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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
BFEC
526
Benjamin F. Edwards & Company
Missouri
$62K +$57.4K +537 +2,557%
MFW
527
Mosaic Family Wealth
Missouri
$58K
PFGIA
528
Patriot Financial Group Insurance Agency
Massachusetts
$56K +$16K +150 +43%
BWM
529
Baystate Wealth Management
Massachusetts
$51K
CMBA
530
C.M. Bidwell & Associates
Hawaii
$50K
MMG
531
Monetary Management Group
Missouri
$50K
Thrivent Financial for Lutherans
532
Thrivent Financial for Lutherans
Minnesota
$47K
AF
533
Allworth Financial
California
$45K
FFW
534
Fusion Family Wealth
New York
$42K
ED
535
Exane Derivatives
France
$40.7K -$3.53K -33 -8%
SFG
536
SevenBridge Financial Group
Pennsylvania
$38K
TWA
537
TCI Wealth Advisors
Arizona
$34K
LWCFA
538
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$33K
NIC
539
Northwest Investment Counselors
Oregon
$33K
OSNBOA
540
Old Second National Bank of Aurora
Illinois
$33K +$32.1K +300 New
AIP
541
Ameritas Investment Partners
Nebraska
$32K
BA
542
Bristlecone Advisors
Washington
$30K +$28.9K +270 New
WEC
543
Winslow Evans & Crocker
Massachusetts
$28.4K -$39.1K -366 -59%
CCM
544
Covington Capital Management
California
$25K +$24K +225 New
BL
545
Balentine LLC
Georgia
$24K
RFA
546
Reilly Financial Advisors
California
$24K
WOC
547
West Oak Capital
California
$23.4K +$22.4K +210 New
CHP
548
Cable Hill Partners
Oregon
$23K
PCFFS
549
Pacific Center for Financial Services
California
$23K
MPWT
550
MassMutual Private Wealth & Trust
Connecticut
$22K

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.