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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
1W
751
1776 Wealth
Georgia
$4K -$4.08K -32 -50%
AIP
752
Ameritas Investment Partners
Nebraska
$4K
CMA
753
Cedar Mountain Advisors
Oregon
$4K
HFM
754
Hartford Financial Management
Connecticut
$4K
GI
755
Gradient Investments
Minnesota
$3K -$127 -1 -4%
LWA
756
Lowe Wealth Advisors
Maryland
$3K
MLFP
757
MPS Loria Financial Planners
Illinois
$3K +$3.06K +24 New
GWMIA
758
Global Wealth Management Investment Advisory
Florida
$2K -$4.21K -33 -69%
LWA
759
Lenox Wealth Advisors
New York
$2K
NSB
760
Norway Savings Bank
Maine
$2K
TFA
761
Transamerica Financial Advisors
Florida
$2K +$1.78K +14 New
WIM
762
Westside Investment Management
California
$1.27K -$7.39K -58 -0.6%
CI
763
CX Institutional
Indiana
$1K -$1.91K -15 -60%
SFA
764
Stewardship Financial Advisors
Georgia
$1K
PMFA
765
Plante Moran Financial Advisors
Michigan
$1K +$637 +5 New
WC
766
Westwind Capital
New Mexico
$1K +$892 +7 New
RG
767
Retirement Group
California
$1K +$1.15K +9 New
Citadel Advisors
768
Citadel Advisors
Florida
-$20.3M -159,047 Closed
SCM
769
Sandler Capital Management
New York
-$7.47M -69,300 Closed
Calamos Advisors
770
Calamos Advisors
Illinois
-$6.56M -60,856 Closed
OC
771
Oakworth Capital
Alabama
-$6.88M -54,009 -100%
D.E. Shaw & Co
772
D.E. Shaw & Co
New York
-$4.12M -38,250 Closed
TI
773
Trexquant Investment
Connecticut
-$2.32M -21,552 Closed
CWM
774
Concentrum Wealth Management
California
-$1.96M -18,199 Closed
NFG
775
Norris Financial Group
South Carolina
-$1.95M -18,066 Closed

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.