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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
SWA
551
Sutton Wealth Advisors
Florida
$20K
PS
552
Portfolio Solutions
Michigan
$20K
WAP
553
Wealthcare Advisory Partners
Pennsylvania
$19K +$18.3K +171 New
ECM
554
Exchange Capital Management
Michigan
$18K +$17.6K +165 New
GEA
555
Glen Eagle Advisors
New Jersey
$16.7K
RCA
556
Rowland Carmichael Advisors
Arizona
$15K
BWP
557
Baldwin Wealth Partners
Massachusetts
$13K
CB
558
Community Bank
New York
$13K
FIB
559
First Interstate Bank
Montana
$13K
FA
560
Fortis Advisors
Pennsylvania
$12K +$11.2K +105 New
DAM
561
Delta Asset Management
Tennessee
$11K
BWA
562
Burt Wealth Advisors
Maryland
$10K -$73.7K -690 -89%
CP
563
Corbenic Partners
Pennsylvania
$9K
FCB
564
First Command Bank
Texas
$9K
FCFS
565
First Command Financial Services
Texas
$9K
JGIA
566
Jackson Grant Investment Advisers
Connecticut
$9K
CAM
567
Close Asset Management
United Kingdom
$8K +$8.02K +75 New
ANBT
568
American National Bank & Trust
Texas
$7K
HCM
569
Highlander Capital Management
New Jersey
$7K
QAM
570
QCI Asset Management
New York
$6K +$5.13K +48 +1,600%
RAM
571
Riggs Asset Management
Pennsylvania
$6K +$5.77K +54 New
TRCT
572
Tower Research Capital (TRC)
New York
$5K -$4.39M -41,058 -100%
CCM
573
Cribstone Capital Management
Maine
$3K
HFM
574
Hartford Financial Management
Connecticut
$3K
LF
575
Lee Financial
Texas
$3K

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.