6,207 Closed
N
442
Natixis
France
-$644K -5,709 Closed
DAS
443
Dynamic Advisor Solutions
Arizona
-$599K -5,316 Closed
SAM
444
Shamrock Asset Management
Texas
-$526K -4,665 Closed
EGA
445
E&G Advisors
Texas
-$465K -4,125 Closed
VAM
446
Visium Asset Management
New York
-$461K -4,092 Closed
BAC
447
Boys Arnold & Co
North Carolina
-$450K -3,990 Closed
MC
448
Moors & Cabot
Massachusetts
-$445K -3,930 Closed
CCS
449
Crosspoint Capital Strategies
California
-$346K -3,420 Closed
MML Investors Services
450
MML Investors Services
Massachusetts
-$342K -3,030 Closed

IBB Hedge Fund Activity: Q1 2016 in Review

414 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q1 2016, worth a combined $3.86B — down 36% from $6B a quarter earlier.

Sellers outnumbered buyers: 75 funds closed out of IBB and 67 opened new positions — a net loss of 8 holders — while 143 trimmed existing stakes and 130 added.

The largest buyer was Citigroup, adding an estimated $136M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $485M.

  • 414 institutional investors held iShares Biotechnology ETF (IBB) as of Q1 2016, down from 431 in Q4 2015.
  • Funds reported $3.86B of iShares Biotechnology ETF stock for Q1 2016, down 36% quarter-over-quarter.
  • 67 funds opened new iShares Biotechnology ETF positions in Q1 2016 and 75 closed out, a net change of -8 holders.
  • The largest iShares Biotechnology ETF buyer in Q1 2016 was Citigroup, an estimated $136M added.
  • The largest iShares Biotechnology ETF seller in Q1 2016 was BNP Paribas Financial Markets, an estimated $485M sold.

Based on aggregated 13F filings for Q1 2016.