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iShares Biotechnology ETF

874 hedge funds and large institutions have $4.59B invested in iShares Biotechnology ETF in 2024 Q4 according to their latest regulatory filings, with 117 funds opening new positions, 208 increasing their positions, 325 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more funds holding in top 10

Funds holding in top 10: 1011 (+1)

3.42% more ownership

Funds ownership: 67.57%71% (+3.4%)

3% more first-time investments, than exits

New positions opened: 117 | Existing positions closed: 114

2% less funds holding

Funds holding: 893874 (-19)

11% less capital invested

Capital invested by funds: $5.16B → $4.59B (-$566M)

36% less repeat investments, than reductions

Existing positions increased: 208 | Existing positions reduced: 325

49% less call options, than puts

Call options by funds: $424M | Put options by funds: $829M

Holders
874
Holders Change
-19
Holders Change %
-2.13%
% of All Funds
11.51%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.14%
New
117
Increased
208
Reduced
325
Closed
114
Calls
$424M
Puts
$829M
Net Calls
-$404M
Net Calls Change
-$89.9M
Name Holding Trade Value Shares
Change
Change in
Stake
Stifel Financial
26
Stifel Financial
Missouri
$18.5M -$544K -3,871 -3%
AWM
27
Aprio Wealth Management
Georgia
$18.5M +$19.6M +139,747 New
SOMRS
28
State of Michigan Retirement System
Michigan
$18.1M
AFG
29
Albion Financial Group
Utah
$17M -$180K -1,282 -1%
AT
30
Avalon Trust
New Mexico
$16.9M +$131K +935 +0.7%
Focus Partners Wealth
31
Focus Partners Wealth
Massachusetts
$16.5M +$11.1M +79,201 +174%
Capital Fund Management (CFM)
32
Capital Fund Management (CFM)
France
$15.5M +$16.5M +117,274 New
Bank Julius Baer & Co
33
Bank Julius Baer & Co
Switzerland
$15M -$292K -2,074 -2%
Canada Life
34
Canada Life
Manitoba, Canada
$14.3M -$165K -1,175 -1%
Osaic Holdings
35
Osaic Holdings
Arizona
$14M -$94.6K -673 -0.6%
DCM
36
DAFNA Capital Management
California
$13.6M
MASUI
37
MIRAE ASSET SECURITIES (USA) INC.
New York
$13.3M +$14.1M +100,248 New
MCM
38
MAI Capital Management
Ohio
$12.5M +$679K +4,833 +5%
Susquehanna International Group
39
Susquehanna International Group
Pennsylvania
$11.7M -$25.7M -182,510 -67%
GIC
40
Generali Investments CEE
Czech Republic
$11.4M +$12.1M +86,000 New
HighTower Advisors
41
HighTower Advisors
Illinois
$11.1M +$569K +4,047 +5%
IHL
42
Investment House LLC
California
$11M +$162K +1,153 +1%
MIM
43
Miller Investment Management
Pennsylvania
$10.9M -$17.3K -123 -0.1%
Brown Advisory
44
Brown Advisory
Maryland
$10.7M -$246K -1,750 -2%
Citadel Advisors
45
Citadel Advisors
Florida
$10.6M +$11.3M +80,477 New
AP
46
Appleton Partners
Massachusetts
$10M +$14.6K +104 +0.1%
CA
47
Cumberland Advisors
Florida
$9.79M -$405K -2,880 -4%
Corient Private Wealth
48
Corient Private Wealth
Florida
$9.72M -$1.36M -9,680 -11%
FMI
49
Factory Mutual Insurance
Massachusetts
$9.39M
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$9.15M +$72.8K +518 +0.8%

IBB Hedge Fund Activity: Q4 2024 in Review

874 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2024, worth a combined $4.59B — down 11% from $5.16B a quarter earlier.

Buyers outnumbered sellers: 117 funds opened new IBB positions and 114 closed out — a net gain of 3 holders — while 208 added to existing stakes and 325 trimmed.

The largest buyer was Jane Street, adding an estimated $73M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $143M.

  • 874 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2024, down from 893 in Q3 2024.
  • Funds reported $4.59B of iShares Biotechnology ETF stock for Q4 2024, down 11% quarter-over-quarter.
  • 117 funds opened new iShares Biotechnology ETF positions in Q4 2024 and 114 closed out, a net change of +3 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2024 was Jane Street, an estimated $73M added.
  • The largest iShares Biotechnology ETF seller in Q4 2024 was BNP Paribas Financial Markets, an estimated $143M sold.

Based on aggregated 13F filings for Q4 2024.