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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
MHR
876
Matthew Hamilton Rosenberg
$25K
CHA
877
Carmichael Hill & Associates
Maryland
$24K +$10.8K +70 +83%
BFG
878
Baron Financial Group
New Jersey
$23.8K
SPWG
879
Sage Private Wealth Group
Illinois
$23K -$155 -1 -0.6%
FMII
880
Farmers & Merchants Investments Inc
Nebraska
$23K
GCM
881
Gables Capital Management
Florida
$23K
LFG
882
Larson Financial Group
Missouri
$23K
WFA
883
West Financial Advisors
Iowa
$23K +$22.9K +148 New
WFS
884
Widmann Financial Services
Maryland
$22K +$22.8K +147 New
FPWM
885
FSB Premier Wealth Management
Iowa
$22K +$23.2K +150 New
SWM
886
Sugarloaf Wealth Management
Georgia
$21K
AAP
887
Arax Advisory Partners
Colorado
$21K +$21.7K +140 New
LFA
888
Level Financial Advisors
New York
$20K +$19.8K +128 New
CTB
889
Country Trust Bank
Illinois
$19K -$30.3K -196 -61%
SFC
890
SYM Financial Corp
Indiana
$19K
WFA
891
Wells Financial Advisors
Massachusetts
$19K
PCMC
892
Paragon Capital Management (Colorado)
Colorado
$19K +$18.7K +121 New
BWP
893
Baldwin Wealth Partners
Massachusetts
$18K -$9.44K -61 -34%
SCM
894
SevenOneSeven Capital Management
Pennsylvania
$18K
JG
895
Jefferies Group
New York
$17.2K -$10.9M -70,710 -100%
DAM
896
Delta Asset Management
Tennessee
$17K
SCA
897
Stonebridge Capital Advisors
Minnesota
$17K
MPWT
898
MassMutual Private Wealth & Trust
Connecticut
$16K -$155 -1 -1%
HWA
899
HHM Wealth Advisors
Tennessee
$16K
TAM
900
Townsend Asset Management
North Carolina
$16K

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.