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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
ACM
576
Allred Capital Management
Texas
$222K +$208K +1,630 New
RM
577
Resource Management
Louisiana
$222K +$208K +1,630 New
GSWM
578
Golden State Wealth Management
California
$220K +$18.5K +145 +10%
MMA
579
Miracle Mile Advisors
California
$220K +$205K +1,610 New
LA
580
LVW Advisors
New York
$218K +$204K +1,598 New
KFP
581
KMG Fiduciary Partners
Ohio
$217K -$79.7K -625 -28%
DBT
582
Dubuque Bank & Trust
Iowa
$217K +$202K +1,585 New
WMA
583
Wealth Management Associates
New Jersey
$215K +$200K +1,570 New
EGA
584
Eagle Global Advisors
Texas
$213K -$105K -825 -35%
GEM
585
Global Endowment Management
North Carolina
$211K -$116K -910 -37%
CRWM
586
Castle Rock Wealth Management
California
$208K +$192K +1,509 New
EAMA
587
EFG Asset Management (Americas)
Florida
$208K +$194K +1,520 New
AIM
588
Aspen Investment Management
Michigan
$208K +$194K +1,523 New
HSA
589
HBK Sorce Advisory
Pennsylvania
$207K -$68.5K -537 -26%
PCM
590
Pennsylvania Capital Management
Pennsylvania
$207K +$193K +1,513 New
PP
591
Professional Planning
California
$207K +$193K +1,513 New
PA
592
Prism Advisors
California
$206K +$192K +1,505 New
AF
593
AtlasMark Financial
Texas
$205K +$191K +1,500 New
SNT
594
Security National Trust
West Virginia
$205K
MWM
595
Mission Wealth Management
California
$205K +$191K +1,499 New
EHPM
596
Emery Howard Portfolio Management
California
$205K +$191K +1,501 New
VWM
597
Valley Wealth Managers
New Jersey
$201K +$187K +1,468 New
VCM
598
Vivaldi Capital Management
Illinois
$201K +$192K +1,505 New
CAM
599
CenterStar Asset Management
Illinois
$197K
Bessemer Group
600
Bessemer Group
New Jersey
$189K

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.