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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
SFS
476
Sowell Financial Services
Arkansas
$351K +$185K +1,455 +130%
KA
477
Kovack Advisors
Florida
$350K +$326K +2,559 New
WA
478
WBH Advisory
Maryland
$348K
FNBT
479
FineMark National Bank & Trust
Florida
$348K +$45.9K +360 +16%
MA
480
Montag & Associates
Georgia
$343K
IFAM
481
Institutional & Family Asset Management
Colorado
$342K +$193K +1,513 +153%
JIC
482
Joel Isaacson & Co
New York
$342K +$319K +2,505 New
RIA
483
Regal Investment Advisors
Michigan
$342K +$319K +2,506 New
ESB
484
Essex Savings Bank
Connecticut
$341K -$5.74K -45 -2%
IFWM
485
Institute for Wealth Management
Colorado
$341K
WTC
486
WhitTier Trust Company
Nevada
$340K -$21K -165 -6%
CAL
487
Capital Analysts LLC
Pennsylvania
$340K +$189K +1,485 +149%
RJT
488
Raymond James Trust
Florida
$340K +$317K +2,484 New
PWMAG
489
Pinnacle Wealth Management Advisory Group
New Jersey
$337K -$344K -2,699 -52%
FHA
490
First Horizon Advisors
Tennessee
$337K -$57.4K -450 -15%
OIA
491
OneDigital Investment Advisors
Kansas
$336K +$76.1K +597 +32%
AF
492
Aldebaran Financial
$335K
CG
493
Colony Group
Massachusetts
$335K +$313K +2,453 New
AUB
494
Atlantic Union Bankshares
Virginia
$332K +$310K +2,430 New
PPWM
495
PFG Private Wealth Management
Florida
$329K +$307K +2,405 New
WPC
496
Waters Parkerson & Co
Louisiana
$328K
S
497
SignatureFD
Georgia
$327K -$15.8K -124 -5%
CPC
498
Cookson Peirce & Co
Pennsylvania
$322K -$37.2K -292 -11%
CPC
499
Congress Park Capital
New York
$322K +$300K +2,357 New
IFS
500
Ifrah Financial Services
Arkansas
$321K -$10.7K -84 -3%

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.