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iShares Biotechnology ETF

902 hedge funds and large institutions have $5.97B invested in iShares Biotechnology ETF in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 257 increasing their positions, 290 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 44

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

31% more capital invested

Capital invested by funds: $4.57B → $5.97B (+$1.41B)

9% more funds holding

Funds holding: 829902 (+73)

3.64% more ownership

Funds ownership: 61.66%65.3% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 290

36% less call options, than puts

Call options by funds: $325M | Put options by funds: $511M

Holders
902
Holders Change
+73
Holders Change %
+8.81%
% of All Funds
14.5%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.35%
New
140
Increased
257
Reduced
290
Closed
44
Calls
$325M
Puts
$511M
Net Calls
-$186M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
451
Princeton Global Asset Management
New Jersey
$495K
TFCP
452
Twin Focus Capital Partners
Massachusetts
$491K +$483K +3,738 New
NWM
453
NEIRG Wealth Management
Massachusetts
$490K +$129 +1 +0%
BFG
454
Berger Financial Group
Minnesota
$489K
NPP
455
New Potomac Partners
Maryland
$488K +$5.17K +40 +1%
CIAS
456
Capital Investment Advisory Services
North Carolina
$486K +$9.05K +70 +2%
SIC
457
SFE Investment Counsel
California
$484K -$62.5K -484 -12%
CG
458
Caprock Group
Idaho
$475K -$69.8K -540 -13%
T. Rowe Price Associates
459
T. Rowe Price Associates
Maryland
$474K
MC
460
Middleton & Co
Massachusetts
$473K
Neuberger Berman Group
461
Neuberger Berman Group
New York
$470K +$7.88K +61 +2%
NG
462
Northstar Group
New York
$469K -$51.8K -401 -10%
GWS
463
Glassman Wealth Services
Virginia
$466K -$1.81K -14 -0.4%
IWN
464
Independent Wealth Network
Iowa
$465K -$129 -1 -0%
SFG
465
SevenBridge Financial Group
Pennsylvania
$462K +$83.7K +648 +23%
KWM
466
Kingsview Wealth Management
Oregon
$461K +$22K +170 +5%
CG
467
Colony Group
Massachusetts
$461K
HWAM
468
Hennion & Walsh Asset Management
New Jersey
$461K
PI
469
Parkside Investments
Illinois
$460K +$452K +3,500 New
EWA
470
Exencial Wealth Advisors
Oklahoma
$456K +$15.6K +121 +4%
NAMP
471
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$454K
IFWM
472
Institute for Wealth Management
Colorado
$453K
TI
473
tru Independence
Oregon
$450K -$6.33K -49 -1%
TSWM
474
Triangle Securities Wealth Management
North Carolina
$447K
FPW
475
Flagship Private Wealth
Massachusetts
$445K +$26.4K +204 +6%

IBB Hedge Fund Activity: Q4 2022 in Review

902 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2022, worth a combined $5.97B — up 31% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IBB positions and 44 closed out — a net gain of 96 holders — while 257 added to existing stakes and 290 trimmed.

The largest buyer was Caxton Associates (New York), opening a new position worth an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $77.3M.

  • 902 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2022, up from 829 in Q3 2022.
  • Funds reported $5.97B of iShares Biotechnology ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 140 funds opened new iShares Biotechnology ETF positions in Q4 2022 and 44 closed out, a net change of +96 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2022 was Caxton Associates (New York), an estimated $149M added.
  • The largest iShares Biotechnology ETF seller in Q4 2022 was Morgan Stanley, an estimated $77.3M sold.

Based on aggregated 13F filings for Q4 2022.