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iShares Biotechnology ETF

962 hedge funds and large institutions have $6.38B invested in iShares Biotechnology ETF in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 308 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 248

13% more funds holding

Funds holding: 855962 (+107)

11% more call options, than puts

Call options by funds: $453M | Put options by funds: $409M

3.62% less ownership

Funds ownership: 66.96%63.34% (-3.6%)

10% less capital invested

Capital invested by funds: $7.1B → $6.38B (-$720M)

Holders
962
Holders Change
+107
Holders Change %
+12.51%
% of All Funds
14.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
186
Increased
308
Reduced
248
Closed
66
Calls
$453M
Puts
$409M
Net Calls
+$43.6M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
XF
626
XML Financial
Maryland
$307K +$311K +2,010 New
EHC
627
Everett Harris & Co
California
$306K -$13.9K -90 -4%
WCM
628
Washburn Capital Management
Florida
$305K +$48.6K +314 +19%
NAM
629
NorthCrest Asset Manangement
Minnesota
$305K +$310K +2,000 New
SFM
630
Signet Financial Management
New Jersey
$303K +$55.3K +357 +22%
GAM
631
Grandview Asset Management
Pennsylvania
$303K +$307K +1,986 New
CRWM
632
Castle Rock Wealth Management
California
$301K -$37.3K -241 -9%
WP
633
WMS Partners
Maryland
$300K
CBA
634
Coastal Bridge Advisors
Connecticut
$298K
VW
635
Vance Wealth
California
$297K +$301K +1,943 New
OWA
636
Octavia Wealth Advisors
Ohio
$296K +$6.19K +40 +2%
LA
637
Latitude Advisors
Florida
$294K
CC
638
Corsicana & Co
Texas
$292K
VVP
639
Venture Visionary Partners
Ohio
$291K -$4.64K -30 -2%
TF
640
TimeScale Financial
Massachusetts
$291K +$464 +3 +0.2%
HPWA
641
Hall Private Wealth Advisors
North Carolina
$290K +$1.08K +7 +0.4%
RIS
642
Retirement Income Solutions
Michigan
$289K
WTC
643
WhitTier Trust Company
Nevada
$288K
SQA
644
Simon Quick Advisors
New Jersey
$288K +$141K +913 +94%
CPC
645
Cookson Peirce & Co
Pennsylvania
$287K
KWM
646
Kaydan Wealth Management
Michigan
$287K +$291K +1,878 New
RSWM
647
Robertson Stephens Wealth Management
California
$285K +$7.74K +50 +3%
PWMAG
648
Pinnacle Wealth Management Advisory Group
New Jersey
$285K +$28.6K +185 +11%
GVAG
649
Great Valley Advisor Group
Delaware
$284K -$218K -1,411 -44%
KWS
650
Keystone Wealth Services
California
$283K +$287K +1,854 New

IBB Hedge Fund Activity: Q4 2021 in Review

962 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2021, worth a combined $6.38B — down 10% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IBB positions and 66 closed out — a net gain of 120 holders — while 308 added to existing stakes and 248 trimmed.

The largest buyer was Citigroup, adding an estimated $117M. The largest seller was Barclays, cutting an estimated $203M.

  • 962 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2021, up from 855 in Q3 2021.
  • Funds reported $6.38B of iShares Biotechnology ETF stock for Q4 2021, down 10% quarter-over-quarter.
  • 186 funds opened new iShares Biotechnology ETF positions in Q4 2021 and 66 closed out, a net change of +120 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2021 was Citigroup, an estimated $117M added.
  • The largest iShares Biotechnology ETF seller in Q4 2021 was Barclays, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.