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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
RG
876
Retirement Group
California
$5K +$4.52K +35 New
HFS
877
Hantz Financial Services
Michigan
$4K
AIP
878
Ameritas Investment Partners
Nebraska
$3.94K
WOSD
879
WFA of San Diego
California
$3.94K +$3.88K +30 New
CP
880
Castleview Partners
Texas
$3.68K
MIM
881
MTM Investment Management
South Carolina
$3.68K
MFC
882
Morris Financial Concepts
South Carolina
$3.54K
LWA
883
Lowe Wealth Advisors
Maryland
$3.28K
CAS
884
Coppell Advisory Solutions
Texas
$3.16K +$3.1K +24 New
CASC
885
Coppell Advisory Solutions Corp
Texas
$3.16K +$3.1K +24 New
SIS
886
Sound Income Strategies
Florida
$3.15K -$5.3K -41 -63%
LWANC
887
Laurel Wealth Advisors (North Carolina)
North Carolina
$2.63K
NC
888
NewSquare Capital
Pennsylvania
$2.63K +$2.58K +20 New
AWM
889
Align Wealth Management
Oklahoma
$2.22K +$2.46K +19 New
FIM
890
FWL Investment Management
Texas
$2.1K
EAM
891
Empirical Asset Management
Massachusetts
$2.05K +$2.02M +15,629 New
C
892
Covestor
United Kingdom
$2K
LFA
893
LGT Financial Advisors
Texas
$1.71K +$1.68K +13 New
BL
894
Balentine LLC
Georgia
$1.57K -$646 -5 -29%
PA
895
PSI Advisors
Florida
$1.57K
WIM
896
Westside Investment Management
California
$1.54K -$87.6K -678 -5%
CAM
897
CenterStar Asset Management
Illinois
$1.33K
EE
898
EWG Elevate
California
$919 +$905 +7 New
Twin Tree Management
899
Twin Tree Management
Texas
$788 -$590K -4,569 -100%
AWM
900
Aspire Wealth Management
Massachusetts
$529

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.