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iShares Biotechnology ETF

902 hedge funds and large institutions have $5.97B invested in iShares Biotechnology ETF in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 257 increasing their positions, 290 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 44

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

31% more capital invested

Capital invested by funds: $4.57B → $5.97B (+$1.41B)

9% more funds holding

Funds holding: 829902 (+73)

3.64% more ownership

Funds ownership: 61.66%65.3% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 290

36% less call options, than puts

Call options by funds: $325M | Put options by funds: $511M

Holders
902
Holders Change
+73
Holders Change %
+8.81%
% of All Funds
14.5%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.35%
New
140
Increased
257
Reduced
290
Closed
44
Calls
$325M
Puts
$511M
Net Calls
-$186M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
MAWCM
701
Mine & Arao Wealth Creation & Management
California
$138K +$129 +1 +0.1%
LC
702
Lindbrook Capital
California
$138K
PAI
703
Pittenger & Anderson Inc
Nebraska
$138K -$16.4K -127 -11%
FCA
704
Fortis Capital Advisors
Kansas
$137K +$135K +1,044 New
FDCDDQ
705
Federation des caisses Desjardins du Quebec
Quebec, Canada
$129K +$10.1K +78 +9%
Schroder Investment Management Group
706
Schroder Investment Management Group
United Kingdom
$128K
MLA
707
MB, Levis & Associates
Pennsylvania
$124K +$123K +948 New
KHLMVGHM
708
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$124K +$121K +940 New
JWA
709
JFS Wealth Advisors
Pennsylvania
$123K
BTI
710
Blue Trust Inc
Georgia
$120K +$1.81K +14 +1%
TF
711
Tompkins Financial
New York
$118K
FA
712
Faithward Advisors
Pennsylvania
$116K -$13.6K -105 -11%
ST
713
Smithfield Trust
Pennsylvania
$116K
LPIC
714
LeJeune Puetz Investment Counsel
Michigan
$109K +$107K +830 New
S
715
SignatureFD
Georgia
$108K
RP
716
Rowlandmiller & Partners
Georgia
$107K +$107K +826 New
CFGS
717
Concourse Financial Group Securities
Alabama
$107K -$2.58K -20 -2%
CT
718
Cambridge Trust
Massachusetts
$106K -$59.1K -457 -36%
MWM
719
MinichMacGregor Wealth Management
New York
$105K +$104K +801 New
VCM
720
Viewpoint Capital Management
Washington
$102K
RFA
721
Resurgent Financial Advisors
Georgia
$102K +$101K +778 New
MWM
722
Mascoma Wealth Management
New Hampshire
$102K -$1.94K -15 -2%
ZIG
723
Zullo Investment Group
Pennsylvania
$100K +$7.5K +58 +8%
WWM
724
Wolff Wiese Magana
California
$99.3K -$3.23K -25 -3%
CA
725
Clearstead Advisors
Ohio
$99.1K +$13.6K +105 +16%

IBB Hedge Fund Activity: Q4 2022 in Review

902 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2022, worth a combined $5.97B — up 31% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IBB positions and 44 closed out — a net gain of 96 holders — while 257 added to existing stakes and 290 trimmed.

The largest buyer was Caxton Associates (New York), opening a new position worth an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $77.3M.

  • 902 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2022, up from 829 in Q3 2022.
  • Funds reported $5.97B of iShares Biotechnology ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 140 funds opened new iShares Biotechnology ETF positions in Q4 2022 and 44 closed out, a net change of +96 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2022 was Caxton Associates (New York), an estimated $149M added.
  • The largest iShares Biotechnology ETF seller in Q4 2022 was Morgan Stanley, an estimated $77.3M sold.

Based on aggregated 13F filings for Q4 2022.