We are live on ! Find out more
IBB icon

iShares Biotechnology ETF

766 hedge funds and large institutions have $7.8B invested in iShares Biotechnology ETF in 2020 Q2 according to their latest regulatory filings, with 162 funds opening new positions, 258 increasing their positions, 198 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 162 | Existing positions closed: 59

71% more funds holding in top 10

Funds holding in top 10: 1424 (+10)

53% more capital invested

Capital invested by funds: $5.09B → $7.8B (+$2.71B)

30% more repeat investments, than reductions

Existing positions increased: 258 | Existing positions reduced: 198

15% more funds holding

Funds holding: 668766 (+98)

4.17% more ownership

Funds ownership: 79.73%83.91% (+4.2%)

16% less call options, than puts

Call options by funds: $615M | Put options by funds: $736M

Holders
766
Holders Change
+98
Holders Change %
+14.67%
% of All Funds
15.71%
Holding in Top 10
24
Holding in Top 10 Change
+10
Holding in Top 10 Change %
+71.43%
% of All Funds
0.49%
New
162
Increased
258
Reduced
198
Closed
59
Calls
$615M
Puts
$736M
Net Calls
-$121M
Net Calls Change
+$249M
Name Holding Trade Value Shares
Change
Change in
Stake
MFS
201
Madrona Financial Services
Washington
$2.06M +$1.93M +15,110 New
BFEC
202
Benjamin F. Edwards & Company
Missouri
$2.06M +$424K +3,327 +28%
PP
203
Peconic Partners
New York
$2.05M +$1.91M +15,000 New
SWP
204
Stratos Wealth Partners
Ohio
$2.05M +$583K +4,573 +44%
MCM
205
Maryland Capital Management
Maryland
$2.05M +$185K +1,450 +11%
NL
206
NWAM LLC
Washington
$2.03M +$1.07M +8,360 +128%
ASN
207
Advisory Services Network
Georgia
$2.02M -$4.08K -32 -0.2%
WCM
208
Windham Capital Management
Massachusetts
$2.01M
TCM
209
Towercrest Capital Management
Pennsylvania
$2M -$127K -1,000 -6%
PFA
210
Paradigm Financial Advisors
Missouri
$1.99M +$13.6K +107 +0.7%
SCA
211
Snowden Capital Advisors
New York
$1.97M -$43.7K -343 -2%
WLIM
212
White Lighthouse Investment Management
Massachusetts
$1.94M +$3.44K +27 +0.2%
First Trust Advisors
213
First Trust Advisors
Illinois
$1.94M -$168K -1,314 -8%
BRWA
214
B. Riley Wealth Advisors
Florida
$1.9M +$73.8K +579 +4%
KWM
215
Kingsview Wealth Management
Oregon
$1.9M +$1.37M +10,737 +343%
EH
216
Equitable Holdings
New York
$1.89M +$174K +1,364 +11%
NEPWA
217
New England Private Wealth Advisors
Massachusetts
$1.89M +$1.15K +9 +0.1%
SF
218
Synovus Financial
Georgia
$1.87M -$509K -3,995 -23%
PRWA
219
Platte River Wealth Advisors
Colorado
$1.85M +$1.69M +13,242 New
BRM
220
Boston Research & Management
Massachusetts
$1.8M +$23.8K +187 +1%
MA
221
Mutual Advisors
Nebraska
$1.8M -$46.9K -368 -3%
CAPTRUST Financial Advisors
222
CAPTRUST Financial Advisors
North Carolina
$1.75M +$19.6K +154 +1%
HSBC Holdings
223
HSBC Holdings
United Kingdom
$1.73M -$232K -1,818 -13%
CS
224
Cannell & Spears
New York
$1.72M +$7.39K +58 +0.5%
FIG
225
FundX Investment Group
California
$1.71M +$1.6M +12,516 New

IBB Hedge Fund Activity: Q2 2020 in Review

766 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Biotechnology ETF (IBB) for Q2 2020, worth a combined $7.8B — up 53% from $5.09B a quarter earlier.

Buyers outnumbered sellers: 162 funds opened new IBB positions and 59 closed out — a net gain of 103 holders — while 258 added to existing stakes and 198 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $294M. The largest seller was Bank of America, cutting an estimated $158M.

  • 766 institutional investors held iShares Biotechnology ETF (IBB) as of Q2 2020, up from 668 in Q1 2020.
  • Funds reported $7.8B of iShares Biotechnology ETF stock for Q2 2020, up 53% quarter-over-quarter.
  • 162 funds opened new iShares Biotechnology ETF positions in Q2 2020 and 59 closed out, a net change of +103 holders.
  • The largest iShares Biotechnology ETF buyer in Q2 2020 was Goldman Sachs, an estimated $294M added.
  • The largest iShares Biotechnology ETF seller in Q2 2020 was Bank of America, an estimated $158M sold.

Based on aggregated 13F filings for Q2 2020.