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iShares Biotechnology ETF

837 hedge funds and large institutions have $5.11B invested in iShares Biotechnology ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 201 increasing their positions, 311 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
837
Holders Change
-22
Holders Change %
-2.56%
% of All Funds
13.2%
Holding in Top 10
11
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-21.43%
% of All Funds
0.17%
New
51
Increased
201
Reduced
311
Closed
65
Calls
$233M
Puts
$234M
Net Calls
-$1.01M
Net Calls Change
+$52.9M
Name Holding Trade Value Shares
Change
Shares
Change %
JPLA
551
Joseph P. Lucia & Associates
New York
$272K -$21.6K -170 -7%
KFA
552
Kapstone Financial Advisors
Ohio
$270K -$2.05K -16 -0.8%
RPWA
553
Regent Peak Wealth Advisors
Georgia
$270K -$44.9K -354 -14%
TA
554
TruWealth Advisors
Louisiana
$269K -$133K -1,048 -33%
MWM
555
Madison Wealth Management
Ohio
$267K -$26.4K -208 -9%
ATPW
556
Ashton Thomas Private Wealth
Arizona
$265K +$265K +2,085 New
AWS
557
Aspen Wealth Strategies
Colorado
$265K
KTC
558
Kistler-Tiffany Companies
Pennsylvania
$264K +$635 +5 +0.2%
NCM
559
Neumann Capital Management
California
$261K
ERWM
560
Elk River Wealth Management
Colorado
$261K
RIS
561
Retirement Income Solutions
Michigan
$260K
NCM
562
NCM Capital Management
New Jersey
$258K +$2.54K +20 +1%
UCIG
563
Ulrich Consultants & Investment Group
New Mexico
$258K
Fisher Asset Management
564
Fisher Asset Management
Washington
$257K +$25.3K +199 +11%
HSA
565
HBK Sorce Advisory
Pennsylvania
$255K -$127 -1 -0%
PCH
566
PGIM Custom Harvest
New Jersey
$252K
ACA
567
Aptus Capital Advisors
Alabama
$251K +$11.8K +93 +5%
SCM
568
Schnieders Capital Management
California
$250K
WPC
569
Wedmont Private Capital
Pennsylvania
$250K
WRPWM
570
Werba Rubin Papier Wealth Management
California
$249K
AF
571
Allworth Financial
California
$249K -$7.11K -56 -3%
TIM
572
Total Investment Management
Arizona
$248K
CBA
573
Coastal Bridge Advisors
Connecticut
$248K
GHAM
574
Gilman Hill Asset Management
Connecticut
$246K +$40.1K +316 +19%
QFA
575
Quattro Financial Advisors
Texas
$246K