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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
Bessemer Group
576
Bessemer Group
New Jersey
$307K +$92K +644 +47%
GFPC
577
Global Financial Private Client
Florida
$301K +$21.7K +152 +8%
HWM
578
Howard Wealth Management
Connecticut
$300K +$572 +4 +0.2%
SVWAG
579
Sound View Wealth Advisors Group
Georgia
$296K -$41.3K -289 -13%
CBA
580
Coastal Bridge Advisors
Connecticut
$295K
KF
581
Krilogy Financial
Missouri
$295K +$27.2K +190 +11%
DSC
582
Duncker Streett & Co
Missouri
$291K -$13K -91 -5%
IFAM
583
Institutional & Family Asset Management
Colorado
$291K -$143 -1 -0.1%
LIM
584
Leavell Investment Management
Alabama
$288K -$3.29K -23 -1%
SAS
585
Sanford Advisory Services
Michigan
$287K +$271K +1,894 New
WTC
586
WhitTier Trust Company
Nevada
$286K
TF
587
TimeScale Financial
Massachusetts
$284K +$26K +182 +11%
HCM
588
Hall Capital Management
Rhode Island
$283K +$1.43K +10 +0.5%
BS
589
Boenning & Scattergood
Pennsylvania
$281K -$4.29K -30 -2%
BF
590
BOK Financial
Oklahoma
$281K
SKK
591
Shepherd Kaplan Krochuk
Massachusetts
$281K
RPC
592
Rossmore Private Capital
Connecticut
$280K +$25.3K +177 +11%
GI
593
Glovista Investments
New Jersey
$280K +$264K +1,850 New
AMG
594
Asset Management Group
Connecticut
$279K +$143 +1 +0.1%
RPWA
595
Regent Peak Wealth Advisors
Georgia
$276K
VVP
596
Venture Visionary Partners
Ohio
$272K +$257K +1,800 New
ACM
597
Allred Capital Management
Texas
$265K
HWA
598
Heritage Wealth Advisors
Virginia
$265K
RPG
599
Resource Planning Group
Georgia
$265K +$143 +1 +0.1%
PFA
600
Plotkin Financial Advisors
Maryland
$264K -$65.6K -459 -21%

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.