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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
ADL
901
Asset Dedication LLC
California
$15K
CIAS
902
Capital Investment Advisory Services
North Carolina
$15K +$3.41K +22 +29%
HFM
903
Hartford Financial Management
Connecticut
$15K +$10.8K +70 +233%
PO
904
Private Ocean
California
$14K
SIAP
905
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$14K
SCA
906
Sandy Cove Advisors
Massachusetts
$14K +$14.7K +95 New
CFFP
907
Center for Financial Planning
Michigan
$13K
SN
908
Sittner & Nelson
Oregon
$12K
MBFW
909
Morton Brown Family Wealth
Pennsylvania
$12K +$12.1K +78 New
CCM
910
Covington Capital Management
California
$11K
FWM
911
Focused Wealth Management
New York
$11K
MCM
912
Manchester Capital Management
Vermont
$11K
SMA
913
Sage Mountain Advisors
Georgia
$11K
AIA
914
Armor Investment Advisors
North Carolina
$10K -$2.94K -19 -22%
FFA
915
Founders Financial Alliance
North Carolina
$10K
PP
916
Pacifica Partners
Canada
$10K
WFA
917
WestHill Financial Advisors
California
$10K
SIC
918
Salem Investment Counselors
North Carolina
$8K -$11.6K -75 -60%
TWA
919
TCI Wealth Advisors
Arizona
$8K -$8.05K -52 -50%
LPWM
920
Lake Point Wealth Management
Texas
$8K -$7.74K -50 -50%
HIM
921
HawsGoodwin Investment Management
Tennessee
$8K
LFASL
922
Lugano Financial Advisors SA (LFA)
Switzerland
$8K
LWA
923
Lowe Wealth Advisors
Maryland
$8K +$4.64K +30 +120%
IBOK
924
Independence Bank of Kentucky
Kentucky
$8K +$7.74K +50 New
OSNBOA
925
Old Second National Bank of Aurora
Illinois
$8K +$7.9K +51 New

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.