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iShares Biotechnology ETF

766 hedge funds and large institutions have $7.8B invested in iShares Biotechnology ETF in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

53% more capital invested

Capital invested by funds: $5.09B → $7.8B (+$2.71B)

30% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 198

15% more funds holding

Funds holding: 668766 (+98)

4.17% more ownership

Funds ownership: 79.73%83.91% (+4.2%)

16% less call options, than puts

Call options by funds: $615M | Put options by funds: $736M

Holders
766
Holders Change
+98
Holders Change %
+14.67%
% of All Funds
15.71%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.49%
New
162
Increased
258
Reduced
198
Closed
59
Calls
$615M
Puts
$736M
Net Calls
-$121M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
676
Community Bank
New York
$43K -$22.8K -179 -36%
Lazard Asset Management
677
Lazard Asset Management
New York
$43K
WR
678
Watson Rebecca
$43K +$39.9K +313 New
AAMA
679
Advanced Asset Management Advisors
Ohio
$41K
CFB
680
Cullen/Frost Bankers
Texas
$41K +$38.2K +300 New
PFO
681
Pathstone Family Office
New Jersey
$40K
TWA
682
TCI Wealth Advisors
Arizona
$38K -$1.91K -15 -5%
OSAM
683
O'Shaughnessy Asset Management
Connecticut
$35K +$32.5K +255 New
SC
684
SouthState Corp
Florida
$34K -$10.5K -82 -25%
NG
685
NWK Group
California
$33K
HPC
686
HM Payson & Co
Maine
$31K -$3.82K -30 -12%
WT
687
Washington Trust
Rhode Island
$30K -$17.6K -138 -38%
RBC
688
Roble Belko & Company
Pennsylvania
$29K
APWA
689
Atlas Private Wealth Advisors
New Jersey
$29K +$27.4K +215 New
BWL
690
Bogart Wealth LLC
Virginia
$27K
RMC
691
Resources Management Corp
Connecticut
$27K
CAAS
692
Capital Asset Advisory Services
Michigan
$27K +$24.1K +189 +1,112%
CCM
693
Covington Capital Management
California
$27K +$25.5K +200 New
FWM
694
Filbrandt Wealth Management
Wisconsin
$27K +$25.5K +200 New
HGWM
695
Harvest Group Wealth Management
Massachusetts
$25K -$4.59K -36 -16%
QCMC
696
Quantum Capital Management (California)
California
$25K
SWA
697
Sutton Wealth Advisors
Florida
$24.6K
AF
698
Advisornet Financial
Minnesota
$24K +$3.19K +25 +17%
CWM
699
Cedar Wealth Management
California
$23K
MHR
700
Matthew Hamilton Rosenberg
$22K +$20.4K +160 New

IBB Hedge Fund Activity: Q2 2020 in Review

766 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2020, worth a combined $7.8B — up 53% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new IBB positions and 59 closed out — a net gain of 103 holders — while 258 added to existing stakes and 198 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $158M.

  • 766 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2020, up from 668 in Q1 2020.
  • Funds reported $7.8B of iShares Biotechnology ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 162 funds opened new iShares Biotechnology ETF positions in Q2 2020 and 59 closed out, a net change of +103 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2020 was Goldman Sachs, an estimated $294M added.
  • The largest iShares Biotechnology ETF seller in Q2 2020 was Bank of America, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2020.