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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
TAM
726
Townsend Asset Management
North Carolina
$14K
BWM
727
BerganKDV Wealth Management
Minnesota
$14K +$6.12K +48 +92%
GFPC
728
Global Financial Private Capital
Florida
$14K +$11.9K +93 +1,329%
THWM
729
Taylor Hoffman Wealth Management
Virginia
$14K +$12.7K +100 New
FM
730
Family Management
New York
$13K
AIA
731
Armor Investment Advisors
North Carolina
$12K
PO
732
Private Ocean
California
$12K
SIAP
733
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$12K
CHA
734
Carmichael Hill & Associates
Maryland
$11K
LWCFA
735
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$11K
WLPWM
736
Walled Lake Planning & Wealth Management
Illinois
$11K
SWM
737
Sugarloaf Wealth Management
Georgia
$11K +$10.2K +80 New
PP
738
Pacifica Partners
Canada
$10K -$2.55K -20 -22%
FWM
739
Focused Wealth Management
New York
$10K
RAM
740
Riggs Asset Management
Pennsylvania
$9K
ED
741
Exane Derivatives
France
$8.34K
APWM
742
Atlas Private Wealth Management
New York
$8K
OSNBOA
743
Old Second National Bank of Aurora
Illinois
$7K
RWA
744
Ropes Wealth Advisors
Massachusetts
$7K
LFG
745
Larson Financial Group
Missouri
$6K
JWA
746
JFS Wealth Advisors
Pennsylvania
$6K +$5.74K +45 New
CIAS
747
Capital Investment Advisory Services
North Carolina
$5K +$5.1K +40 New
JWM
748
Janiczek Wealth Management
Colorado
$5K +$5.1K +40 New
LWM
749
Lenox Wealth Management
Ohio
$5K +$5.1K +40 New
NA
750
Nottingham Advisors
New York
$4.01K +$3.67M +28,797 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.