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
BFG
776
Baron Financial Group
New Jersey
$23.5K
GCM
777
Gables Capital Management
Florida
$23K -$953 -6 -4%
CLOS
778
Compagnie Lombard Odier SCmA
Switzerland
$23K
SPWG
779
Sage Private Wealth Group
Illinois
$23K +$159 +1 +0.6%
MPWT
780
MassMutual Private Wealth & Trust
Connecticut
$22K +$7.31K +46 +45%
JCM
781
Jacobi Capital Management
Pennsylvania
$20K
BWA
782
BDO Wealth Advisors
Florida
$20K +$3.81K +24 +22%
SIC
783
Salem Investment Counselors
North Carolina
$19K
WFA
784
Wells Financial Advisors
Massachusetts
$19K
WLPWM
785
Walled Lake Planning & Wealth Management
Illinois
$19K +$6.67K +42 +49%
SFC
786
SYM Financial Corp
Indiana
$19K +$20.2K +127 New
DI
787
Disciplined Investments
Oklahoma
$18K +$6.2K +39 +47%
DAM
788
Delta Asset Management
Tennessee
$17K
LFG
789
Larson Financial Group
Missouri
$17K
AWG
790
Altus Wealth Group
Colorado
$17K +$6.83K +43 +61%
CIAS
791
Capital Investment Advisory Services
North Carolina
$17K +$11.9K +75 +188%
SCM
792
SevenOneSeven Capital Management
Pennsylvania
$17K +$18.3K +115 New
HWA
793
HHM Wealth Advisors
Tennessee
$16K
LS
794
Leelyn Smith
Illinois
$16K
TAM
795
Townsend Asset Management
North Carolina
$16K
FWM
796
Filbrandt Wealth Management
Wisconsin
$15K -$11.1K -70 -41%
ADL
797
Asset Dedication LLC
California
$15K
PWA
798
Phoenix Wealth Advisors
North Carolina
$15K
SIAP
799
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K
GEA
800
Glen Eagle Advisors
New Jersey
$13.6K -$9.53K -60 -40%

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.