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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
AMG
551
Asset Management Group
Connecticut
$251K +$234K +1,839 New
SFA
552
Sequoia Financial Advisors
Ohio
$249K +$233K +1,824 New
WWM
553
WJ Wealth Management
Arizona
$244K +$228K +1,790 New
PFM
554
Peak Financial Management
Massachusetts
$243K +$227K +1,780 New
Fisher Asset Management
555
Fisher Asset Management
Washington
$241K -$55.5K -435 -20%
BCA
556
Bay Colony Advisors
Massachusetts
$241K +$225K +1,763 New
WCM
557
Whitener Capital Management
North Carolina
$241K +$226K +1,770 New
HWA
558
Heritage Wealth Advisors
Virginia
$239K
NCM
559
Niemann Capital Management
Nevada
$239K +$222K +1,745 New
RPG
560
Resource Planning Group
Georgia
$239K +$223K +1,747 New
CMI
561
Clare Market Investments
Texas
$239K -$38K -298 -15%
ET
562
Equitable Trust
Tennessee
$237K +$221K +1,734 New
PA
563
Procyon Advisors
Connecticut
$234K +$3.06K +24 +1%
TF
564
TimeScale Financial
Massachusetts
$234K +$24.3K +191 +13%
CFD
565
Creative Financial Designs
Indiana
$234K +$115K +900 +111%
SIG
566
Sargent Investment Group
Maryland
$234K +$217K +1,703 New
VWA
567
V Wealth Advisors
Kansas
$234K +$218K +1,713 New
CCT
568
Country Club Trust
Missouri
$233K +$220K +1,727 New
FB
569
Fulton Bank
Pennsylvania
$232K -$1.44M -11,297 -87%
BAM
570
Barrett Asset Management
New York
$230K
RPC
571
Rossmore Private Capital
Connecticut
$229K +$213K +1,674 New
CF
572
Centaurus Financial
California
$226K +$892 +7 +0.4%
CCMD
573
Cypress Capital Management (Delaware)
Delaware
$226K +$210K +1,650 New
QC
574
QCM Cayman
Texas
$225K +$210K +1,649 New
V
575
Veritable
Delaware
$223K +$208K +1,631 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.