iShares Biotechnology ETF (IBB) Institutional Ownership

$126.49
+0.82 (+0.65%)
(As of 04/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Biotechnology ETF (NASDAQ:IBB)

Current
Institutional Ownership
Percentage
62.45%
Number of
Institutional Buyers
(last 12 months)
416
Total
Institutional Inflows
(last 12 months)
$36.65B
Number of
Institutional Sellers
(last 12 months)
399
Total
Institutional Outflows
(last 12 months)
$647.35M
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IBB Institutional Buying and Selling by Quarter

iShares Biotechnology ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/27/2024Finer Wealth Management Inc.2,148$295K0.2%N/A0.004%
4/27/2024Signature Wealth Management Partners LLC11,778$1.62M1.3%-1.8%0.021%
4/26/2024Pinnacle Associates Ltd.13,397$1.84M0.0%-1.2%0.024%
4/26/2024Sterling Investment Counsel LLC1,615$222K0.1%-8.8%0.003%
4/26/2024McGuire Investment Group LLC67,489$9.26M1.4%+0.8%0.121%
4/26/2024BLB&B Advisors LLC1,711$235K0.0%N/A0.003%
4/26/2024YHB Investment Advisors Inc.271$37K0.0%N/A0.000%
4/26/2024SlateStone Wealth LLC22,211$3.05M0.3%-15.7%0.040%
4/26/2024 Mesirow Financial Investment Management Inc.2,985$410K0.0%N/A0.005%
4/26/2024KG&L Capital Management LLC1,751$240K0.1%-5.7%0.003%
4/26/2024Meridian Wealth Management LLC4,939$678K0.1%-1.8%0.009%
4/25/2024Capital Investment Advisory Services LLC4,444$610K0.1%+3,266.7%0.008%
4/25/2024Triumph Capital Management3,779$517K0.2%-2.2%0.007%
4/25/2024Simplex Trading LLC5,172$709K0.0%N/A0.009%
4/25/2024GFS Advisors LLC1,674$230K0.0%N/A0.003%
4/25/2024 Summit Financial LLC5,732$787K0.0%N/A0.010%
4/24/2024 CENTRAL TRUST Co14,570$2.00M0.0%-0.7%0.026%
4/24/2024 Activest Wealth Management474$65K0.0%-41.7%0.001%
4/24/2024 Newbridge Financial Services Group Inc.454$62K0.0%+46.0%0.001%
4/24/2024 Dakota Wealth Management17,668$2.42M0.1%+43.5%0.032%
4/24/2024 SOL Capital Management CO29,203$4.01M0.5%-1.5%0.053%
4/24/2024 NBT Bank N A NY30,323$4.16M0.3%-1.7%0.055%
4/24/2024 Spire Wealth Management2,367$325K0.0%+31.1%0.004%
4/24/2024 Essex Financial Services Inc.7,045$967K0.1%+9.0%0.013%
4/24/2024 Bar Harbor Wealth Management16,125$2.21M0.1%+10.4%0.029%
4/23/2024 Global Retirement Partners LLC12,546$1.72M0.1%+570.2%0.023%
4/23/2024 Moody Lynn & Lieberson LLC7,605$1.04M0.1%-3.8%0.014%
4/23/2024 Community Financial Services Group LLC3,924$538K0.1%N/A0.007%
4/23/2024 Nations Financial Group Inc. IA ADV3,064$420K0.0%-17.5%0.006%
4/23/2024 Fifth Third Bancorp13,757$1.89M0.0%-1.1%0.025%
4/23/2024 Tyche Wealth Partners LLC5,731$786K0.2%-2.9%0.010%
4/23/2024 Principle Wealth Partners LLC6,362$873K0.1%-1.8%0.011%
4/23/2024 Hanson & Doremus Investment Management3,966$544K0.1%-2.5%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.174,225$23.91M0.0%+13.4%0.314%
4/22/2024 PFG Investments LLC9,264$1.27M0.1%+110.7%0.017%
4/22/2024 Raymond James & Associates181,835$24.95M0.0%+5.3%0.327%
4/22/2024Ashton Thomas Private Wealth LLC5,291$726K0.0%+50.9%0.010%
4/20/2024 KWB Wealth3,816$524K0.1%N/A0.007%
4/19/2024 Financial Perspectives Inc519$71K0.0%+23.3%0.001%
4/19/2024 Westside Investment Management Inc.14,098$1.93M0.5%+5.6%0.025%
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4/19/2024 Bourgeon Capital Management LLC3,676$504K0.1%+4.9%0.007%
4/19/2024 Valley National Advisers Inc.5,428$744K0.1%-4.0%0.010%
4/19/2024 JTC Employer Solutions Trustee Ltd2,909$401K0.0%+31.4%0.005%
4/19/2024 TCP Asset Management LLC1,544$212K0.1%-24.2%0.003%
4/19/2024 Albion Financial Group UT129,610$17.79M1.4%+0.2%0.233%
4/19/2024 Evolution Wealth Advisors LLC20,197$2.77M0.5%-4.1%0.036%
