We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

863 hedge funds and large institutions have $7.66B invested in iShares Biotechnology ETF in 2021 Q2 according to their latest regulatory filings, with 97 funds opening new positions, 280 increasing their positions, 257 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more funds holding in top 10

Funds holding in top 10: 813 (+5)

39% more first-time investments, than exits

New positions opened: 97 | Existing positions closed: 70

2% more funds holding

Funds holding: 845863 (+18)

9% more repeat investments, than reductions

Existing positions increased: 280 | Existing positions reduced: 257

0% less capital invested

Capital invested by funds: $7.67B → $7.66B (-$7.57M)

2% less call options, than puts

Call options by funds: $498M | Put options by funds: $510M

5.9% less ownership

Funds ownership: 76.67%70.77% (-5.9%)

Holders
863
Holders Change
+18
Holders Change %
+2.13%
% of All Funds
15.02%
Holding in Top 10
13
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+62.5%
% of All Funds
0.23%
New
97
Increased
280
Reduced
257
Closed
70
Calls
$498M
Puts
$510M
Net Calls
-$12.3M
Net Calls Change
+$483M
Name Holding Trade Value Shares
Change
Change in
Stake
CB
801
Community Bank
New York
$25K -$2.46K -16 -10%
GCM
802
Gables Capital Management
Florida
$25K
SPWG
803
Sage Private Wealth Group
Illinois
$25K
LFG
804
Larson Financial Group
Missouri
$25K +$5.85K +38 +33%
SB
805
Strategic Blueprint
Georgia
$25K +$23.1K +150 New
JCM
806
Jacobi Capital Management
Pennsylvania
$22K
EWM
807
Evermay Wealth Management
Virginia
$22K +$20.5K +133 New
SFC
808
SYM Financial Corp
Indiana
$21K
WLPWM
809
Walled Lake Planning & Wealth Management
Illinois
$21K
CWP
810
Concord Wealth Partners
Virginia
$20K -$15.4K -100 -45%
SIC
811
Salem Investment Counselors
North Carolina
$20K
WFA
812
Wells Financial Advisors
Massachusetts
$20K
SCM
813
SevenOneSeven Capital Management
Pennsylvania
$19K
BWA
814
BDO Wealth Advisors
Florida
$18K -$3.7K -24 -18%
DAM
815
Delta Asset Management
Tennessee
$18K
MPWT
816
MassMutual Private Wealth & Trust
Connecticut
$17K -$6.93K -45 -30%
HWA
817
HHM Wealth Advisors
Tennessee
$17K
TAM
818
Townsend Asset Management
North Carolina
$17K
ADL
819
Asset Dedication LLC
California
$16K
FWM
820
Filbrandt Wealth Management
Wisconsin
$16K
PWA
821
Phoenix Wealth Advisors
North Carolina
$16K
SIM
822
Sonora Investment Management
Arizona
$16K +$3.23K +21 +28%
PO
823
Private Ocean
California
$15K -$13.7K -89 -50%
SIAP
824
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$15K
GEA
825
Glen Eagle Advisors
New Jersey
$14.8K

IBB Hedge Fund Activity: Q2 2021 in Review

863 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2021, worth a combined $7.66B — down 0.1% from $7.67B a quarter earlier.

Buyers outnumbered sellers: 97 funds opened new IBB positions and 70 closed out — a net gain of 27 holders — while 280 added to existing stakes and 257 trimmed.

The largest buyer was Ergoteles, adding an estimated $77.5M. The largest seller was Morgan Stanley, cutting an estimated $415M.

  • 863 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2021, up from 845 in Q1 2021.
  • Funds reported $7.66B of iShares Biotechnology ETF stock for Q2 2021, down 0.1% quarter-over-quarter.
  • 97 funds opened new iShares Biotechnology ETF positions in Q2 2021 and 70 closed out, a net change of +27 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2021 was Ergoteles, an estimated $77.5M added.
  • The largest iShares Biotechnology ETF seller in Q2 2021 was Morgan Stanley, an estimated $415M sold.

Based on aggregated 13F filings for Q2 2021.