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iShares Biotechnology ETF

766 hedge funds and large institutions have $7.8B invested in iShares Biotechnology ETF in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

53% more capital invested

Capital invested by funds: $5.09B → $7.8B (+$2.71B)

30% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 198

15% more funds holding

Funds holding: 668766 (+98)

4.17% more ownership

Funds ownership: 79.73%83.91% (+4.2%)

16% less call options, than puts

Call options by funds: $615M | Put options by funds: $736M

Holders
766
Holders Change
+98
Holders Change %
+14.67%
% of All Funds
15.71%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.49%
New
162
Increased
258
Reduced
198
Closed
59
Calls
$615M
Puts
$736M
Net Calls
-$121M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
BP
451
Broadleaf Partners
Ohio
$400K
SS
452
Sunbelt Securities
Texas
$398K +$371K +2,910 New
AFWM
453
AMJ Financial Wealth Management
Virginia
$394K +$368K +2,885 New
TYCC
454
Texas Yale Capital Corp
Florida
$393K -$1.53K -12 -0.4%
BCWM
455
Blue Chip Wealth Management
Florida
$393K +$51.2K +402 +16%
PCM
456
Parsons Capital Management
Rhode Island
$393K +$366K +2,875 New
HWA
457
HCR Wealth Advisors
California
$392K +$220K +1,724 +153%
BIAS
458
Beacon Investment Advisory Services
New Jersey
$390K
SB
459
Simmons Bank
Arkansas
$386K -$32.3K -253 -8%
CRC
460
Curi RMB Capital
Illinois
$384K +$38.2K +300 +12%
IWM
461
IHT Wealth Management
Illinois
$383K +$89.5K +702 +33%
BKA
462
Brick & Kyle Associates
Pennsylvania
$373K
PFPT
463
Pinnacle Financial Partners (Tennessee)
Tennessee
$371K +$6.37K +50 +2%
FCC
464
Florin Court Capital
United Kingdom
$369K +$344K +2,700 New
KFC
465
Klingenstein Fields & Co
New York
$366K
FSA
466
Financial Services Advisory
Maryland
$366K +$342K +2,679 New
BCV
467
Banque Cantonale Vaudoise
Switzerland
$364K -$22.9K -180 -6%
RCM
468
RB Capital Management
Nevada
$364K +$127 +1 +0%
KCM
469
Kanawha Capital Management
Virginia
$363K -$21.8K -171 -6%
GVAG
470
Great Valley Advisor Group
Delaware
$363K +$89.4K +701 +36%
LWAC
471
Laurel Wealth Advisors (California)
California
$361K +$49.3K +387 +17%
WBG
472
Wharton Business Group
Pennsylvania
$360K +$31.9K +250 +10%
NWP
473
Northstar Wealth Partners
Connecticut
$359K -$368K -2,888 -52%
LJAC
474
L.J. Altfest & Co
New York
$357K -$472K -3,703 -59%
FFBTD
475
First Financial Bank - Trust Division
Ohio
$351K +$33.5K +263 +11%

IBB Hedge Fund Activity: Q2 2020 in Review

766 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2020, worth a combined $7.8B — up 53% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new IBB positions and 59 closed out — a net gain of 103 holders — while 258 added to existing stakes and 198 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $158M.

  • 766 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2020, up from 668 in Q1 2020.
  • Funds reported $7.8B of iShares Biotechnology ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 162 funds opened new iShares Biotechnology ETF positions in Q2 2020 and 59 closed out, a net change of +103 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2020 was Goldman Sachs, an estimated $294M added.
  • The largest iShares Biotechnology ETF seller in Q2 2020 was Bank of America, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2020.