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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
BPA
551
Beacon Pointe Advisors
California
$338K +$39.7K +278 +14%
PFM
552
Peak Financial Management
Massachusetts
$338K +$64.3K +450 +25%
CAM
553
Cresset Asset Management
Illinois
$337K +$65K +455 +26%
PP
554
Professional Planning
California
$337K +$318K +2,227 New
PPWM
555
PFG Private Wealth Management
Florida
$336K -$32K -224 -9%
WF
556
Welch & Forbes
Massachusetts
$336K
BHWM
557
Bar Harbor Wealth Management
New Hampshire
$336K +$5K +35 +2%
FNBT
558
FineMark National Bank & Trust
Florida
$335K -$34.3K -240 -10%
UBV
559
United Bank (Virginia)
Virginia
$334K -$32.4K -227 -9%
FHA
560
First Horizon Advisors
Tennessee
$334K -$31.9K -223 -9%
SFWC
561
Strategic Family Wealth Counselors
New Jersey
$332K
CDH
562
Charles D. Hyman
$331K
PCAP
563
Pratt Collard Advisory Partners
New York
$328K -$21.4K -150 -6%
RSWM
564
Robertson Stephens Wealth Management
California
$326K
MWA
565
Meridian Wealth Advisors
Texas
$322K
VCM
566
Vivaldi Capital Management
Illinois
$322K +$88.7K +621 +41%
MCM
567
MAI Capital Management
Ohio
$321K -$2.86K -20 -0.9%
JHP
568
James Hambro & Partners
United Kingdom
$320K +$28.6K +200 +10%
MP
569
McDonald Partners
Ohio
$319K +$301K +2,103 New
VFA
570
Valeo Financial Advisors
Indiana
$318K -$10.9K -76 -3%
EHC
571
Everett Harris & Co
California
$313K
RJT
572
Raymond James Trust
Florida
$312K -$134K -938 -31%
JGC
573
J. Goldman & Co
New York
$312K +$294K +2,058 New
CCFM
574
Clear Creek Financial Management
Washington
$309K +$292K +2,045 New
WP
575
WMS Partners
Maryland
$307K -$36.3K -254 -11%

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.