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iShares Biotechnology ETF

858 hedge funds and large institutions have $4.68B invested in iShares Biotechnology ETF in 2022 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 221 increasing their positions, 334 reducing their positions, and 99 closing their positions.

New
Increased
Maintained
Reduced
Closed

15% more funds holding in top 10

Funds holding in top 10: 1315 (+2)

0.64% less ownership

Funds ownership: 61.2%60.56% (-0.64%)

4% less funds holding

Funds holding: 897858 (-39)

13% less capital invested

Capital invested by funds: $5.4B → $4.68B (-$716M)

24% less first-time investments, than exits

New positions opened: 75 | Existing positions closed: 99

26% less call options, than puts

Call options by funds: $216M | Put options by funds: $294M

34% less repeat investments, than reductions

Existing positions increased: 221 | Existing positions reduced: 334

Holders
858
Holders Change
-39
Holders Change %
-4.35%
% of All Funds
14.45%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.25%
New
75
Increased
221
Reduced
334
Closed
99
Calls
$216M
Puts
$294M
Net Calls
-$77.2M
Net Calls Change
-$109M
Name Holding Trade Value Shares
Change
Change in
Stake
ACA
826
Atlas Capital Advisors
Wyoming
$6.12K +$6.17K +52 New
LFASL
827
Lugano Financial Advisors SA (LFA)
Switzerland
$6K
WFA
828
WestHill Financial Advisors
California
$6K
JWM
829
Janiczek Wealth Management
Colorado
$5K
PIA
830
Powell Investment Advisors
Florida
$5K
CWAF
831
Core Wealth Advisors (Florida)
Florida
$4K
RDFA
832
Ritter Daniher Financial Advisory
Ohio
$4K
HFS
833
Hantz Financial Services
Michigan
$4K +$3.56K +30 New
WOSD
834
WFA of San Diego
California
$4K +$3.56K +30 New
BPC
835
Banque Pictet & Cie
Switzerland
$3.75K +$431K +3,635 +13%
Bank of Montreal
836
Bank of Montreal
Ontario, Canada
$3.21K +$204K +1,719 +7%
AIP
837
Ameritas Investment Partners
Nebraska
$3K
CAAS
838
Capital Asset Advisory Services
Michigan
$3K
CWM
839
Consultiva Wealth Management
Puerto Rico
$3K
GWMIA
840
Global Wealth Management Investment Advisory
Florida
$3K
LWA
841
Lowe Wealth Advisors
Maryland
$3K
MFC
842
Morris Financial Concepts
South Carolina
$3K
TC
843
Trust Company
Kansas
$3K
TCWM
844
Total Clarity Wealth Management
Illinois
$3K +$2.61K +22 New
AssetMark Inc
845
AssetMark Inc
California
$3K +$2.97K +25 New
BL
846
Balentine LLC
Georgia
$2K
C
847
Covestor
United Kingdom
$2K
LWANC
848
Laurel Wealth Advisors (North Carolina)
North Carolina
$2K
VRM
849
Vectors Research Management
New York
$2K
RAM
850
Riggs Asset Management
Pennsylvania
$2K +$2.37K +20 New

IBB Hedge Fund Activity: Q2 2022 in Review

858 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2022, worth a combined $4.68B — down 13% from $5.4B a quarter earlier.

Sellers outnumbered buyers: 99 funds closed out of IBB and 75 opened new positions — a net loss of 24 holders — while 334 trimmed existing stakes and 221 added.

The largest buyer was Royal Bank of Canada, adding an estimated $50.1M. The largest seller was Bank of America, cutting an estimated $140M.

  • 858 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2022, down from 897 in Q1 2022.
  • Funds reported $4.68B of iShares Biotechnology ETF stock for Q2 2022, down 13% quarter-over-quarter.
  • 75 funds opened new iShares Biotechnology ETF positions in Q2 2022 and 99 closed out, a net change of -24 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2022 was Royal Bank of Canada, an estimated $50.1M added.
  • The largest iShares Biotechnology ETF seller in Q2 2022 was Bank of America, an estimated $140M sold.

Based on aggregated 13F filings for Q2 2022.