We are live on ! Find out more
IBB icon

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
AWM
76
Avondale Wealth Management
Texas
$8.2M -$159K -1,025 -2%
CGA
77
Crescent Grove Advisors
Illinois
$8.19M +$1.28M +8,272 +18%
NRS
78
Neville Rodie & Shaw
New York
$8.16M -$129K -835 -2%
AGAM
79
Audent Global Asset Management
California
$8.15M +$8.27M +53,392 New
BAAM
80
Baker Avenue Asset Management
California
$8M +$692K +4,469 +9%
SPIA
81
Steward Partners Investment Advisory
New York
$7.96M +$223K +1,440 +3%
BHCM
82
Boulder Hill Capital Management
New York
$7.95M +$8.07M +52,100 New
PSUF
83
People's United Financial
Connecticut
$7.91M -$6.33M -40,875 -44%
PA
84
Pinnacle Associates
New York
$7.82M +$25.5K +165 +0.3%
FFWA
85
FRG Family Wealth Advisors
Washington
$7.7M -$928K -5,992 -11%
KIA
86
KCM Investment Advisors
California
$7.67M -$117K -757 -1%
KAS
87
Kestra Advisory Services
Texas
$7.56M -$1.35M -8,715 -15%
SIG
88
Spinnaker Investment Group
California
$7.3M +$8.59M +55,468 New
PAG
89
Private Advisor Group
New Jersey
$7.21M +$211K +1,360 +3%
HCMG
90
Howard Capital Management Group
California
$7.08M -$23.2K -150 -0.3%
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$7.06M +$1.25M +8,043 +21%
Creative Planning
92
Creative Planning
Kansas
$7.02M -$140K -905 -2%
MCM
93
MAI Capital Management
Ohio
$7M +$4.99M +32,221 +236%
CTA
94
Colonial Trust Advisors
South Carolina
$6.76M +$18.7K +121 +0.3%
BPA
95
Beacon Pointe Advisors
California
$6.75M -$239K -1,542 -3%
M
96
MOTCO
Texas
$6.73M +$150K +972 +2%
Northern Trust
97
Northern Trust
Illinois
$6.66M +$989K +6,385 +17%
Fifth Third Bancorp
98
Fifth Third Bancorp
Ohio
$6.57M +$156K +1,009 +2%
SAM
99
SP Asset Management
California
$6.47M +$561K +3,622 +8%
MAM
100
Madison Asset Management
Wisconsin
$6.44M -$2.59M -16,725 -28%

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.