4/19/2024 Carret Asset Management LLC2,813$386K0.0%-4.1%0.005%
4/18/2024 Silverlake Wealth Management LLC1,701$233K0.1%N/A0.003%
4/18/2024 SeaCrest Wealth Management LLC3,503$481K0.1%+4.8%0.006%
4/18/2024 InTrack Investment Management Inc4,255$584K0.4%N/A0.008%
4/18/2024 State of Michigan Retirement System50,000$6.86M0.0%N/A0.091%
4/18/2024 Penbrook Management LLC4,050$556K0.3%+2.3%0.007%
4/18/2024 O ROURKE & COMPANY Inc6,625$909K0.5%-2.1%0.012%
4/18/2024 Miracle Mile Advisors LLC24,854$3.41M0.1%+1.3%0.045%
4/18/2024 Mirador Capital Partners LP28,833$3.96M0.8%+3.1%0.052%
4/18/2024 Chapin Davis Inc.1,565$215K0.1%N/A0.003%
4/18/2024 SteelPeak Wealth LLC7,763$1.07M0.1%+14.2%0.014%
4/18/2024 Clarity Wealth Advisors LLC21,746$2.98M1.0%-8.4%0.040%
4/18/2024 WJ Wealth Management LLC1,650$226K0.1%-13.2%0.003%
4/17/2024 Deltec Asset Management LLC11,500$1.58M0.3%-8.0%0.021%
4/17/2024 Merrion Investment Management Co LLC2,000$274K0.2%-24.5%0.004%
4/17/2024 Burns J W & Co. Inc. NY20,441$2.81M0.4%-10.0%0.037%
4/16/2024 Toth Financial Advisory Corp35,433$4.86M0.6%+10.1%0.065%
4/16/2024 Trust Co. of Virginia VA4,942$678K0.1%-3.7%0.009%
4/16/2024 Webster Bank N. A.7,314$1.00M0.1%-6.7%0.013%
4/16/2024 Capital Insight Partners LLC12,926$1.77M0.3%+5.3%0.024%
4/16/2024 Tsfg LLC1,130$155K0.0%-55.9%0.002%
4/16/2024 Calton & Associates Inc.6,266$860K0.4%-6.0%0.011%
4/16/2024 Atlantic Union Bankshares Corp2,314$318K0.0%-85.6%0.004%
4/16/2024 Register Financial Advisors LLC1,034$142K0.1%+17.0%0.002%
4/16/2024 Seed Wealth Management Inc.2,360$323K0.3%-5.6%0.004%
4/16/2024 Chesley Taft & Associates LLC32,559$4.47M0.2%+1.0%0.059%
4/16/2024 Wealth Enhancement Advisory Services LLC39,967$5.48M0.0%+6.7%0.073%
4/16/2024 First National Bank Sioux Falls2,000$274K0.1%-44.8%0.004%
4/15/2024 Cumberland Advisors Inc.82,838$11.37M4.2%-4.8%0.151%
4/15/2024 Investment Partners Asset Management Inc.1,944$267K0.2%N/A0.004%
4/15/2024 WealthCare Investment Partners LLC9,570$1.31M0.6%+5.8%0.017%
4/15/2024 Wealthcare Advisory Partners LLC10,844$1.49M0.0%-1.6%0.020%
4/15/2024 Future Financial Wealth Managment LLC200$27K0.0%N/A0.000%
4/15/2024 Brookstone Capital Management6,629$910K0.0%-1.8%0.012%
4/15/2024 Sunbelt Securities Inc.1,257$173K0.0%-80.4%0.002%
4/15/2024 Chemistry Wealth Management LLC3,560$488K0.1%+20.6%0.007%
4/15/2024 Kingswood Wealth Advisors LLC2,197$302K0.0%-20.7%0.004%
4/12/2024 West Coast Financial LLC3,000$412K0.0%+25.0%0.005%
4/12/2024 Mechanics Bank Trust Department3,250$446K0.1%-11.0%0.006%
4/12/2024 Perkins Coie Trust Co25,101$3.44M0.8%+6.8%0.046%
4/12/2024 Pacifica Partners Inc.240$33K0.0%+118.2%0.000%
4/12/2024 Harbor Investment Advisory LLC2,372$325K0.0%-21.4%0.004%
4/12/2024 Global Assets Advisory LLC481,413$66.06M0.2%N/A0.873%
4/12/2024 Traynor Capital Management Inc.21,507$2.95M0.3%+11.9%0.039%
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4/12/2024 Folger Nolan Fleming Douglas Capital Management Inc.65,677$9.01M0.9%+0.4%0.119%
4/11/2024 Forbes J M & Co. LLP40,603$5.57M0.6%-2.3%0.073%
4/11/2024 International Assets Investment Management LLC2,729$373K0.0%-34.1%0.005%
4/11/2024 City State Bank8,511$1.17M0.5%+2.1%0.015%
4/11/2024 &PARTNERS6,383$876K0.1%+12.7%0.012%
4/11/2024 Rye Brook Capital LLC40,400$5.54M3.3%+1.0%0.073%
4/11/2024 Clarus Wealth Advisors10,924$1.44M0.8%+5.1%0.020%
4/11/2024 Optimum Investment Advisors2,939$403K0.2%-4.2%0.005%
4/11/2024 CHURCHILL MANAGEMENT Corp8,091$1.11M0.0%-7.0%0.015%
4/10/2024 Grassi Investment Management11,159$1.53M0.1%+3.3%0.020%
(Data available from 1/1/2016 forward)

