We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

670 hedge funds and large institutions have $5.57B invested in iShares Biotechnology ETF in 2019 Q1 according to their latest regulatory filings, with 98 funds opening new positions, 192 increasing their positions, 234 reducing their positions, and 67 closing their positions.

New
Increased
Maintained
Reduced
Closed

46% more first-time investments, than exits

New positions opened: 98 | Existing positions closed: 67

21% more capital invested

Capital invested by funds: $4.6B → $5.57B (+$967M)

9.66% more ownership

Funds ownership: 61.99%71.65% (+9.7%)

3% more funds holding

Funds holding: 649670 (+21)

17% less funds holding in top 10

Funds holding in top 10: 1815 (-3)

18% less repeat investments, than reductions

Existing positions increased: 192 | Existing positions reduced: 234

32% less call options, than puts

Call options by funds: $392M | Put options by funds: $579M

Holders
670
Holders Change
+21
Holders Change %
+3.24%
% of All Funds
14.5%
Holding in Top 10
15
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-16.67%
% of All Funds
0.32%
New
98
Increased
192
Reduced
234
Closed
67
Calls
$392M
Puts
$579M
Net Calls
-$186M
Net Calls Change
+$103M
Name Holding Trade Value Shares
Change
Change in
Stake
SHIM
601
Stone House Investment Management
Pennsylvania
$27K +$26.7K +243 New
FNBOSM
602
First National Bank of South Miami
Florida
$25K
SQA
603
Simon Quick Advisors
New Jersey
$25K
CAM
604
Cresset Asset Management
Illinois
$25K +$8.34K +76 +51%
TC
605
Trust Company
Kansas
$24K -$12.3K -112 -34%
RFA
606
Reilly Financial Advisors
California
$24K
S
607
SignatureFD
Georgia
$23K -$111K -1,013 -83%
PCFFS
608
Pacific Center for Financial Services
California
$23K
KL
609
KWMG LLC
Kansas
$21K
SWA
610
Sutton Wealth Advisors
Florida
$20.1K
OC
611
Oakworth Capital
Alabama
$20K -$11.5K -105 -38%
CHP
612
Cable Hill Partners
Oregon
$20K
OAJ
613
Ogorek Anthony Joseph
New York
$20K
PO
614
Private Ocean
California
$18K
GCM
615
Gables Capital Management
Florida
$17K
AIM
616
Axiom Investment Management
New York
$17K +$16.5K +150 New
GEA
617
Glen Eagle Advisors
New Jersey
$16.8K
BHWM
618
Bay Harbor Wealth Management
Maryland
$16K +$2.74K +25 +21%
MPWT
619
MassMutual Private Wealth & Trust
Connecticut
$15.3K
LC
620
Lavaca Capital
Texas
$14K
BWP
621
Baldwin Wealth Partners
Massachusetts
$13K
FIB
622
First Interstate Bank
Montana
$13K
BlackRock
623
BlackRock
New York
$13K +$12.8K +117 New
SIAS
624
Shine Investment Advisory Services
Colorado
$13K +$13.2K +120 New
RE
625
RBC Europe
United Kingdom
$11.7K

IBB Hedge Fund Activity: Q1 2019 in Review

670 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q1 2019, worth a combined $5.57B — up 21% from $4.6B a quarter earlier.

Buyers outnumbered sellers: 98 funds opened new IBB positions and 67 closed out — a net gain of 31 holders — while 192 added to existing stakes and 234 trimmed.

The largest buyer was TLP Group, adding an estimated $237M. The largest seller was JP Morgan Chase, cutting an estimated $67.3M.

  • 670 institutional investors held iShares Biotechnology ETF (IBB) as of Q1 2019, up from 649 in Q4 2018.
  • Funds reported $5.57B of iShares Biotechnology ETF stock for Q1 2019, up 21% quarter-over-quarter.
  • 98 funds opened new iShares Biotechnology ETF positions in Q1 2019 and 67 closed out, a net change of +31 holders.
  • The largest iShares Biotechnology ETF buyer in Q1 2019 was TLP Group, an estimated $237M added.
  • The largest iShares Biotechnology ETF seller in Q1 2019 was JP Morgan Chase, an estimated $67.3M sold.

Based on aggregated 13F filings for Q1 2019.