We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

583 hedge funds and large institutions have $6.44B invested in iShares Biotechnology ETF in 2017 Q3 according to their latest regulatory filings, with 78 funds opening new positions, 212 increasing their positions, 173 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 78 | Existing positions closed: 52

23% more repeat investments, than reductions

Existing positions increased: 212 | Existing positions reduced: 173

18% more capital invested

Capital invested by funds: $5.46B → $6.44B (+$987M)

17.09% more ownership

Funds ownership: 169.44%186.53% (+17%)

4% more funds holding

Funds holding: 561583 (+22)

9% less funds holding in top 10

Funds holding in top 10: 3330 (-3)

22% less call options, than puts

Call options by funds: $810M | Put options by funds: $1.04B

Holders
583
Holders Change
+22
Holders Change %
+3.92%
% of All Funds
14.54%
Holding in Top 10
30
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-9.09%
% of All Funds
0.75%
New
78
Increased
212
Reduced
173
Closed
52
Calls
$810M
Puts
$1.04B
Net Calls
-$233M
Net Calls Change
-$55.9M
Name Holding Trade Value Shares
Change
Change in
Stake
FCC
476
Florin Court Capital
United Kingdom
$200K +$192K +1,800 New
SFM
477
Soros Fund Management
New York
$200K +$192K +1,800 New
DBT
478
Dubuque Bank & Trust
Iowa
$192K
BAM
479
Barrett Asset Management
New York
$187K
YWP
480
YorkBridge Wealth Partners
New York
$183K +$43.3K +405 +33%
EWM
481
Evercore Wealth Management
New York
$177K
PAI
482
Pittenger & Anderson Inc
Nebraska
$167K
SNT
483
Security National Trust
West Virginia
$167K
MWM
484
MinichMacGregor Wealth Management
New York
$167K +$8.02K +75 +5%
FCMT
485
Founders Capital Management (Texas)
Texas
$160K -$9.62K -90 -6%
Carson Wealth (CWM LLC)
486
Carson Wealth (CWM LLC)
Nebraska
$154K +$56.8K +531 +62%
SEI Investments
487
SEI Investments
Pennsylvania
$147K +$24.7K +231 +21%
EA
488
Edge Advisors
Georgia
$145K
SIAP
489
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$143K
DSC
490
Duncker Streett & Co
Missouri
$143K +$46.2K +432 +51%
AC
491
Alexandria Capital
Virginia
$134K
ACM
492
AUA Capital Management
Pennsylvania
$133K
FPF
493
FNY Partners Fund
New York
$133K +$128K +1,200 New
BG
494
Bollard Group
Massachusetts
$131K
GBBWRPM
495
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$129K
TFO
496
Tarbox Family Office
California
$118K
KF
497
Krilogy Financial
Missouri
$116K
LCM
498
Laurion Capital Management
New York
$112K -$1.27M -11,892 -92%
SJIM
499
St. Johns Investment Management
Florida
$108K +$104K +975 New
SQA
500
Simon Quick Advisors
New Jersey
$106K

IBB Hedge Fund Activity: Q3 2017 in Review

583 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2017, worth a combined $6.44B — up 18% from $5.46B a quarter earlier.

Buyers outnumbered sellers: 78 funds opened new IBB positions and 52 closed out — a net gain of 26 holders — while 212 added to existing stakes and 173 trimmed.

The largest buyer was Bank of America, adding an estimated $929M. The largest seller was Citigroup, cutting an estimated $270M.

  • 583 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2017, up from 561 in Q2 2017.
  • Funds reported $6.44B of iShares Biotechnology ETF stock for Q3 2017, up 18% quarter-over-quarter.
  • 78 funds opened new iShares Biotechnology ETF positions in Q3 2017 and 52 closed out, a net change of +26 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2017 was Bank of America, an estimated $929M added.
  • The largest iShares Biotechnology ETF seller in Q3 2017 was Citigroup, an estimated $270M sold.

Based on aggregated 13F filings for Q3 2017.