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iShares Biotechnology ETF

902 hedge funds and large institutions have $5.97B invested in iShares Biotechnology ETF in 2022 Q4 according to their latest regulatory filings, with 140 funds opening new positions, 257 increasing their positions, 290 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

218% more first-time investments, than exits

New positions opened: 140 | Existing positions closed: 44

57% more funds holding in top 10

Funds holding in top 10: 1422 (+8)

31% more capital invested

Capital invested by funds: $4.57B → $5.97B (+$1.41B)

9% more funds holding

Funds holding: 829902 (+73)

3.64% more ownership

Funds ownership: 61.66%65.3% (+3.6%)

11% less repeat investments, than reductions

Existing positions increased: 257 | Existing positions reduced: 290

36% less call options, than puts

Call options by funds: $325M | Put options by funds: $511M

Holders
902
Holders Change
+73
Holders Change %
+8.81%
% of All Funds
14.5%
Holding in Top 10
22
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+57.14%
% of All Funds
0.35%
New
140
Increased
257
Reduced
290
Closed
44
Calls
$325M
Puts
$511M
Net Calls
-$186M
Net Calls Change
+$278M
Name Holding Trade Value Shares
Change
Change in
Stake
Bessemer Group
751
Bessemer Group
New Jersey
$66K
CLOS
752
Compagnie Lombard Odier SCmA
Switzerland
$66K
YDMI
753
Y.D. More Investments
Israel
$65.7K +$64.6K +500 New
MM
754
Main Management
California
$64K -$8.24M -63,740 -99%
SBL
755
Sargent Bickham Lagudis
Colorado
$63.4K
CHA
756
Carmichael Hill & Associates
Maryland
$63.4K +$42.5K +329 +214%
FRA
757
Front Row Advisors
California
$63K
FCA
758
FinTrust Capital Advisors
South Carolina
$62.9K -$2.33K -18 -4%
GWANC
759
Guardian Wealth Advisors (North Carolina)
North Carolina
$62.8K +$15.1K +117 +32%
OSAM
760
O'Shaughnessy Asset Management
Connecticut
$61.3K -$9.05K -70 -13%
PFC
761
Phocas Financial Corp
California
$56.5K +$55.6K +430 New
PMFA
762
Plante Moran Financial Advisors
Michigan
$54.9K +$29.9K +231 +124%
BCMLT
763
Beacon Capital Management LLC (Tennessee)
Tennessee
$53.5K +$3.49K +27 +7%
PC
764
Pecaut & Co
Iowa
$53K -$50K -387 -49%
TWA
765
TCI Wealth Advisors
Arizona
$52.6K
AA
766
Addison Advisors
Vermont
$50.7K
RBC
767
Romano Brothers & Co
Illinois
$49.6K +$48.9K +378 New
AF
768
Advisornet Financial
Minnesota
$49.5K -$92.8K -718 -66%
WBC
769
West Branch Capital
Massachusetts
$49.4K
CFO
770
CVA Family Office
Colorado
$49.2K
WT
771
Washington Trust
Rhode Island
$48.7K
JAWM
772
J. Arnold Wealth Management
Ohio
$48.6K +$47.8K +370 New
RWPA
773
Richard W. Paul & Associates
Michigan
$48.4K +$47.7K +369 New
AWM
774
Accel Wealth Management
Iowa
$48.1K
AWM
775
Ameliora Wealth Management
Switzerland
$46K

IBB Hedge Fund Activity: Q4 2022 in Review

902 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2022, worth a combined $5.97B — up 31% from $4.57B a quarter earlier.

Buyers outnumbered sellers: 140 funds opened new IBB positions and 44 closed out — a net gain of 96 holders — while 257 added to existing stakes and 290 trimmed.

The largest buyer was Caxton Associates (New York), opening a new position worth an estimated $149M. The largest seller was Morgan Stanley, cutting an estimated $77.3M.

  • 902 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2022, up from 829 in Q3 2022.
  • Funds reported $5.97B of iShares Biotechnology ETF stock for Q4 2022, up 31% quarter-over-quarter.
  • 140 funds opened new iShares Biotechnology ETF positions in Q4 2022 and 44 closed out, a net change of +96 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2022 was Caxton Associates (New York), an estimated $149M added.
  • The largest iShares Biotechnology ETF seller in Q4 2022 was Morgan Stanley, an estimated $77.3M sold.

Based on aggregated 13F filings for Q4 2022.