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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
AWM
801
Avior Wealth Management
Nebraska
$30K
CAM
802
Close Asset Management
United Kingdom
$30K
FNBOSM
803
First National Bank of South Miami
Florida
$30K
DI
804
Disciplined Investments
Oklahoma
$28.7K -$4.65K -36 -14%
AAG
805
Armstrong Advisory Group
Massachusetts
$26.4K +$26K +201 New
MIM
806
Macroview Investment Management
Maryland
$26K +$25.6K +198 New
MTIC
807
Missouri Trust & Investment Company
Missouri
$25K -$46.5K -360 -65%
JIR
808
James Investment Research
Ohio
$25K
OHWP
809
Oak Harbor Wealth Partners
North Carolina
$24.8K
PCA
810
Providence Capital Advisors
North Carolina
$24.3K
SWA
811
Sutton Wealth Advisors
Florida
$23.6K
PFA
812
Pathway Financial Advisers
Indiana
$23.2K +$22.9K +177 New
MHR
813
Matthew Hamilton Rosenberg
$21.2K
GCM
814
Gables Capital Management
Florida
$19.7K
FMII
815
Farmers & Merchants Investments Inc
Nebraska
$19.6K
WFA
816
West Financial Advisors
Iowa
$19.4K
GIA
817
GHP Investment Advisors
Colorado
$19K
BBHC
818
Brown Brothers Harriman & Co
New York
$18.6K -$388 -3 -2%
JFG
819
JDM Financial Group
Texas
$18.2K +$18K +139 New
VWM
820
Valley Wealth Managers
New Jersey
$18.1K
CAL
821
Capital Analysts LLC
Pennsylvania
$18K
CSPIA
822
Cary Street Partners Investment Advisory
Virginia
$18K +$17.7K +137 New
RMC
823
Resources Management Corp
Connecticut
$17K
NIC
824
Northwest Investment Counselors
Oregon
$16.7K -$32.3K -250 -66%
WFA
825
Wells Financial Advisors
Massachusetts
$16.1K

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.