IBB icon

iShares Biotechnology ETF
IBB

Overview Fund Activity

253 hedge funds and large institutions have $2.6B invested in iShares Biotechnology ETF in 2013 Q3 according to their latest regulatory filings, with 44 funds opening new positions, 86 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
253
Holders Change
+21
Holders Change %
+9.05%
% of All Funds
8.21%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.39%
New
44
Increased
86
Reduced
76
Closed
21
Calls
$184M
Puts
$147M
Net Calls
+$37.3M
Net Calls Change
+$123M

Top Buyers

1
BTS
BB&T Securities
Virginia
$109M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$31M
3
Deutsche Bank
Deutsche Bank
Germany
$97.9M
4
TCM
Tekla Capital Management
Massachusetts
$17.6M
5
U
UBS
Switzerland
$142M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$224M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$27.9M
3
CS
Credit Suisse
Switzerland
$912K
4
Allianz Asset Management
Allianz Asset Management
Germany
$115M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$48.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BUB
201
BBVA USA Bancshares
Texas
$260K – – –
1SB
202
1ST Source Bank
Indiana
$259K – – –
WP
203
WMS Partners
Maryland
$256K +$14.7K +210 +6%
FFSOTS
204
Fiduciary Financial Services of The Southwest
Texas
$255K – – –
STIA
205
Stone Toro Investment Advisers
New Jersey
$252K +$252K +3,600 New
MIM
206
Macroview Investment Management
Maryland
$241K -$147K -2,100 -38%
PAI
207
Pittenger & Anderson Inc
Nebraska
$240K +$240K +3,435 New
BRWA
208
B. Riley Wealth Advisors
Florida
$238K +$2.94K +42 +1%
CC
209
Columbia Capital
California
$232K +$232K +3,306 New
CFB
210
Cullen/Frost Bankers
Texas
$216K +$216K +3,087 New
SBH
211
Segall Bryant & Hamill
Illinois
$216K +$216K +3,096 New
BFA
212
Beaumont Financial Advisors
Massachusetts
$215K +$215K +3,075 New
Thrivent Financial for Lutherans
213
Thrivent Financial for Lutherans
Minnesota
$210K +$210K +3,000 New
BJL
214
Brighton Jones LLC
Washington
$210K +$210K +3,000 New
FCCM
215
First City Capital Management
Georgia
$209K +$209K +2,994 New
NCMW
216
Northern Capital Management (Wisconsin)
Wisconsin
$208K +$208K +2,970 New
CCM
217
Condor Capital Management
New Jersey
$208K +$208K +2,970 New
CTC
218
Central Trust Company
Missouri
$163K +$157K +2,250 +2,586%
RIA
219
Regal Investment Advisors
Michigan
$144K +$23K +330 +19%
CFA
220
Carroll Financial Associates
North Carolina
$142K -$1.04K -15 -0.7%
WTC
221
WhitTier Trust Company
Nevada
$136K – – –
AFC
222
AFT Forsyth & Company
Florida
$132K +$52.1K +744 +65%
Credit Agricole
223
Credit Agricole
France
$129K +$129K +1,845 New
MWP
224
MYCIO Wealth Partners
Pennsylvania
$109K – – –
EWM
225
Elite Wealth Management
Washington
$104K +$104K +1,482 New
7 8
9
10 11