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
FWM
501
Focused Wealth Management
New York
$101K +$38.5K +360 +66%
BBHC
502
Brown Brothers Harriman & Co
New York
$100K -$24.4K -228 -20%
ADL
503
Asset Dedication LLC
California
$100K
CLOS
504
Compagnie Lombard Odier SCmA
Switzerland
$100K +$96.2K +900 New
RWA
505
Ropes Wealth Advisors
Massachusetts
$100K +$96.2K +900 New
RFWA
506
RPg Family Wealth Advisory
Massachusetts
$98.7K
TCOV
507
Trust Company of Vermont
Vermont
$95K
MFBTD
508
MB Financial Bank - Trust Department
Illinois
$95K +$91.7K +858 New
BTIS
509
BB&T Investment Services
North Carolina
$93K +$11.2K +105 +15%
AWM
510
AllSquare Wealth Management
New York
$93K +$89.1K +834 New
IAS
511
INR Advisory Services
Pennsylvania
$90K
AIM
512
Advantage Investment Management
Iowa
$89K
EWM
513
Edge Wealth Management
New York
$88K
PCM
514
Prelude Capital Management
New York
$88K +$84.6K +792 New
APSP
515
Asset Planning Services (Pennsylvania)
Pennsylvania
$83K +$21.5K +201 +37%
ASN
516
Advisory Services Network
Georgia
$80K -$6.73K -63 -8%
BP
517
Ballentine Partners
Massachusetts
$75K
VFA
518
Valeo Financial Advisors
Indiana
$71K +$68.6K +642 New
OAM
519
Oppenheimer Asset Management
New York
$67K -$12.8K -120 -17%
AOWM
520
Alpha Omega Wealth Management
Virginia
$67K
NSIM
521
North Star Investment Management
Illinois
$67K
PWM
522
Perigon Wealth Management
California
$67K
LNWWM
523
Laird Norton Wetherby Wealth Management
California
$67K +$64.1K +600 New
RE
524
RBC Europe
United Kingdom
$66.7K +$64.1K +600 New
BWA
525
BDO Wealth Advisors
Florida
$64K +$46.2K +432 +294%

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.