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
CAGAS
1001
Capital Advisory Group Advisory Services
Minnesota
-$221K -1,368 Closed
FMN
1002
Financial Management Network
California
-$212K -1,359 Closed
KNW
1003
Kesler Norman & Wride
Utah
-$213K -1,317 Closed
ACP
1004
Aviance Capital Partners
Florida
-$210K -1,300 Closed
WCWM
1005
Willow Creek Wealth Management
California
-$208K -1,284 Closed
CGH
1006
CMG Global Holdings
Texas
-$206K -1,276 Closed
QT
1007
Quantbot Technologies
New York
-$156K -966 Closed
FA
1008
Flagstar Advisors
New York
-$148K -916 Closed
SFP
1009
Sterling Financial Planning
New Jersey
-$113K -699 Closed
GPA
1010
Guidance Point Advisors
Massachusetts
-$94K -582 Closed
EFSCE
1011
Enterprise Financial Services Corp (EFSC)
Missouri
-$85K -525 Closed
PCM
1012
Pinz Capital Management
New York
-$81K -500 Closed
CCP
1013
Clarkston Capital Partners
Michigan
-$67K -417 Closed
EBA
1014
Eagle Bay Advisors
New York
-$54K -330 Closed
BCM
1015
Bourgeon Capital Management
Connecticut
-$52K -320 Closed
NG
1016
NWK Group
California
-$39K -240 Closed
HA
1017
Herold Advisors
New York
-$32K -200 Closed
CPC
1018
Consolidated Planning Corp
Georgia
-$32K -198 Closed
CB
1019
Community Bank
New York
-$24K -150 Closed
JCM
1020
Jacobi Capital Management
Pennsylvania
-$22K -135 Closed
WLPWM
1021
Walled Lake Planning & Wealth Management
Illinois
-$21K -128 Closed
PWA
1022
Phoenix Wealth Advisors
North Carolina
-$16K -100 Closed
HF
1023
Halpern Financial
Virginia
-$6.47K -40 Closed
ZB
1024
Zions Bancorporation
Utah
-$3K -20 Closed
IF
1025
Ironwood Financial
Arizona
-$2K -11 Closed

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.