We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

288 hedge funds and large institutions have $4.56B invested in iShares Biotechnology ETF in 2014 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 90 increasing their positions, 96 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

41% more capital invested

Capital invested by funds: $3.24B → $4.56B (+$1.32B)

28% more first-time investments, than exits

New positions opened: 55 | Existing positions closed: 43

5% more funds holding in top 10

Funds holding in top 10: 1920 (+1)

4% more funds holding

Funds holding: 277288 (+11)

6% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 96

17% less call options, than puts

Call options by funds: $614M | Put options by funds: $735M

Holders
288
Holders Change
+11
Holders Change %
+3.97%
% of All Funds
8.32%
Holding in Top 10
20
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+5.26%
% of All Funds
0.58%
New
55
Increased
90
Reduced
96
Closed
43
Calls
$614M
Puts
$735M
Net Calls
-$122M
Net Calls Change
+$144M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
176
MUFG Americas
New York
$686K
AI
177
Atria Investments
North Carolina
$669K +$105K +1,266 +18%
BCM
178
Barometer Capital Management
Ontario, Canada
$661K +$700K +8,400 New
MWP
179
MYCIO Wealth Partners
Pennsylvania
$652K
ST
180
Semper Trust
Pennsylvania
$644K
WHI
181
William Harris Investors
Illinois
$628K -$178K -2,142 -21%
ACS
182
Archford Capital Strategies
Illinois
$601K +$635K +7,623 New
AW
183
ACG Wealth
Georgia
$591K +$14K +168 +2%
DLCIG
184
D.L. Carlson Investment Group
New Hampshire
$585K -$3.46M -41,493 -85%
PP
185
Patten & Patten
Tennessee
$549K +$581K +6,972 New
NFC
186
Northeast Financial Consultants
Connecticut
$518K +$547K +6,570 New
FVCM
187
F&V Capital Management
Florida
$504K
EA
188
Elm Advisors
California
$498K
EB
189
Eastern Bank
Massachusetts
$473K -$125K -1,500 -20%
MGIA
190
Moneta Group Investment Advisors
Missouri
$473K
WS
191
Wedbush Securities
California
$464K +$38.7K +465 +9%
GBA
192
Garrison Bradford & Associates
New York
$463K +$125K +1,500 +34%
BRWM
193
B. Riley Wealth Management
Tennessee
$462K +$488K +5,862 New
WT
194
Whittier Trust
California
$439K
WBG
195
Wharton Business Group
Pennsylvania
$431K +$456K +5,475 New
BNP Paribas Financial Markets
196
BNP Paribas Financial Markets
France
$429K +$466K +5,589 New
Neuberger Berman Group
197
Neuberger Berman Group
New York
$414K -$40.5K -486 -8%
AWP
198
Ascent Wealth Partners
New York
$398K +$420K +5,043 New
BRWA
199
B. Riley Wealth Advisors
Florida
$394K +$70K +840 +20%
EFS
200
Essex Financial Services
Connecticut
$386K +$408K +4,899 New

IBB Hedge Fund Activity: Q1 2014 in Review

288 of the 3,462 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q1 2014, worth a combined $4.56B — up 41% from $3.24B a quarter earlier.

Buyers outnumbered sellers: 55 funds opened new IBB positions and 43 closed out — a net gain of 12 holders — while 90 added to existing stakes and 96 trimmed.

The largest buyer was Citigroup, adding an estimated $228M. The largest seller was Bank of Nova Scotia, cutting an estimated $58.3M.

  • 288 institutional investors held iShares Biotechnology ETF (IBB) as of Q1 2014, up from 277 in Q4 2013.
  • Funds reported $4.56B of iShares Biotechnology ETF stock for Q1 2014, up 41% quarter-over-quarter.
  • 55 funds opened new iShares Biotechnology ETF positions in Q1 2014 and 43 closed out, a net change of +12 holders.
  • The largest iShares Biotechnology ETF buyer in Q1 2014 was Citigroup, an estimated $228M added.
  • The largest iShares Biotechnology ETF seller in Q1 2014 was Bank of Nova Scotia, an estimated $58.3M sold.

Based on aggregated 13F filings for Q1 2014.