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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
ACM
776
AUA Capital Management
Pennsylvania
$110K
FPFS
777
First Personal Financial Services
North Carolina
$110K
WIA
778
Wealthstreet Investment Advisors
Texas
$107K
ACA
779
Atlas Capital Advisors
Wyoming
$107K +$46.4K +300 +75%
WWM
780
Wolff Wiese Magana
California
$106K -$4.49K -29 -4%
WBC
781
West Branch Capital
Massachusetts
$106K
BW
782
Bison Wealth
Georgia
$99K -$13.8K -89 -12%
MCC
783
Money Concepts Capital
Florida
$99K +$100K +647 New
IRAG
784
Investment Research & Advisory Group
Georgia
$98K
CA
785
Clearstead Advisors
Ohio
$97K +$31K +200 +46%
AWM
786
Avior Wealth Management
Nebraska
$95K -$17.3K -112 -15%
AWM
787
AllSquare Wealth Management
New York
$95K
SC
788
Solstein Capital
California
$95K
CWS
789
Confluence Wealth Services
Pennsylvania
$93K +$94.6K +611 New
TIM
790
Tortoise Investment Management
New York
$92K
First Manhattan
791
First Manhattan
New York
$91K
ETI
792
Enterprise Trust & Investment
California
$90K
AC
793
AlphaCore Capital
California
$90K +$155 +1 +0.2%
HWM
794
HighMark Wealth Management
Minnesota
$84K
MTIC
795
Missouri Trust & Investment Company
Missouri
$84K +$85.2K +550 New
MWC
796
MBM Wealth Consultants
Missouri
$83K
AWA
797
Amplius Wealth Advisors
Pennsylvania
$82K +$83.9K +542 New
SBL
798
Sargent Bickham Lagudis
Colorado
$81K
BWM
799
Baystate Wealth Management
Massachusetts
$80K
BFO
800
Biltmore Family Office
North Carolina
$80K

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.