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iShares Biotechnology ETF

856 hedge funds and large institutions have $8.9B invested in iShares Biotechnology ETF in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 265 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $7.36B → $8.9B (+$1.54B)

9% more funds holding

Funds holding: 784856 (+72)

4.48% more ownership

Funds ownership: 80.86%85.34% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 269

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

46% less call options, than puts

Call options by funds: $818M | Put options by funds: $1.5B

Holders
856
Holders Change
+72
Holders Change %
+9.18%
% of All Funds
15.15%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.27%
New
143
Increased
265
Reduced
269
Closed
58
Calls
$818M
Puts
$1.5B
Net Calls
-$684M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
FFBTD
501
First Financial Bank - Trust Division
Ohio
$419K -$1.14K -8 -0.3%
WFAG
502
Wescott Financial Advisory Group
Pennsylvania
$419K +$396K +2,769 New
AUB
503
Atlantic Union Bankshares
Virginia
$416K -$24.7K -173 -6%
FLPIM
504
F.L. Putnam Investment Management
Massachusetts
$416K -$9K -63 -2%
CRWM
505
Castle Rock Wealth Management
California
$412K +$71.6K +501 +25%
PFPT
506
Pinnacle Financial Partners (Tennessee)
Tennessee
$411K -$3.14K -22 -0.8%
IFWM
507
Institute for Wealth Management
Colorado
$411K +$5K +35 +1%
MA
508
Modus Advisors
Minnesota
$407K
KFC
509
Klingenstein Fields & Co
New York
$406K
GG
510
Golden Green
South Carolina
$406K +$383K +2,678 New
MWM
511
MinichMacGregor Wealth Management
New York
$403K -$2.2M -15,367 -85%
KCM
512
Kanawha Capital Management
Virginia
$402K
IWM
513
IHT Wealth Management
Illinois
$396K -$31.7K -222 -8%
BKA
514
Brick & Kyle Associates
Pennsylvania
$394K -$20K -140 -5%
FA
515
FMA Advisory
Pennsylvania
$391K +$50.2K +351 +16%
CCM
516
Chiron Capital Management
Florida
$390K -$14.7K -103 -4%
WWM
517
Western Wealth Management
Colorado
$390K +$9.15K +64 +3%
BCM
518
Brookstone Capital Management
Illinois
$389K +$69.7K +488 +23%
Koshinski Asset Management
519
Koshinski Asset Management
Illinois
$388K -$1.29K -9 -0.4%
MA
520
Montag & Associates
Georgia
$387K +$6.43K +45 +2%
ERWM
521
Elk River Wealth Management
Colorado
$387K +$365K +2,555 New
TSWM
522
Triangle Securities Wealth Management
North Carolina
$385K +$89.3K +625 +33%
GC
523
Grimes & Company
Massachusetts
$385K +$363K +2,543 New
LWAC
524
Laurel Wealth Advisors (California)
California
$384K -$17.4K -122 -5%
DWT
525
Dorsey & Whitney Trust
South Dakota
$380K +$359K +2,510 New

IBB Hedge Fund Activity: Q4 2020 in Review

856 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2020, worth a combined $8.9B — up 21% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new IBB positions and 58 closed out — a net gain of 85 holders — while 265 added to existing stakes and 269 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $643M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $391M.

  • 856 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2020, up from 784 in Q3 2020.
  • Funds reported $8.9B of iShares Biotechnology ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 143 funds opened new iShares Biotechnology ETF positions in Q4 2020 and 58 closed out, a net change of +85 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $643M added.
  • The largest iShares Biotechnology ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2020.