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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
SWM
476
Spire Wealth Management
Virginia
$444K -$102K -789 -19%
CAM
477
Carret Asset Management
New York
$443K -$12.3K -95 -3%
WTC
478
WhitTier Trust Company
Nevada
$443K -$46K -356 -10%
OIA
479
Optimum Investment Advisors
Illinois
$441K -$66.7K -516 -13%
EWA
480
EP Wealth Advisors
California
$440K +$433K +3,350 New
WP
481
WealthSource Partners
California
$439K
LWM
482
Laidlaw Wealth Management
New York
$429K -$5.69K -44 -1%
FNBT
483
FineMark National Bank & Trust
Florida
$427K +$18.6K +144 +5%
SFPG
484
Stonebridge Financial Planning Group
Florida
$421K +$20.9K +162 +5%
SFI
485
SPC Financial Inc
Maryland
$419K
HWMA
486
Heritage Wealth Management (Arizona)
Arizona
$418K +$192K +1,482 +87%
TA
487
TruWealth Advisors
Louisiana
$416K -$31K -240 -7%
GAM
488
Griffin Asset Management
New York
$416K
MAM
489
Marotta Asset Management
Virginia
$415K
GG
490
Gofen & Glossberg
Illinois
$415K +$408K +3,160 New
LWAC
491
Laurel Wealth Advisors (California)
California
$412K +$46K +356 +13%
MWM
492
Maltin Wealth Management
New Jersey
$408K -$2.58K -20 -0.6%
CWP
493
Core Wealth Partners
California
$406K +$376K +2,907 New
HIA
494
Harbor Investment Advisory
Maryland
$406K -$48.5K -375 -11%
BIAS
495
Beacon Investment Advisory Services
New Jersey
$401K
BRG
496
Bay Rivers Group
Virginia
$398K +$517 +4 +0.1%
WFAG
497
Wescott Financial Advisory Group
Pennsylvania
$397K
LC
498
LCNB Corp
Ohio
$396K
PCA
499
Personal Capital Advisors
California
$396K +$18K +139 +5%
BCA
500
Bay Colony Advisors
Massachusetts
$394K -$29.9K -231 -7%

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.