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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
Credit Agricole
726
Credit Agricole
France
$61K -$192K -1,344 -77%
MMG
727
Monetary Management Group
Missouri
$61K +$3.57K +25 +7%
ACA
728
Aptus Capital Advisors
Alabama
$59K
VC
729
Vestor Capital
Illinois
$58K
FCA
730
FinTrust Capital Advisors
South Carolina
$57K -$52.2K -365 -49%
FFW
731
Fusion Family Wealth
New York
$57K
SFG
732
Sowa Financial Group
Rhode Island
$57K +$36.3K +254 +212%
CTB
733
Country Trust Bank
Illinois
$56K
EWA
734
Evolution Wealth Advisors
Florida
$56K
CCM
735
Covington Capital Management
California
$56K +$24.3K +170 +85%
PCG
736
Private Capital Group
Connecticut
$55K -$63.9K -447 -55%
BBHC
737
Brown Brothers Harriman & Co
New York
$55K -$27.9K -195 -35%
WT
738
Washington Trust
Rhode Island
$55K
WWMSC
739
Wagner Wealth Management (South Carolina)
South Carolina
$55K +$51.4K +360 New
AWM
740
Accel Wealth Management
Iowa
$55K +$52.2K +365 New
HIIFS
741
Harel Insurance Investments & Financial Services
Israel
$52K
SC
742
SouthState Corp
Florida
$50K
RWA
743
Ropes Wealth Advisors
Massachusetts
$49K -$13.6K -95 -23%
BCM
744
Bourgeon Capital Management
Connecticut
$48K
BWM
745
BerganKDV Wealth Management
Minnesota
$48K +$30.7K +215 +215%
Lazard Asset Management
746
Lazard Asset Management
New York
$47K
PFO
747
Pathstone Family Office
New Jersey
$47K +$44.6K +312 New
FNBOSM
748
First National Bank of South Miami
Florida
$46K
FFA
749
Freedman Financial Associates
Massachusetts
$46K +$43.3K +303 New
CFN
750
Cordasco Financial Network
Florida
$45K -$10.1K -71 -19%

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.