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iShares Biotechnology ETF

893 hedge funds and large institutions have $5.16B invested in iShares Biotechnology ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 319 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 73

0% less funds holding

Funds holding: 894893 (-1)

2% less capital invested

Capital invested by funds: $5.28B → $5.16B (-$124M)

3.33% less ownership

Funds ownership: 70.9%67.57% (-3.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

24% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 319

39% less call options, than puts

Call options by funds: $496M | Put options by funds: $810M

Holders
893
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
81
Increased
243
Reduced
319
Closed
73
Calls
$496M
Puts
$810M
Net Calls
-$314M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
551
Moloney Securities Asset Management
Missouri
$307K -$42K -290 -12%
WF
552
Welch & Forbes
Massachusetts
$307K
AWS
553
Aspen Wealth Strategies
Colorado
$305K -$2.03K -14 -0.7%
HSA
554
HBK Sorce Advisory
Pennsylvania
$304K -$28.5K -197 -9%
SIC
555
Samalin Investment Counsel
New York
$300K +$434 +3 +0.1%
ERWM
556
Elk River Wealth Management
Colorado
$299K
JJBC
557
James J. Burns & Company
New York
$298K +$50.2K +347 +20%
HIA
558
Harbor Investment Advisory
Maryland
$293K
CM
559
Caption Management
Oklahoma
$291K
MIM
560
Merrion Investment Management
New Jersey
$291K
HSBC Holdings
561
HSBC Holdings
United Kingdom
$290K -$242K -1,675 -46%
BCA
562
Bay Colony Advisors
Massachusetts
$289K -$7.24K -50 -2%
CFG
563
Citizens Financial Group
Rhode Island
$288K +$287K +1,981 New
KWM
564
KFG Wealth Management
Indiana
$288K +$60K +415 +27%
KA
565
Kovack Advisors
Florida
$285K -$18.8K -130 -6%
FM
566
Family Management
New York
$284K -$29.4K -203 -9%
CBA
567
Coastal Bridge Advisors
Connecticut
$284K
DWA
568
Douglass Winthrop Advisors
New York
$282K
EHC
569
Everett Harris & Co
California
$281K
PWMAG
570
Pinnacle Wealth Management Advisory Group
New Jersey
$281K
BWP
571
Baldwin Wealth Partners
Massachusetts
$281K -$15.2K -105 -5%
WPC
572
Wedmont Private Capital
Pennsylvania
$281K +$3.62K +25 +1%
IAN
573
Integrated Advisors Network
Texas
$279K -$65.1K -450 -19%
CSC
574
Caldwell Sutter Capital
California
$279K
NL
575
NWAM LLC
Washington
$279K +$277K +1,916 New

IBB Hedge Fund Activity: Q3 2024 in Review

893 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2024, worth a combined $5.16B — down 2.3% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IBB positions and 73 closed out — a net gain of 8 holders — while 243 added to existing stakes and 319 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $78M. The largest seller was Goldman Sachs, cutting an estimated $259M.

  • 893 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2024, down from 894 in Q2 2024.
  • Funds reported $5.16B of iShares Biotechnology ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 81 funds opened new iShares Biotechnology ETF positions in Q3 2024 and 73 closed out, a net change of +8 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $78M added.
  • The largest iShares Biotechnology ETF seller in Q3 2024 was Goldman Sachs, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2024.