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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
BHPW
601
Beverly Hills Private Wealth
California
$272K +$268K +2,073 New
KTC
602
Kistler-Tiffany Companies
Pennsylvania
$272K
HAS
603
HBW Advisory Services
California
$271K +$267K +2,065 New
NCM
604
Neumann Capital Management
California
$270K
ERWM
605
Elk River Wealth Management
Colorado
$270K
QFA
606
Quattro Financial Advisors
Texas
$269K -$20.3K -157 -7%
CT
607
Caldwell Trust
Florida
$269K
RIS
608
Retirement Income Solutions
Michigan
$269K
SFP
609
Shepherd Financial Partners
Massachusetts
$268K -$6.2K -48 -2%
EHC
610
Everett Harris & Co
California
$267K
RFN
611
RDA Financial Network
Iowa
$267K -$7.5K -58 -3%
UCIG
612
Ulrich Consultants & Investment Group
New Mexico
$266K -$31.3K -242 -11%
NCM
613
NCM Capital Management
New Jersey
$265K
FHA
614
First Horizon Advisors
Tennessee
$264K -$4.52K -35 -2%
WMP
615
Wealth Management Partners
Arizona
$263K
AWS
616
Aspen Wealth Strategies
Colorado
$263K +$259K +2,003 New
AGAM
617
Audent Global Asset Management
California
$262K -$45.6K -353 -15%
PCH
618
PGIM Custom Harvest
New Jersey
$261K +$257K +1,988 New
CAG
619
Csenge Advisory Group
Florida
$261K +$257K +1,987 New
CRWM
620
Castle Rock Wealth Management
California
$260K +$245K +1,895 New
VAS
621
Vestmark Advisory Solutions
Massachusetts
$260K -$35.2K -272 -12%
WPC
622
Wedmont Private Capital
Pennsylvania
$260K
CCM
623
Compton Capital Management
Rhode Island
$259K -$23.3K -180 -8%
SCM
624
Schnieders Capital Management
California
$259K -$12.9K -100 -5%
WRPWM
625
Werba Rubin Papier Wealth Management
California
$258K +$254K +1,965 New

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.