We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

646 hedge funds and large institutions have $5.66B invested in iShares Biotechnology ETF in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 182 increasing their positions, 247 reducing their positions, and 82 closing their positions.

New
Increased
Maintained
Reduced
Closed

3.71% more ownership

Funds ownership: 71.65%75.36% (+3.7%)

2% more capital invested

Capital invested by funds: $5.57B → $5.66B (+$89.3M)

4% less funds holding

Funds holding: 670646 (-24)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

17% less first-time investments, than exits

New positions opened: 68 | Existing positions closed: 82

26% less repeat investments, than reductions

Existing positions increased: 182 | Existing positions reduced: 247

35% less call options, than puts

Call options by funds: $560M | Put options by funds: $859M

Holders
646
Holders Change
-24
Holders Change %
-3.58%
% of All Funds
14.03%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.3%
New
68
Increased
182
Reduced
247
Closed
82
Calls
$560M
Puts
$859M
Net Calls
-$299M
Net Calls Change
-$113M
Name Holding Trade Value Shares
Change
Change in
Stake
ANB
176
Amarillo National Bank
Texas
$1.82M
Bank of Nova Scotia
177
Bank of Nova Scotia
Ontario, Canada
$1.8M +$37.9K +356 +2%
First Trust Advisors
178
First Trust Advisors
Illinois
$1.76M -$27.5K -259 -2%
SF
179
Synovus Financial
Georgia
$1.72M -$29.6K -278 -2%
WB
180
Webster Bank
Connecticut
$1.71M -$21.3K -200 -1%
CS
181
Cannell & Spears
New York
$1.7M
OWA
182
Outlook Wealth Advisors
Texas
$1.69M +$419K +3,937 +34%
EIP
183
Ellis Investment Partners
Pennsylvania
$1.67M -$27.4K -258 -2%
TCM
184
Towercrest Capital Management
Pennsylvania
$1.65M -$159K -1,499 -9%
MIAN
185
Mariner Independent Advisor Network
Kansas
$1.65M -$129K -1,211 -7%
Lido Advisors
186
Lido Advisors
California
$1.64M +$15.1K +142 +1%
BCM
187
BTR Capital Management
California
$1.61M -$79.8K -750 -5%
Fifth Third Bancorp
188
Fifth Third Bancorp
Ohio
$1.61M +$151K +1,424 +11%
WCM
189
Windham Capital Management
Massachusetts
$1.6M
GLLW
190
Graves Light Lenhart Wealth
Virginia
$1.6M
TCM
191
Traynor Capital Management
Pennsylvania
$1.59M +$3.08K +29 +0.2%
TWM
192
Torch Wealth Management
Ohio
$1.59M -$14.9K -140 -0.9%
NEPWA
193
New England Private Wealth Advisors
Massachusetts
$1.59M -$2.55K -24 -0.2%
HSBC Holdings
194
HSBC Holdings
United Kingdom
$1.53M -$4.16M -39,132 -74%
CAPTRUST Financial Advisors
195
CAPTRUST Financial Advisors
North Carolina
$1.53M +$21.6K +203 +1%
WLIM
196
White Lighthouse Investment Management
Massachusetts
$1.51M -$21.3K -200 -1%
Carson Wealth (CWM LLC)
197
Carson Wealth (CWM LLC)
Nebraska
$1.51M
WB
198
WesBanco Bank
West Virginia
$1.51M
AWM
199
AE Wealth Management
Kansas
$1.5M +$867K +8,155 +146%
BRWA
200
B. Riley Wealth Advisors
Florida
$1.5M +$19.3K +181 +1%

IBB Hedge Fund Activity: Q2 2019 in Review

646 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2019, worth a combined $5.66B — up 1.6% from $5.57B a quarter earlier.

Sellers outnumbered buyers: 82 funds closed out of IBB and 68 opened new positions — a net loss of 14 holders — while 247 trimmed existing stakes and 182 added.

The largest buyer was Bank of America, adding an estimated $305M. The largest seller was Goldman Sachs, cutting an estimated $120M.

  • 646 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2019, down from 670 in Q1 2019.
  • Funds reported $5.66B of iShares Biotechnology ETF stock for Q2 2019, up 1.6% quarter-over-quarter.
  • 68 funds opened new iShares Biotechnology ETF positions in Q2 2019 and 82 closed out, a net change of -14 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2019 was Bank of America, an estimated $305M added.
  • The largest iShares Biotechnology ETF seller in Q2 2019 was Goldman Sachs, an estimated $120M sold.

Based on aggregated 13F filings for Q2 2019.