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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
LWA
926
Lenox Wealth Advisors
New York
$7K +$5.42K +35 +292%
WTA
927
Washington Trust Advisors
Massachusetts
$7K +$6.66K +43 New
JWM
928
Janiczek Wealth Management
Colorado
$6K
PIA
929
Powell Investment Advisors
Florida
$6K
RDFA
930
Ritter Daniher Financial Advisory
Ohio
$5K
CWAF
931
Core Wealth Advisors (Florida)
Florida
$5K +$5.11K +33 New
AIM
932
AHL Investment Management
Florida
$5K +$5.26K +34 New
CAAS
933
Capital Asset Advisory Services
Michigan
$4K -$99.1K -640 -96%
BWA
934
BDO Wealth Advisors
Florida
$4K -$13K -84 -77%
AIP
935
Ameritas Investment Partners
Nebraska
$4K
GWMIA
936
Global Wealth Management Investment Advisory
Florida
$4K
RAM
937
Riggs Asset Management
Pennsylvania
$4K
TCWM
938
Total Clarity Wealth Management
Illinois
$4K
TC
939
Trust Company
Kansas
$4K
C
940
Covestor
United Kingdom
$4K +$3.56K +23 New
APC
941
Aspire Private Capital
North Carolina
$4K +$3.87K +25 New
MFC
942
Morris Financial Concepts
South Carolina
$4K +$4.18K +27 New
CWM
943
Consultiva Wealth Management
Puerto Rico
$4K +$4.33K +28 New
BL
944
Balentine LLC
Georgia
$3K
VRM
945
Vectors Research Management
New York
$3K
LWANC
946
Laurel Wealth Advisors (North Carolina)
North Carolina
$3K +$3.1K +20 New
SIC
947
SJS Investment Consulting
Ohio
$3K +$3.25K +21 New
PA
948
PSI Advisors
Florida
$2K
FCT
949
First Community Trust
Iowa
$1.53K +$1.55K +10 New
RG
950
Retirement Group
California
$1K

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.