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iShares Biotechnology ETF

863 hedge funds and large institutions have $7.66B invested in iShares Biotechnology ETF in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 280 increasing their positions, 257 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

39% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 70

2% more funds holding

Funds holding: 845863 (+18)

9% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 257

0% less capital invested

Capital invested by funds: $7.67B → $7.66B (-$7.57M)

2% less call options, than puts

Call options by funds: $498M | Put options by funds: $510M

5.9% less ownership

Funds ownership: 76.67%70.77% (-5.9%)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
15.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
97
Increased
280
Reduced
257
Closed
70
Calls
$498M
Puts
$510M
Net Calls
-$12.3M
Net Calls Change
+$483M
Name Holding Trade Value Shares
Change
Change in
Stake
MWC
726
MBM Wealth Consultants
Missouri
$89K
SBL
727
Sargent Bickham Lagudis
Colorado
$87K
BWM
728
Baystate Wealth Management
Massachusetts
$86K
BFO
729
Biltmore Family Office
North Carolina
$86K
EFSCE
730
Enterprise Financial Services Corp (EFSC)
Missouri
$86K
RFA
731
Reilly Financial Advisors
California
$85K
GWSG
732
GPS Wealth Strategies Group
Colorado
$83K -$8.47K -55 -10%
T2I
733
Turim 21 Investimentos
Brazil
$82K
PWP
734
Personal Wealth Partners
Minnesota
$81K +$76.6K +497 New
HFA
735
Hoover Financial Advisors
Pennsylvania
$80K
FRA
736
Front Row Advisors
California
$79K
AA
737
Addison Advisors
Vermont
$79K +$74.7K +485 New
HIIFS
738
Harel Insurance Investments & Financial Services
Israel
$78K
FCA
739
FinTrust Capital Advisors
South Carolina
$78K +$2K +13 +3%
AF
740
Allworth Financial
California
$78K +$7.7K +50 +12%
RE
741
RBC Europe
United Kingdom
$77.7K
BFC
742
Bedel Financial Consulting
Indiana
$72K
CA
743
Clearstead Advisors
Ohio
$71K
AS
744
Altshuler Shaham
Israel
$68K +$63.9K +415 New
WIM
745
Westside Investment Management
California
$67.2K +$23.1K +150 +1%
ACA
746
Aptus Capital Advisors
Alabama
$65K
MMG
747
Monetary Management Group
Missouri
$65K
1IA
748
1834 Investment Advisors
Wisconsin
$65K +$61.6K +400 New
SWM
749
Sugarloaf Wealth Management
Georgia
$63K -$108K -702 -64%
AA
750
AlphaMark Advisors
Kentucky
$63K +$23.9K +155 +67%

IBB Hedge Fund Activity: Q2 2021 in Review

863 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2021, worth a combined $7.66B — down 0.1% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IBB positions and 70 closed out — a net gain of 27 holders — while 280 added to existing stakes and 257 trimmed.

The largest buyer was Ergoteles, adding an estimated $77.5M. The largest seller was Morgan Stanley, cutting an estimated $415M.

  • 863 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2021, up from 845 in Q1 2021.
  • Funds reported $7.66B of iShares Biotechnology ETF stock for Q2 2021, down 0.1% quarter-over-quarter.
  • 97 funds opened new iShares Biotechnology ETF positions in Q2 2021 and 70 closed out, a net change of +27 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2021 was Ergoteles, an estimated $77.5M added.
  • The largest iShares Biotechnology ETF seller in Q2 2021 was Morgan Stanley, an estimated $415M sold.

Based on aggregated 13F filings for Q2 2021.