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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
MWA
501
Meridian Wealth Advisors
Texas
$321K
PG
502
Patten Group
Tennessee
$321K +$16.8K +132 +6%
LG
503
Leuthold Group
Minnesota
$320K +$298K +2,338 New
ARMC
504
American Research & Management Company
Massachusetts
$318K +$297K +2,330 New
PAI
505
Pittenger & Anderson Inc
Nebraska
$315K +$116K +911 +66%
DJSG
506
D.J. St. Germain
Massachusetts
$313K
SFWC
507
Strategic Family Wealth Counselors
New Jersey
$312K +$382 +3 +0.1%
FA
508
Financial Advisors
Massachusetts
$311K
JPLA
509
Joseph P. Lucia & Associates
New York
$310K +$34.9K +274 +14%
CT
510
Caldwell Trust
Florida
$307K +$60.3K +473 +27%
SVWAG
511
Sound View Wealth Advisors Group
Georgia
$305K -$11K -86 -4%
WF
512
Welch & Forbes
Massachusetts
$303K
GWM
513
Geneos Wealth Management
Colorado
$303K +$23.7K +186 +9%
PP
514
Prudential plc
United Kingdom
$302K +$282K +2,210 New
BHWM
515
Bar Harbor Wealth Management
New Hampshire
$299K
CDH
516
Charles D. Hyman
$299K +$19.9K +156 +8%
CWS
517
Cypress Wealth Services
California
$298K -$7.65K -60 -3%
VFA
518
Valeo Financial Advisors
Indiana
$297K +$1.4K +11 +0.5%
PWP
519
Principle Wealth Partners
Connecticut
$297K +$2.42K +19 +0.9%
Koshinski Asset Management
520
Koshinski Asset Management
Illinois
$297K +$277K +2,170 New
RCAG
521
Rehmann Capital Advisory Group
Michigan
$297K +$277K +2,171 New
Bank of Nova Scotia
522
Bank of Nova Scotia
Ontario, Canada
$296K -$1.74M -13,663 -86%
PCAP
523
Pratt Collard Advisory Partners
New York
$296K -$1.27K -10 -0.5%
BRWM
524
B. Riley Wealth Management
Tennessee
$293K -$706K -5,536 -72%
MCM
525
MAI Capital Management
Ohio
$289K +$270K +2,117 New

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.