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iShares Biotechnology ETF

856 hedge funds and large institutions have $8.9B invested in iShares Biotechnology ETF in 2020 Q4 according to their latest regulatory filings, with 143 funds opening new positions, 265 increasing their positions, 269 reducing their positions, and 58 closing their positions.

New
Increased
Maintained
Reduced
Closed

147% more first-time investments, than exits

New positions opened: 143 | Existing positions closed: 58

21% more capital invested

Capital invested by funds: $7.36B → $8.9B (+$1.54B)

9% more funds holding

Funds holding: 784856 (+72)

4.48% more ownership

Funds ownership: 80.86%85.34% (+4.5%)

1% less repeat investments, than reductions

Existing positions increased: 265 | Existing positions reduced: 269

12% less funds holding in top 10

Funds holding in top 10: 1715 (-2)

46% less call options, than puts

Call options by funds: $818M | Put options by funds: $1.5B

Holders
856
Holders Change
+72
Holders Change %
+9.18%
% of All Funds
15.15%
Holding in Top 10
15
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-11.76%
% of All Funds
0.27%
New
143
Increased
265
Reduced
269
Closed
58
Calls
$818M
Puts
$1.5B
Net Calls
-$684M
Net Calls Change
-$362M
Name Holding Trade Value Shares
Change
Change in
Stake
LS
801
Leelyn Smith
Illinois
$16K
TAM
802
Townsend Asset Management
North Carolina
$16K
ADL
803
Asset Dedication LLC
California
$15K -$7.15K -50 -33%
FM
804
Family Management
New York
$15K
PWA
805
Phoenix Wealth Advisors
North Carolina
$15K +$14.3K +100 New
MPWT
806
MassMutual Private Wealth & Trust
Connecticut
$15K +$14.6K +102 New
PO
807
Private Ocean
California
$14K
SIAP
808
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K
BWA
809
Burt Wealth Advisors
Maryland
$13K -$54.7K -383 -81%
AIA
810
Armor Investment Advisors
North Carolina
$13K
CHA
811
Carmichael Hill & Associates
Maryland
$13K
DI
812
Disciplined Investments
Oklahoma
$13K
WLPWM
813
Walled Lake Planning & Wealth Management
Illinois
$13K
CFFP
814
Center for Financial Planning
Michigan
$13K +$11.9K +83 New
SN
815
Sittner & Nelson
Oregon
$12K +$11K +77 New
LGA
816
Lebenthal Global Advisors
New York
$12K +$12.1K +85 New
AAP
817
Arax Advisory Partners
Colorado
$11K -$10.1K -71 -50%
SIM
818
Sonora Investment Management
Arizona
$11K -$8.57K -60 -44%
FWM
819
Focused Wealth Management
New York
$11K
PP
820
Pacifica Partners
Canada
$11K
AWG
821
Altus Wealth Group
Colorado
$11K +$10K +70 New
SMA
822
Sage Mountain Advisors
Georgia
$11K +$10.7K +75 New
HGWM
823
Harvest Group Wealth Management
Massachusetts
$10K -$17.1K -120 -66%
FHC
824
First Horizon Corporation
Tennessee
$10K
WFA
825
WestHill Financial Advisors
California
$10K +$9.15K +64 New

IBB Hedge Fund Activity: Q4 2020 in Review

856 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2020, worth a combined $8.9B — up 21% from $7.36B a quarter earlier.

Buyers outnumbered sellers: 143 funds opened new IBB positions and 58 closed out — a net gain of 85 holders — while 265 added to existing stakes and 269 trimmed.

The largest buyer was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, adding an estimated $643M. The largest seller was BNP Paribas Financial Markets, cutting an estimated $391M.

  • 856 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2020, up from 784 in Q3 2020.
  • Funds reported $8.9B of iShares Biotechnology ETF stock for Q4 2020, up 21% quarter-over-quarter.
  • 143 funds opened new iShares Biotechnology ETF positions in Q4 2020 and 58 closed out, a net change of +85 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2020 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $643M added.
  • The largest iShares Biotechnology ETF seller in Q4 2020 was BNP Paribas Financial Markets, an estimated $391M sold.

Based on aggregated 13F filings for Q4 2020.