We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

609 hedge funds and large institutions have $6.14B invested in iShares Biotechnology ETF in 2018 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 171 increasing their positions, 227 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more capital invested

Capital invested by funds: $5.68B → $6.14B (+$458M)

4.9% more ownership

Funds ownership: 63.02%67.92% (+4.9%)

7% more first-time investments, than exits

New positions opened: 63 | Existing positions closed: 59

0% more funds holding

Funds holding: 608609 (+1)

8% less funds holding in top 10

Funds holding in top 10: 2523 (-2)

17% less call options, than puts

Call options by funds: $411M | Put options by funds: $495M

25% less repeat investments, than reductions

Existing positions increased: 171 | Existing positions reduced: 227

Holders
609
Holders Change
+1
Holders Change %
+0.16%
% of All Funds
13.94%
Holding in Top 10
23
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-8%
% of All Funds
0.53%
New
63
Increased
171
Reduced
227
Closed
59
Calls
$411M
Puts
$495M
Net Calls
-$84.6M
Net Calls Change
+$195M
Name Holding Trade Value Shares
Change
Change in
Stake
WPC
426
Waters Parkerson & Co
Louisiana
$276K
AF
427
Aldebaran Financial
$269K +$21.4K +200 +9%
SGCA
428
Steel Grove Capital Advisors
Tennessee
$265K
OGC
429
Oak Grove Capital
New Hampshire
$264K -$164K -1,535 -39%
BP
430
Broadleaf Partners
Ohio
$260K
FCI
431
Financial Counselors Inc
Kansas
$257K -$2.48M -23,197 -91%
SFSIG
432
San Francisco Sentry Investment Group
California
$254K -$1.07M -9,973 -81%
HCM
433
Howard Capital Management
Georgia
$254K -$103K -965 -31%
PG
434
Patten Group
Tennessee
$253K -$40.1K -375 -14%
MPPLM
435
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$253K +$247K +2,306 New
PWMAG
436
Pinnacle Wealth Management Advisory Group
New Jersey
$252K
DBT
437
Dubuque Bank & Trust
Iowa
$250K
PA
438
PFG Advisors
Arizona
$249K -$15.9K -149 -6%
GW
439
GW & Wade
Massachusetts
$247K
NCM
440
Noesis Capital Mangement
Florida
$245K
ED
441
Exane Derivatives
France
$245K +$238K +2,230 +223,000%
WF
442
Welch & Forbes
Massachusetts
$244K
AWA
443
Arete Wealth Advisors
Illinois
$243K +$237K +2,213 New
MCM
444
Maryland Capital Management
Maryland
$242K
PP
445
Patten & Patten
Tennessee
$242K
DSC
446
Duncker Streett & Co
Missouri
$242K +$16K +150 +7%
FCC
447
Florin Court Capital
United Kingdom
$242K +$235K +2,200 New
RCAG
448
Rehmann Capital Advisory Group
Michigan
$241K +$37.8K +353 +19%
Bank of Nova Scotia
449
Bank of Nova Scotia
Ontario, Canada
$238K
CA
450
Cumberland Advisors
Florida
$238K +$10.7K +100 +5%

IBB Hedge Fund Activity: Q2 2018 in Review

609 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2018, worth a combined $6.14B — up 8.1% from $5.68B a quarter earlier.

Buyers outnumbered sellers: 63 funds opened new IBB positions and 59 closed out — a net gain of 4 holders — while 171 added to existing stakes and 227 trimmed.

The largest buyer was UBS Group, adding an estimated $164M. The largest seller was Deutsche Bank, cutting an estimated $49.1M.

  • 609 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2018, up from 608 in Q1 2018.
  • Funds reported $6.14B of iShares Biotechnology ETF stock for Q2 2018, up 8.1% quarter-over-quarter.
  • 63 funds opened new iShares Biotechnology ETF positions in Q2 2018 and 59 closed out, a net change of +4 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2018 was UBS Group, an estimated $164M added.
  • The largest iShares Biotechnology ETF seller in Q2 2018 was Deutsche Bank, an estimated $49.1M sold.

Based on aggregated 13F filings for Q2 2018.