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iShares Biotechnology ETF

902 hedge funds and large institutions have $5.97B invested in iShares Biotechnology ETF in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 257 increasing their positions, 290 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 44

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

31% more capital invested

Capital invested by funds: $4.57B → $5.97B (+$1.41B)

9% more funds holding

Funds holding: 829902 (+73)

3.64% more ownership

Funds ownership: 61.66%65.3% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 290

36% less call options, than puts

Call options by funds: $325M | Put options by funds: $511M

Holders
902
Holders Change
+73
Holders Change %
+8.81%
% of All Funds
14.5%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.35%
New
140
Increased
257
Reduced
290
Closed
44
Calls
$325M
Puts
$511M
Net Calls
-$186M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
JCM
576
Jacobi Capital Management
Pennsylvania
$309K +$8.53K +66 +3%
CCA
577
Clearwater Capital Advisors
Illinois
$308K
PPW
578
PACK Private Wealth
Minnesota
$305K -$12.9K -100 -4%
TP
579
Tranquility Partners
Tennessee
$305K +$300K +2,325 New
MWM
580
Madison Wealth Management
Ohio
$303K -$15.5K -120 -5%
TF
581
TIAA FSB
Florida
$302K -$1.29K -10 -0.4%
BS
582
Boenning & Scattergood
Pennsylvania
$301K -$239K -1,850 -44%
KFA
583
Kapstone Financial Advisors
Ohio
$298K +$281K +2,173 New
CG
584
Cutler Group
California
$298K -$4.65K -36 -2%
APP
585
Avantax Planning Partners
Iowa
$298K
PFM
586
Parsec Financial Management
North Carolina
$297K
WF
587
Welch & Forbes
Massachusetts
$296K
BWM
588
BigSur Wealth Management
Florida
$295K
UBV
589
United Bank (Virginia)
Virginia
$290K
VWA
590
V Wealth Advisors
Kansas
$289K -$44.8K -347 -14%
WWM
591
Western Wealth Management
Colorado
$288K -$251K -1,941 -47%
RJT
592
Raymond James Trust
Florida
$287K -$18.6K -144 -6%
SIG
593
Sargent Investment Group
Maryland
$283K -$12.9K -100 -4%
PFS
594
Prospera Financial Services
Texas
$282K -$17.8K -138 -6%
HI
595
Harbour Investments
Wisconsin
$280K +$52.9K +409 +24%
NRI
596
NFP Retirement Inc
California
$280K
OCM
597
Objective Capital Management
Ohio
$277K
SQA
598
Simon Quick Advisors
New Jersey
$276K
CFG
599
Citizens Financial Group
Rhode Island
$274K
FFBTD
600
First Financial Bank - Trust Division
Ohio
$273K -$58.4K -452 -18%

IBB Hedge Fund Activity: Q4 2022 in Review

902 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2022, worth a combined $5.97B — up 31% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IBB positions and 44 closed out — a net gain of 96 holders — while 257 added to existing stakes and 290 trimmed.

The largest buyer was Caxton Associates (New York), opening a new position worth an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $77.3M.

  • 902 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2022, up from 829 in Q3 2022.
  • Funds reported $5.97B of iShares Biotechnology ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 140 funds opened new iShares Biotechnology ETF positions in Q4 2022 and 44 closed out, a net change of +96 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2022 was Caxton Associates (New York), an estimated $149M added.
  • The largest iShares Biotechnology ETF seller in Q4 2022 was Morgan Stanley, an estimated $77.3M sold.

Based on aggregated 13F filings for Q4 2022.