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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
SN
851
Sittner & Nelson
Oregon
$10.1K
CB
852
Centennial Bank
Arkansas
$10.1K +$9.95K +77 New
BHWM
853
Beaird Harris Wealth Management
Texas
$9.92K
MCM
854
Manchester Capital Management
Vermont
$9.85K
SMA
855
Sage Mountain Advisors
Georgia
$9.85K
FFL
856
Financial Freedom LLC
Ohio
$9.85K +$9.69K +75 New
HCM
857
Hollencrest Capital Management
California
$9.85K +$9.69K +75 New
KHC
858
Koesten Hirschmann & Crabtree
Kansas
$9.45K +$9.3K +72 New
SVCP
859
Silicon Valley Capital Partners
California
$9.32K +$9.18K +71 New
AAP
860
Arax Advisory Partners
Colorado
$8.94K -$9.3K -72 -51%
PSB
861
Piscataqua Savings Bank
New Hampshire
$8.27K
CWM
862
Consultiva Wealth Management
Puerto Rico
$7.89K +$4.14K +32 +114%
SCA
863
Stonebridge Capital Advisors
Minnesota
$7.88K
FGAM
864
Financial Gravity Asset Management
Texas
$7.71K -$225K -1,741 -93%
AF
865
Affiance Financial
Minnesota
$7.09K
WFA
866
WestHill Financial Advisors
California
$7.09K
AA
867
AlphaMark Advisors
Kentucky
$7K -$1.94K -15 -23%
FFA
868
Founders Financial Alliance
North Carolina
$6.97K
ACA
869
Atlas Capital Advisors
Wyoming
$6.83K
RAM
870
Riggs Asset Management
Pennsylvania
$6.57K +$3.88K +30 +150%
EWM
871
Evermay Wealth Management
Virginia
$6.56K -$7.5K -58 -54%
RFS
872
Retirement Financial Solutions
Tennessee
$6.3K +$6.2K +48 New
RFA
873
Register Financial Advisors
Georgia
$6K +$5.95K +46 New
JWM
874
Janiczek Wealth Management
Colorado
$5.41K
PIA
875
Powell Investment Advisors
Florida
$5.25K

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.