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iShares Biotechnology ETF

962 hedge funds and large institutions have $6.38B invested in iShares Biotechnology ETF in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 308 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 248

13% more funds holding

Funds holding: 855962 (+107)

11% more call options, than puts

Call options by funds: $453M | Put options by funds: $409M

3.62% less ownership

Funds ownership: 66.96%63.34% (-3.6%)

10% less capital invested

Capital invested by funds: $7.1B → $6.38B (-$720M)

Holders
962
Holders Change
+107
Holders Change %
+12.51%
% of All Funds
14.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
186
Increased
308
Reduced
248
Closed
66
Calls
$453M
Puts
$409M
Net Calls
+$43.6M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
CPIA
726
Cornell Pochily Investment Advisors
New York
$215K +$155 +1 +0.1%
V
727
Veritable
Delaware
$214K +$1.24K +8 +0.6%
CCP
728
Corient Capital Partners
California
$212K +$215K +1,389 New
G
729
Gainplan
Michigan
$211K -$197K -1,272 -48%
AWM
730
Activest Wealth Management
Florida
$210K -$24.5K -158 -10%
RCA
731
Ranch Capital Advisors
Florida
$210K
SCM
732
Schnieders Capital Management
California
$210K +$14.7K +95 +7%
Comerica Bank
733
Comerica Bank
Texas
$210K +$51.6K +333 +25%
MFG
734
Magnus Financial Group
New York
$210K +$213K +1,374 New
AIM
735
Aspen Investment Management
Michigan
$209K -$192K -1,239 -47%
WAAG
736
Wealth Alliance Advisory Group
Kansas
$208K
SIC
737
Sigma Investment Counselors
Michigan
$207K -$4.95K -32 -2%
MA
738
MKT Advisors
California
$206K +$253K +1,631 New
VAG
739
VisionPoint Advisory Group
Texas
$205K -$22.9K -148 -9%
MFG
740
MidWestOne Financial Group
Iowa
$205K
GFS
741
GYL Financial Synergies
Connecticut
$203K
BF
742
BOK Financial
Oklahoma
$203K +$10.5K +68 +5%
BCI
743
Brinker Capital Investments
Pennsylvania
$203K +$206K +1,333 New
DI
744
Diligent Investors
California
$201K +$203K +1,314 New
OCM
745
Orion Capital Management
California
$198K
EC
746
Estate Counselors
Wisconsin
$190K -$305K -1,973 -61%
HPC
747
HM Payson & Co
Maine
$188K +$155K +1,002 +430%
DSC
748
Duncker Streett & Co
Missouri
$183K -$24.2K -156 -11%
AF
749
Allworth Financial
California
$183K
SWM
750
Selective Wealth Management
Virginia
$183K

IBB Hedge Fund Activity: Q4 2021 in Review

962 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2021, worth a combined $6.38B — down 10% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IBB positions and 66 closed out — a net gain of 120 holders — while 308 added to existing stakes and 248 trimmed.

The largest buyer was Citigroup, adding an estimated $117M. The largest seller was Barclays, cutting an estimated $203M.

  • 962 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2021, up from 855 in Q3 2021.
  • Funds reported $6.38B of iShares Biotechnology ETF stock for Q4 2021, down 10% quarter-over-quarter.
  • 186 funds opened new iShares Biotechnology ETF positions in Q4 2021 and 66 closed out, a net change of +120 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2021 was Citigroup, an estimated $117M added.
  • The largest iShares Biotechnology ETF seller in Q4 2021 was Barclays, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.