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iShares Biotechnology ETF

962 hedge funds and large institutions have $6.38B invested in iShares Biotechnology ETF in 2021 Q4 according to their latest regulatory filings, with 186 funds opening new positions, 308 increasing their positions, 248 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

182% more first-time investments, than exits

New positions opened: 186 | Existing positions closed: 66

25% more funds holding in top 10

Funds holding in top 10: 810 (+2)

24% more repeat investments, than reductions

Existing positions increased: 308 | Existing positions reduced: 248

13% more funds holding

Funds holding: 855962 (+107)

11% more call options, than puts

Call options by funds: $453M | Put options by funds: $409M

3.62% less ownership

Funds ownership: 66.96%63.34% (-3.6%)

10% less capital invested

Capital invested by funds: $7.1B → $6.38B (-$720M)

Holders
962
Holders Change
+107
Holders Change %
+12.51%
% of All Funds
14.8%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.15%
New
186
Increased
308
Reduced
248
Closed
66
Calls
$453M
Puts
$409M
Net Calls
+$43.6M
Net Calls Change
+$34.3M
Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
851
Plante Moran Financial Advisors
Michigan
$41K +$16.3K +105 +65%
AIP
852
Ahrens Investment Partners
Louisiana
$41K +$42K +271 New
DI
853
Disciplined Investments
Oklahoma
$39K
FP
854
Financial Perspectives
Minnesota
$38.2K
Walleye Trading
855
Walleye Trading
New York
$38K -$778K -5,023 -95%
CPA
856
Cardiff Park Advisors
California
$38K +$38.6K +249 New
DHGWA
857
Dixon Hughes Goodman Wealth Advisors
North Carolina
$38K +$38.6K +249 New
DA
858
DCM Advisors
New York
$38K +$38.7K +250 New
AAMA
859
Advanced Asset Management Advisors
Ohio
$37K
KFI
860
Key Financial Inc
Pennsylvania
$37K +$7.74K +50 +26%
RMC
861
Resources Management Corp
Connecticut
$36K
FNBOSM
862
First National Bank of South Miami
Florida
$34K
SFG
863
Steward Financial Group
Texas
$34K +$35.5K +229 New
RIA
864
Richwood Investment Advisors
Ohio
$32K +$32.5K +210 New
GI
865
Gradient Investments
Minnesota
$31K +$15.5K +100 +99%
FFWM
866
Future Financial Wealth Management
Ohio
$30K +$31K +200 New
GEA
867
Glen Eagle Advisors
New Jersey
$29.9K
OHWP
868
Oak Harbor Wealth Partners
North Carolina
$29K +$29.3K +189 New
PCA
869
Providence Capital Advisors
North Carolina
$28K
QCG
870
Quadrant Capital Group
Ohio
$28K
EWM
871
Evermay Wealth Management
Virginia
$28K +$7.74K +50 +38%
SWA
872
Sutton Wealth Advisors
Florida
$27.9K
CFN
873
Cordasco Financial Network
Florida
$26K -$20K -129 -43%
CWM
874
Cedar Wealth Management
California
$26K
CIR
875
Clear Investment Research
Georgia
$25K

IBB Hedge Fund Activity: Q4 2021 in Review

962 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2021, worth a combined $6.38B — down 10% from $7.1B a quarter earlier.

Buyers outnumbered sellers: 186 funds opened new IBB positions and 66 closed out — a net gain of 120 holders — while 308 added to existing stakes and 248 trimmed.

The largest buyer was Citigroup, adding an estimated $117M. The largest seller was Barclays, cutting an estimated $203M.

  • 962 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2021, up from 855 in Q3 2021.
  • Funds reported $6.38B of iShares Biotechnology ETF stock for Q4 2021, down 10% quarter-over-quarter.
  • 186 funds opened new iShares Biotechnology ETF positions in Q4 2021 and 66 closed out, a net change of +120 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2021 was Citigroup, an estimated $117M added.
  • The largest iShares Biotechnology ETF seller in Q4 2021 was Barclays, an estimated $203M sold.

Based on aggregated 13F filings for Q4 2021.