We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

893 hedge funds and large institutions have $5.16B invested in iShares Biotechnology ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 319 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 73

0% less funds holding

Funds holding: 894893 (-1)

2% less capital invested

Capital invested by funds: $5.28B → $5.16B (-$124M)

3.33% less ownership

Funds ownership: 70.9%67.57% (-3.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

24% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 319

39% less call options, than puts

Call options by funds: $496M | Put options by funds: $810M

Holders
893
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
81
Increased
243
Reduced
319
Closed
73
Calls
$496M
Puts
$810M
Net Calls
-$314M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
IIM
451
InTrack Investment Management
Vermont
$438K -$93.8K -648 -18%
MBTD
452
Mechanics Bank - Trust Department
California
$437K
OC
453
Oakworth Capital
Alabama
$437K
PFG
454
PAX Financial Group
Texas
$437K
WCF
455
West Coast Financial
California
$437K
JAFL
456
Jay A. Fishman Ltd
Michigan
$428K
WRPWM
457
Werba Rubin Papier Wealth Management
California
$425K +$11K +76 +3%
BONH
458
Bank of New Hampshire
New Hampshire
$420K -$35.9K -248 -8%
PFS
459
Prospera Financial Services
Texas
$419K +$22K +152 +6%
SAM
460
Secure Asset Management
Michigan
$413K +$1.3K +9 +0.3%
NFG
461
Nations Financial Group
Iowa
$412K -$16.5K -114 -4%
CAM
462
Carret Asset Management
New York
$408K
JIC
463
Joel Isaacson & Co
New York
$407K +$8.54K +59 +2%
RSWM
464
Robertson Stephens Wealth Management
California
$406K +$73.8K +510 +22%
TF
465
Tudor Financial
Ohio
$405K +$403K +2,782 New
HDIM
466
Hanson & Doremus Investment Management
Vermont
$405K -$143K -986 -26%
MA
467
Montag & Associates
Georgia
$404K -$6.51K -45 -2%
PP
468
Paloma Partners
Connecticut
$400K -$4.95M -34,218 -93%
PG
469
Patten Group
Tennessee
$400K -$7.24K -50 -2%
EE
470
EWG Elevate
California
$400K
CMS
471
Capital Market Strategies
Florida
$397K
BI
472
Beckerman Institutional
New Jersey
$396K +$394K +2,721 New
WTC
473
WhitTier Trust Company
Nevada
$395K
TBC
474
Ted Buchan & Co
California
$394K -$15.2K -105 -4%
LWM
475
LJI Wealth Management
Indiana
$393K -$9.4K -65 -2%

IBB Hedge Fund Activity: Q3 2024 in Review

893 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2024, worth a combined $5.16B — down 2.3% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IBB positions and 73 closed out — a net gain of 8 holders — while 243 added to existing stakes and 319 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $78M. The largest seller was Goldman Sachs, cutting an estimated $259M.

  • 893 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2024, down from 894 in Q2 2024.
  • Funds reported $5.16B of iShares Biotechnology ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 81 funds opened new iShares Biotechnology ETF positions in Q3 2024 and 73 closed out, a net change of +8 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $78M added.
  • The largest iShares Biotechnology ETF seller in Q3 2024 was Goldman Sachs, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2024.