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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
SFM
651
Signet Financial Management
New Jersey
$207K +$196K +1,368 New
AF
652
Apexium Financial
Texas
$206K -$21.6K -151 -10%
MFG
653
MidWestOne Financial Group
Iowa
$203K +$192K +1,340 New
WC
654
Westhampton Capital
North Carolina
$202K +$191K +1,335 New
TW
655
TrinityPoint Wealth
Connecticut
$200K +$173K +1,214 New
CAGAS
656
Capital Advisory Group Advisory Services
Minnesota
$187K
FDCDDQ
657
Federation des caisses Desjardins du Quebec
Quebec, Canada
$183K -$29.6K -207 -15%
MAWCM
658
Mine & Arao Wealth Creation & Management
California
$182K
KPCM
659
Kings Point Capital Management
New York
$181K
EP
660
Eudaimonia Partners
Tennessee
$178K +$22.2K +155 +15%
SQA
661
Simon Quick Advisors
New Jersey
$169K +$28.6K +200 +22%
AWM
662
Atticus Wealth Management
Florida
$158K +$23K +161 +18%
SFP
663
Sterling Financial Planning
New Jersey
$154K +$145K +1,014 New
DMK
664
David M. Knott
$151K
OCM
665
Orion Capital Management
California
$151K +$186K +1,300 New
HIA
666
Harbor Investment Advisory
Maryland
$150K +$19.3K +135 +16%
First Manhattan
667
First Manhattan
New York
$147K -$12.9K -90 -8%
Schroder Investment Management Group
668
Schroder Investment Management Group
United Kingdom
$147K
PCFFS
669
Pacific Center for Financial Services
California
$144K +$9.57K +67 +8%
AWM
670
Avior Wealth Management
Nebraska
$140K
CIA
671
Choate Investment Advisors
Massachusetts
$136K
SAS
672
Stelac Advisory Services
New York
$136K +$129K +900 New
SWA
673
SOA Wealth Advisors
New York
$135K +$114K +797 New
BG
674
Bollard Group
Massachusetts
$133K -$43.3K -303 -26%
EW
675
Evoke Wealth
California
$133K

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.