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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
RFWA
701
RPg Family Wealth Advisory
Massachusetts
$83K
MWC
702
MBM Wealth Consultants
Missouri
$82K
SBL
703
Sargent Bickham Lagudis
Colorado
$81K
EFSCE
704
Enterprise Financial Services Corp (EFSC)
Missouri
$80K -$20K -140 -21%
BFO
705
Biltmore Family Office
North Carolina
$80K
TCOV
706
Trust Company of Vermont
Vermont
$80K
OIM
707
Oder Investment Management
California
$80K +$76K +532 New
AWM
708
Aberdeen Wealth Management
Illinois
$79K -$2.43K -17 -3%
HFA
709
Hoover Financial Advisors
Pennsylvania
$79K +$143 +1 +0.2%
Zurich Cantonal Bank
710
Zurich Cantonal Bank
Switzerland
$79K +$74.5K +521 New
RFA
711
Reilly Financial Advisors
California
$78K
FRA
712
Front Row Advisors
California
$73K
FF
713
FourThought Financial
Florida
$73K +$68.9K +482 New
AA
714
Addison Advisors
Vermont
$73K +$69.3K +485 New
D
715
Diversified
Delaware
$73K +$77.2K +540 New
RE
716
RBC Europe
United Kingdom
$72K
MCC
717
Money Concepts Capital
Florida
$69K +$65.2K +456 New
RA
718
Reby Advisors
Connecticut
$69K +$65.2K +456 New
LGWM
719
Litman Gregory Wealth Management
California
$68K
BSSFA
720
Baron Silver Stevens Financial Advisors
Florida
$68K +$64.2K +449 New
BFC
721
Bedel Financial Consulting
Indiana
$67K
CA
722
Clearstead Advisors
Ohio
$66K -$3.14K -22 -5%
AF
723
Allworth Financial
California
$65K +$5.43K +38 +10%
AIM
724
Anchor Investment Management
South Carolina
$63.6K +$14.3K +100 +31%
JIR
725
James Investment Research
Ohio
$62K -$27.2K -190 -32%

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.