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iShares Biotechnology ETF

893 hedge funds and large institutions have $5.16B invested in iShares Biotechnology ETF in 2024 Q3 according to their latest regulatory filings, with 81 funds opening new positions, 243 increasing their positions, 319 reducing their positions, and 73 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more first-time investments, than exits

New positions opened: 81 | Existing positions closed: 73

0% less funds holding

Funds holding: 894893 (-1)

2% less capital invested

Capital invested by funds: $5.28B → $5.16B (-$124M)

3.33% less ownership

Funds ownership: 70.9%67.57% (-3.3%)

9% less funds holding in top 10

Funds holding in top 10: 1110 (-1)

24% less repeat investments, than reductions

Existing positions increased: 243 | Existing positions reduced: 319

39% less call options, than puts

Call options by funds: $496M | Put options by funds: $810M

Holders
893
Holders Change
-1
Holders Change %
-0.11%
% of All Funds
12.82%
Holding in Top 10
10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-9.09%
% of All Funds
0.14%
New
81
Increased
243
Reduced
319
Closed
73
Calls
$496M
Puts
$810M
Net Calls
-$314M
Net Calls Change
+$658M
Name Holding Trade Value Shares
Change
Change in
Stake
WBC
801
West Branch Capital
Massachusetts
$23.4K -$2.17K -15 -9%
PFBT
802
Parkside Financial Bank & Trust
Missouri
$22.4K
CA
803
Claris Advisors
Missouri
$22.1K +$22K +152 New
SWC
804
Spectrum Wealth Counsel
Indiana
$21.8K -$3.33K -23 -13%
WFA
805
West Financial Advisors
Iowa
$21.5K
LWCFA
806
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.2K
JFG
807
JDM Financial Group
Texas
$20.2K
AWM
808
Aberdeen Wealth Management
Illinois
$19.9K -$57.9K -400 -74%
PCA
809
Providence Capital Advisors
North Carolina
$19.7K
PWM
810
Partnership Wealth Management
Maryland
$18.9K
FDCP
811
Foster Dykema Cabot & Partners
Massachusetts
$18.6K +$18.5K +128 New
SFC
812
SYM Financial Corp
Indiana
$18.5K
NIC
813
Northwest Investment Counselors
Oregon
$18.5K +$18.4K +127 New
GWSG
814
GPS Wealth Strategies Group
Colorado
$18.1K -$2.75K -19 -13%
CAM
815
Chesapeake Asset Management
New York
$16.7K -$6.51K -45 -28%
CIAS
816
CBIZ Investment Advisory Services
Ohio
$16.5K -$100K -691 -86%
DAM
817
Delta Asset Management
Tennessee
$16.3K
MIM
818
Macroview Investment Management
Maryland
$15.9K +$1.01K +7 +7%
PFA
819
Pathway Financial Advisers
Indiana
$14.9K
HFM
820
Hartford Financial Management
Connecticut
$14.6K
HCP
821
Hexagon Capital Partners
Arkansas
$14.6K
IBOK
822
Independence Bank of Kentucky
Kentucky
$13.8K
T
823
Tidemark
California
$13.8K
PGAM
824
Princeton Global Asset Management
New Jersey
$13.1K -$234K -1,617 -95%
BL
825
BFSG LLC
California
$13.1K

IBB Hedge Fund Activity: Q3 2024 in Review

893 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q3 2024, worth a combined $5.16B — down 2.3% from $5.28B a quarter earlier.

Buyers outnumbered sellers: 81 funds opened new IBB positions and 73 closed out — a net gain of 8 holders — while 243 added to existing stakes and 319 trimmed.

The largest buyer was BNP Paribas Financial Markets, adding an estimated $78M. The largest seller was Goldman Sachs, cutting an estimated $259M.

  • 893 institutional investors held iShares Biotechnology ETF (IBB) as of Q3 2024, down from 894 in Q2 2024.
  • Funds reported $5.16B of iShares Biotechnology ETF stock for Q3 2024, down 2.3% quarter-over-quarter.
  • 81 funds opened new iShares Biotechnology ETF positions in Q3 2024 and 73 closed out, a net change of +8 holders.
  • The largest iShares Biotechnology ETF buyer in Q3 2024 was BNP Paribas Financial Markets, an estimated $78M added.
  • The largest iShares Biotechnology ETF seller in Q3 2024 was Goldman Sachs, an estimated $259M sold.

Based on aggregated 13F filings for Q3 2024.