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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
SWM
526
SeaCrest Wealth Management
New York
$288K -$12.6K -99 -4%
RFN
527
RDA Financial Network
Iowa
$287K +$13.8K +108 +5%
WWM
528
Western Wealth Management
Colorado
$286K +$13.9K +109 +5%
KPW
529
Kore Private Wealth
New York
$286K +$83.9K +658 +46%
DSC
530
Duncker Streett & Co
Missouri
$284K
TSWM
531
Triangle Securities Wealth Management
North Carolina
$283K +$9.56K +75 +4%
SBIA
532
Sheaff Brock Investment Advisors
Indiana
$283K +$264K +2,069 New
FTI
533
Fiduciary Trust International
Massachusetts
$282K +$263K +2,060 New
CCFM
534
Clear Creek Financial Management
Washington
$278K +$8.92K +70 +4%
FA
535
Faithward Advisors
Pennsylvania
$271K -$286K -2,243 -53%
UR
536
USCA RIA
Texas
$271K
RIL
537
Rothschild Investment LLC
Illinois
$268K +$249K +1,957 New
CBA
538
Coastal Bridge Advisors
Connecticut
$267K
GFPC
539
Global Financial Private Client
Florida
$267K -$382 -3 -0.2%
FEM
540
Fulcrum Equity Management
Texas
$266K +$248K +1,948 New
CCT
541
Chemung Canal Trust
New York
$261K
LIM
542
Leavell Investment Management
Alabama
$260K
EHC
543
Everett Harris & Co
California
$259K +$241K +1,893 New
KF
544
Krilogy Financial
Missouri
$255K +$238K +1,865 New
SKK
545
Shepherd Kaplan Krochuk
Massachusetts
$254K +$237K +1,856 New
PCA
546
Personal Capital Advisors
California
$254K +$237K +1,861 New
PFA
547
Plotkin Financial Advisors
Maryland
$254K +$237K +1,858 New
MSAM
548
Moloney Securities Asset Management
Missouri
$253K +$236K +1,851 New
BF
549
BOK Financial
Oklahoma
$253K +$236K +1,852 New
RPWA
550
Regent Peak Wealth Advisors
Georgia
$251K -$5.1K -40 -2%

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.