IBB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBB shares?

During the previous two years, 929 institutional investors and hedge funds held shares of iShares Biotechnology ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($267.72B), Bank of America Corp DE ($1.61B), Morgan Stanley ($358.56M), Citigroup Inc. ($298.98M), UBS Group AG ($261.36M), JPMorgan Chase & Co. ($225.36M), and Royal Bank of Canada ($147.01M).Learn more on IBB's institutional investors.

What percentage of iShares Biotechnology ETF stock is owned by institutional investors?

62.45% of iShares Biotechnology ETF stock is owned by institutional investors. Learn more on IBB's institutional investor holdings.

Which institutional investors have been buying iShares Biotechnology ETF stock?

Of the 724 institutional investors that purchased iShares Biotechnology ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($282.55M), Citigroup Inc. ($1.22M), Itau Unibanco Holding S.A. ($703.46K), Bank of America Corp DE ($568.23K), International Assets Investment Management LLC ($566.71K), JPMorgan Chase & Co. ($498.29K), and Global Assets Advisory LLC ($481.55K).

How much institutional buying is happening at iShares Biotechnology ETF?

Institutional investors have bought a total of 297,357,663 shares in the last 24 months. This purchase volume represents approximately $39.11B in transactions.

Which iShares Biotechnology ETF major shareholders have been selling company stock?

Of the 585 institutional investors that sold iShares Biotechnology ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Healthcare of Ontario Pension Plan Trust Fund ($1.87M), JPMorgan Chase & Co. ($413.92K), Ergoteles LLC ($322.81K), Miracle Mile Advisors LLC ($300.79K), Gradient Investments LLC ($273.81K), Bank Julius Baer & Co. Ltd Zurich ($178.03K), and Envestnet Asset Management Inc. ($156.36K).

How much institutional selling is happening at iShares Biotechnology ETF?

Institutional investors have sold a total of 8,661,314 shares in the last 24 months. This volume of shares sold represents approximately $1.82B in transactions.


This page (NASDAQ:IBB) was last updated on 4/27/2024 by MarketBeat.com Staff

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