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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
PFA
926
Pettinga Financial Advisors
Indiana
-$202K -1,730 Closed
BFIC
927
Bedell Frazier Investment Counselling
California
-$201K -1,719 Closed
RA
928
RFG Advisory
Alabama
-$217K -1,664 Closed
EC
929
Estate Counselors
Wisconsin
-$162K -1,390 Closed
FA
930
Flagstar Advisors
New York
-$152K -1,303 Closed
SWM
931
Selective Wealth Management
Virginia
-$140K -1,200 Closed
AIP
932
Almanack Investment Partners
Pennsylvania
-$126K -1,076 Closed
HGERS
933
Householder Group Estate & Retirement Specialist
Arizona
-$75K -645 Closed
GWSG
934
GPS Wealth Strategies Group
Colorado
-$59K -508 Closed
CWM
935
Castle Wealth Management
Florida
-$55K -470 Closed
BSSFA
936
Baron Silver Stevens Financial Advisors
Florida
-$11.7K -366 Closed
BBPWM
937
Blue Bell Private Wealth Management
Pennsylvania
-$37K -318 Closed
WWMSC
938
Wagner Wealth Management (South Carolina)
South Carolina
-$20K -170 Closed
CWM
939
Cedar Wealth Management
California
-$20K -168 Closed
SPWG
940
Sage Private Wealth Group
Illinois
-$18K -155 Closed
IAMOG
941
Investors Asset Management of Georgia
Georgia
-$14K -120 Closed
AssetMark Inc
942
AssetMark Inc
California
-$6K -51 Closed
QCG
943
Quadrant Capital Group
Ohio
-$5K -40 Closed
BEI
944
Benjamin Edwards Inc
Missouri
-$4K -35 Closed
RDFA
945
Ritter Daniher Financial Advisory
Ohio
-$4K -35 Closed
CWAF
946
Core Wealth Advisors (Florida)
Florida
-$4K -33 Closed
TC
947
Trust Company
Kansas
-$3K -26 Closed
CAAS
948
Capital Asset Advisory Services
Michigan
-$2K -16 Closed

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.