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
AIA
826
Armor Investment Advisors
North Carolina
$14K
CHA
827
Carmichael Hill & Associates
Maryland
$14K
CFFP
828
Center for Financial Planning
Michigan
$14K
SN
829
Sittner & Nelson
Oregon
$13K
HF
830
Halpern Financial
Virginia
$12.9K
CIAS
831
Capital Investment Advisory Services
North Carolina
$12K -$6.16K -40 -35%
FWM
832
Focused Wealth Management
New York
$12K
MCM
833
Manchester Capital Management
Vermont
$12K
SMA
834
Sage Mountain Advisors
Georgia
$12K
LPWM
835
Lake Point Wealth Management
Texas
$12K +$11.6K +75 New
SFSIG
836
San Francisco Sentry Investment Group
California
$11K -$92.4K -600 -90%
FFA
837
Founders Financial Alliance
North Carolina
$11K
PP
838
Pacifica Partners
Canada
$11K
TWA
839
TCI Wealth Advisors
Arizona
$8K -$30.8K -200 -80%
EI
840
Ellevest Inc
New York
$7K -$57K -370 -90%
JWM
841
Janiczek Wealth Management
Colorado
$7K
RDFA
842
Ritter Daniher Financial Advisory
Ohio
$6K
PMFA
843
Plante Moran Financial Advisors
Michigan
$5K -$5.85K -38 -56%
BCA
844
Berman Capital Advisors
Georgia
$5K
FI
845
FormulaFolio Investments
Michigan
$5K
HFM
846
Hartford Financial Management
Connecticut
$5K
AIP
847
Ameritas Investment Partners
Nebraska
$4K
GWMIA
848
Global Wealth Management Investment Advisory
Florida
$4K
LWA
849
Lowe Wealth Advisors
Maryland
$4K
RAM
850
Riggs Asset Management
Pennsylvania
$4K

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.