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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
Comerica Bank
626
Comerica Bank
Texas
$230K +$199K +1,394 New
MFA
627
Mayflower Financial Advisors
Massachusetts
$230K +$217K +1,518 New
EGA
628
Eagle Global Advisors
Texas
$229K -$7.15K -50 -3%
PA
629
Prism Advisors
California
$228K
AF
630
AtlasMark Financial
Texas
$227K
SNT
631
Security National Trust
West Virginia
$227K
AIM
632
Aspen Investment Management
Michigan
$225K -$2.86K -20 -1%
NSIM
633
North Star Investment Management
Illinois
$225K +$127K +888 +148%
EHPM
634
Emery Howard Portfolio Management
California
$224K -$2.86K -20 -1%
DBT
635
Dubuque Bank & Trust
Iowa
$223K -$16.4K -115 -7%
CFD
636
Creative Financial Designs
Indiana
$222K -$1K -7 -0.5%
IF
637
Intrua Financial
Texas
$221K
GFS
638
GYL Financial Synergies
Connecticut
$221K +$208K +1,457 New
CM
639
Capital Management
Virginia
$221K +$209K +1,460 New
BB
640
Berkshire Bank
Massachusetts
$218K -$124K -871 -38%
WFA
641
Wipfli Financial Advisors
Wisconsin
$218K +$206K +1,438 New
WAAG
642
Wealth Alliance Advisory Group
Kansas
$217K -$9.15K -64 -4%
CF
643
Centaurus Financial
California
$215K -$19.3K -135 -9%
LWP
644
Lumature Wealth Partners
Georgia
$214K +$202K +1,410 New
SWA
645
Sax Wealth Advisors
New Jersey
$212K +$200K +1,400 New
GC
646
Garde Capital
Washington
$209K +$198K +1,382 New
WAS
647
Winch Advisory Services
Wisconsin
$208K +$3.14K +22 +2%
FMN
648
Financial Management Network
California
$208K +$180K +1,259 New
CPIA
649
Cornell Pochily Investment Advisors
New York
$208K +$196K +1,373 New
RCA
650
Ranch Capital Advisors
Florida
$207K

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.