We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

646 hedge funds and large institutions have $5.66B invested in iShares Biotechnology ETF in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.71% more ownership

Funds ownership: 71.65%75.36% (+3.7%)

2% more capital invested

Capital invested by funds: $5.57B → $5.66B (+$89.3M)

4% less funds holding

Funds holding: 670646 (-24)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

17% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 82

26% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 247

35% less call options, than puts

Call options by funds: $560M | Put options by funds: $859M

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
68
Increased
182
Reduced
247
Closed
82
Calls
$560M
Puts
$859M
Net Calls
-$299M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
HCA
701
Horan Capital Advisors
Ohio
-$146K -1,303 Closed
WCM
702
WealthBridge Capital Management
Ohio
-$135K -1,280 Closed
EAM
703
Erste Asset Management
Austria
-$140K -1,254 Closed
FNC
704
First National Corp
Massachusetts
-$106K -949 Closed
CLOS
705
Compagnie Lombard Odier SCmA
Switzerland
-$101K -900 Closed
LFA
706
Legacy Financial Advisors
Kentucky
-$86K -769 Closed
BBNA
707
Bremer Bank National Association
Minnesota
-$67K -627 Closed
BCA
708
Berman Capital Advisors
Georgia
-$67K -600 Closed
NSIM
709
North Star Investment Management
Illinois
-$67K -600 Closed
AA
710
Advisory Alpha
Michigan
-$55.3K -525 Closed
MFW
711
Mosaic Family Wealth
Missouri
-$59K -525 Closed
KPW
712
Kore Private Wealth
New York
-$52K -467 Closed
CMO
713
Covenant Multifamily Offices
Texas
-$51K -460 Closed
GCA
714
Genesee Capital Advisors
New York
-$48K -430 Closed
DWM
715
Destination Wealth Management
California
-$42K -378 Closed
1832 Asset Management
716
1832 Asset Management
Ontario, Canada
-$30K -270 Closed
SHIM
717
Stone House Investment Management
Pennsylvania
-$27K -243 Closed
CAM
718
Cresset Asset Management
Illinois
-$25K -226 Closed
TC
719
Trust Company
Kansas
-$24K -216 Closed
KL
720
KWMG LLC
Kansas
-$21K -189 Closed
CHP
721
Cable Hill Partners
Oregon
-$20K -180 Closed
AIM
722
Axiom Investment Management
New York
-$17K -150 Closed
BHWM
723
Bay Harbor Wealth Management
Maryland
-$16K -144 Closed
LC
724
Lavaca Capital
Texas
-$14K -125 Closed
SIAS
725
Shine Investment Advisory Services
Colorado
-$13K -120 Closed

IBB Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2019, worth a combined $5.66B — up 1.6% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of IBB and 68 opened new positions — a net loss of 14 holders — while 247 trimmed existing stakes and 182 added.

The largest buyer was Bank of America, adding an estimated $305M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 646 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $5.66B of iShares Biotechnology ETF stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 68 funds opened new iShares Biotechnology ETF positions in Q2 2019 and 82 closed out, a net change of -14 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2019 was Bank of America, an estimated $305M added.
  • The largest iShares Biotechnology ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.