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iShares Biotechnology ETF

859 hedge funds and large institutions have $5.31B invested in iShares Biotechnology ETF in 2023 Q1 according to their latest regulatory filings, with 78 funds opening new positions, 190 increasing their positions, 337 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
859
Holders Change
-38
Holders Change %
-4.24%
% of All Funds
13.75%
Holding in Top 10
14
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-36.36%
% of All Funds
0.22%
New
78
Increased
190
Reduced
337
Closed
95
Calls
$300M
Puts
$354M
Net Calls
-$53.9M
Net Calls Change
+$132M
Name Holding Trade Value Shares
Change
Shares
Change %
UBV
551
United Bank (Virginia)
Virginia
$285K
KFA
552
Kapstone Financial Advisors
Ohio
$284K -$6.15K -46 -2%
VWA
553
V Wealth Advisors
Kansas
$282K -$2.33K -18 -0.8%
FHA
554
First Horizon Advisors
Tennessee
$282K +$22.3K +173 +9%
VAS
555
Vestmark Advisory Solutions
Massachusetts
$282K +$25.8K +200 +10%
SIG
556
Sargent Investment Group
Maryland
$280K
EDRH
557
Edmond de Rothschild Holding
Switzerland
$278K -$258K -1,995 -48%
OCM
558
Objective Capital Management
Ohio
$277K +$4.91K +38 +2%
MIM
559
Miller Investment Management
Pennsylvania
$277K +$277K +2,142 New
VFA
560
Valeo Financial Advisors
Indiana
$276K +$62.8K +486 +29%
AWS
561
Aspen Wealth Strategies
Colorado
$269K +$10.5K +81 +4%
AWA
562
Arete Wealth Advisors
Illinois
$268K +$13.7K +106 +5%
KTC
563
Kistler-Tiffany Companies
Pennsylvania
$268K
JJBC
564
James J. Burns & Company
New York
$266K +$266K +2,059 New
NCM
565
Neumann Capital Management
California
$266K
ERWM
566
Elk River Wealth Management
Colorado
$265K
BCM
567
Brookstone Capital Management
Illinois
$265K -$852K -6,382 -76%
RIS
568
Retirement Income Solutions
Michigan
$264K
HAS
569
HBW Advisory Services
California
$264K -$2.84K -22 -1%
UCIG
570
Ulrich Consultants & Investment Group
New Mexico
$262K
AF
571
Allworth Financial
California
$261K -$55.2K -427 -17%
HSA
572
HBK Sorce Advisory
Pennsylvania
$260K -$314K -2,433 -55%
NCM
573
NCM Capital Management
New Jersey
$260K
RFN
574
RDA Financial Network
Iowa
$259K -$3.75K -29 -1%
PCH
575
PGIM Custom Harvest
New Jersey
$257K