We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

845 hedge funds and large institutions have $7.67B invested in iShares Biotechnology ETF in 2021 Q1 according to their latest regulatory filings, with 82 funds opening new positions, 293 increasing their positions, 270 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more repeat investments, than reductions

Existing positions increased: 293 | Existing positions reduced: 270

3% more first-time investments, than exits

New positions opened: 82 | Existing positions closed: 80

1% less funds holding

Funds holding: 856845 (-11)

8.67% less ownership

Funds ownership: 85.34%76.67% (-8.7%)

14% less capital invested

Capital invested by funds: $8.9B → $7.67B (-$1.23B)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

60% less call options, than puts

Call options by funds: $329M | Put options by funds: $825M

Holders
845
Holders Change
-11
Holders Change %
-1.29%
% of All Funds
14.84%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.14%
New
82
Increased
293
Reduced
270
Closed
80
Calls
$329M
Puts
$825M
Net Calls
-$496M
Net Calls Change
+$188M
Name Holding Trade Value Shares
Change
Change in
Stake
Credit Agricole
726
Credit Agricole
France
$60K
MMG
727
Monetary Management Group
Missouri
$60K
VC
728
Vestor Capital
Illinois
$57K
CTB
729
Country Trust Bank
Illinois
$56K
EWA
730
Evolution Wealth Advisors
Florida
$56K
CFO
731
CVA Family Office
Colorado
$56K +$32.2K +203 +118%
AWM
732
Accel Wealth Management
Iowa
$55K
PCG
733
Private Capital Group
Connecticut
$52K -$2.38K -15 -4%
SC
734
SouthState Corp
Florida
$50K
IFAM
735
Institutional & Family Asset Management
Colorado
$48K -$255K -1,608 -84%
BCM
736
Bourgeon Capital Management
Connecticut
$48K
JIR
737
James Investment Research
Ohio
$47K -$15.1K -95 -23%
Lazard Asset Management
738
Lazard Asset Management
New York
$47K
FFA
739
Freedman Financial Associates
Massachusetts
$46K +$159 +1 +0.3%
AAMA
740
Advanced Asset Management Advisors
Ohio
$45K
CPFP
741
Clear Perspectives Financial Planning
Ohio
$45K
CFN
742
Cordasco Financial Network
Florida
$45K
CFB
743
Cullen/Frost Bankers
Texas
$45K
FM
744
Family Management
New York
$45K +$31.8K +200 +206%
MWM
745
Mascoma Wealth Management
New Hampshire
$45K +$48K +302 New
FFW
746
Fusion Family Wealth
New York
$42K -$14.8K -93 -25%
HS
747
Horan Securities
United States
$42K
OSAM
748
O'Shaughnessy Asset Management
Connecticut
$42K
WWMSC
749
Wagner Wealth Management (South Carolina)
South Carolina
$41K -$13.5K -85 -24%
RPCA
750
Running Point Capital Advisors
California
$39K +$41.3K +260 New

IBB Hedge Fund Activity: Q1 2021 in Review

845 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q1 2021, worth a combined $7.67B — down 14% from $8.9B a quarter earlier.

Buyers outnumbered sellers: 82 funds opened new IBB positions and 80 closed out — a net gain of 2 holders — while 293 added to existing stakes and 270 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $242M. The largest seller was Goldman Sachs, cutting an estimated $463M.

  • 845 institutional investors held iShares Biotechnology ETF (IBB) as of Q1 2021, down from 856 in Q4 2020.
  • Funds reported $7.67B of iShares Biotechnology ETF stock for Q1 2021, down 14% quarter-over-quarter.
  • 82 funds opened new iShares Biotechnology ETF positions in Q1 2021 and 80 closed out, a net change of +2 holders.
  • The largest iShares Biotechnology ETF buyer in Q1 2021 was BNP Paribas Financial Markets, an estimated $242M added.
  • The largest iShares Biotechnology ETF seller in Q1 2021 was Goldman Sachs, an estimated $463M sold.

Based on aggregated 13F filings for Q1 2021.