We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

277 hedge funds and large institutions have $3.24B invested in iShares Biotechnology ETF in 2013 Q4 according to their latest regulatory filings, with 53 funds opening new positions, 88 increasing their positions, 94 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

104% more first-time investments, than exits

New positions opened: 53 | Existing positions closed: 26

58% more funds holding in top 10

Funds holding in top 10: 1219 (+7)

25% more capital invested

Capital invested by funds: $2.6B → $3.24B (+$642M)

9% more funds holding

Funds holding: 253277 (+24)

6% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 94

60% less call options, than puts

Call options by funds: $177M | Put options by funds: $443M

Holders
277
Holders Change
+24
Holders Change %
+9.49%
% of All Funds
8.04%
Holding in Top 10
19
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+58.33%
% of All Funds
0.55%
New
53
Increased
88
Reduced
94
Closed
26
Calls
$177M
Puts
$443M
Net Calls
-$266M
Net Calls Change
-$303M
Name Holding Trade Value Shares
Change
Change in
Stake
IT
151
Investors Trust
Texas
$891K +$770K +10,848 New
FIG
152
Fortress Investment Group
New York
$863K +$809K +11,400 New
BPBT
153
Boston Private Bank & Trust
Massachusetts
$840K +$153K +2,160 +24%
BC
154
Bartlett & Co
Ohio
$829K +$21.3K +300 +3%
Schroder Investment Management Group
155
Schroder Investment Management Group
United Kingdom
$806K -$637K -8,985 -46%
DP
156
Dearborn Partners
Illinois
$796K +$231K +3,258 +45%
RIA
157
Regal Investment Advisors
Michigan
$786K +$590K +8,322 +403%
CC
158
Courier Capital
New York
$779K +$130K +1,830 +22%
CC
159
Columbia Capital
California
$773K +$490K +6,912 +209%
WHI
160
William Harris Investors
Illinois
$765K
Fifth Third Bancorp
161
Fifth Third Bancorp
Ohio
$752K -$196K -2,757 -22%
ICAS
162
Investors Capital Advisory Services
Massachusetts
$732K +$44.5K +627 +7%
TCM
163
Telos Capital Management
California
$722K -$8.51K -120 -1%
MAS
164
Madden Advisory Services
Florida
$705K +$328K +4,620 +99%
IHL
165
Investment House LLC
California
$698K +$21.3K +300 +3%
Invesco
166
Invesco
Georgia
$680K -$40.4K -570 -6%
MHS
167
M Holdings Securities
Oregon
$680K +$637K +8,985 New
SI
168
Stephens Inc
Arkansas
$675K -$26.8K -378 -4%
Millennium Management
169
Millennium Management
New York
$673K +$631K +8,889 New
US Bancorp
170
US Bancorp
Minnesota
$668K +$173K +2,433 +38%
WF
171
WealthTrust Fairport
Ohio
$665K +$102K +1,431 +19%
MA
172
MUFG Americas
New York
$658K
WT
173
Wilmington Trust
Delaware
$658K +$37.2K +525 +6%
HCA
174
Harbour Capital Advisors
Virginia
$648K
KIA
175
KCM Investment Advisors
California
$647K +$607K +8,553 New

IBB Hedge Fund Activity: Q4 2013 in Review

277 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q4 2013, worth a combined $3.24B — up 25% from $2.6B a quarter earlier.

Buyers outnumbered sellers: 53 funds opened new IBB positions and 26 closed out — a net gain of 27 holders — while 88 added to existing stakes and 94 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $192M. The largest seller was Allianz Asset Management, exiting entirely with an estimated $115M sold.

  • 277 institutional investors held iShares Biotechnology ETF (IBB) as of Q4 2013, up from 253 in Q3 2013.
  • Funds reported $3.24B of iShares Biotechnology ETF stock for Q4 2013, up 25% quarter-over-quarter.
  • 53 funds opened new iShares Biotechnology ETF positions in Q4 2013 and 26 closed out, a net change of +27 holders.
  • The largest iShares Biotechnology ETF buyer in Q4 2013 was Goldman Sachs, an estimated $192M added.
  • The largest iShares Biotechnology ETF seller in Q4 2013 was Allianz Asset Management, an estimated $115M sold.

Based on aggregated 13F filings for Q4 2013.