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iShares Biotechnology ETF (IBB) Institutional Ownership

$143.00
+0.82 (+0.58%)
(As of 10/8/2024 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)
389
Total
Institutional Inflows
(last 12 months)
$584.26M
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$405.91M
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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
10/8/2024First National Corp MA ADV5,818$847K0.2%-63.4%0.011%
10/8/2024Connective Portfolio Management LLC5,829$849K0.9%N/A0.011%
10/8/2024Perkins Coie Trust Co24,446$3.56M0.8%-2.9%0.047%
10/8/2024Royal Fund Management LLC8,955$1.30M0.1%N/A0.017%
10/8/2024Sovereign Financial Group Inc.5,711$832K0.2%-1.8%0.011%
10/8/2024WealthCare Investment Partners LLC10,252$1.46M0.6%+2.8%0.020%
10/8/2024Brookstone Capital Management9,007$1.31M0.0%-55.2%0.017%
10/8/2024 Marion Wealth Management19,221$2.80M0.7%+4.3%0.037%
10/8/2024 Dynamic Advisor Solutions LLC3,907$569K0.0%-18.2%0.007%
10/8/2024 Chesley Taft & Associates LLC32,558$4.74M0.2%-1.1%0.062%
10/8/2024 Mather Group LLC.423$62K0.0%-55.6%0.001%
10/7/2024 Bank of New Hampshire2,884$420K0.1%-7.9%0.006%
10/7/2024 KWB Wealth4,145$569K0.1%+8.6%0.008%
10/7/2024 Miracle Mile Advisors LLC16,693$2.43M0.1%-5.5%0.032%
10/5/2024 Burns J W & Co. Inc. NY19,648$2.86M0.4%-1.3%0.038%
10/5/2024 Mirador Capital Partners LP29,511$4.30M0.8%-0.6%0.057%
10/4/2024 Thrive Wealth Management LLC3,057$445K0.1%N/A0.006%
10/3/2024 Park Avenue Securities LLC1,494$218K0.0%N/A0.003%
10/3/2024 SG Americas Securities LLC15,764$2.30M0.0%+16.4%0.029%
10/2/2024 Massmutual Trust Co. FSB ADV1,037$151K0.0%-45.2%0.002%
10/2/2024 M&R Capital Management Inc.15,442$2.25M0.5%-0.5%0.029%
10/1/2024 Appleton Partners Inc. MA75,699$11.02M0.8%+2.8%0.141%
10/1/2024 First Financial Bank Trust Division1,404$204K0.0%N/A0.003%
9/20/2024Anchor Investment Management LLC3,678$505K0.1%-23.4%0.007%
9/11/2024Newbridge Financial Services Group Inc.263$36K0.0%-42.1%0.000%
9/5/2024Sanctuary Advisors LLC64,180$8.12M0.1%N/A0.119%
8/30/2024Creekside Partners3,700$508K0.3%N/A0.007%
8/23/2024Aristides Capital LLC66,880$9.18M2.5%N/A0.124%
8/22/2024PVG Asset Management Corp3,022$415K1.6%N/A0.006%
8/22/2024Cetera Investment Advisers91,419$12.55M0.0%+0.4%0.170%
8/21/2024Ted Buchan & Co2,810$386K0.2%N/A0.005%
8/21/2024IMS Capital Management1,712$252K0.1%-31.8%0.003%
8/21/2024Truist Financial Corp35,359$4.85M0.0%-50.7%0.066%
8/19/2024EP Wealth Advisors LLC8,964$1.23M0.0%-9.6%0.017%
8/19/2024B. Riley Wealth Advisors Inc.11,722$1.61M0.0%+2.0%0.022%
8/16/2024Regal Investment Advisors LLC2,143$294K0.0%-10.3%0.004%
8/16/2024Sunbelt Securities Inc.900$124K0.0%-28.4%0.002%
8/16/2024NewEdge Advisors LLC11,633$1.60M0.0%+20.1%0.022%
8/16/2024Northwestern Mutual Wealth Management Co.37,632$5.17M0.0%-8.0%0.070%
8/16/2024Northeast Financial Consultants Inc6,810$935K0.0%-1.7%0.013%
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8/16/2024Creative Planning67,902$9.32M0.0%+2.9%0.126%
8/16/2024Brick & Kyle Associates2,167$297K0.1%-8.8%0.004%
8/15/2024Security National Bank of Sioux City Iowa IA9,265$1.27M0.9%-1.0%0.017%
8/15/2024Main Management ETF Advisors LLC578,835$79.45M4.0%+2.6%1.076%
8/15/2024Security National Bank of SO Dak10,461$1.44M0.9%+0.7%0.019%
8/15/2024Prairie Wealth Advisors Inc.1,765$242K0.1%+6.0%0.003%
8/14/2024Westwood Wealth Management12,325$1.69M0.6%-1.2%0.023%
8/14/2024Bank of Montreal Can36,198$5.09M0.0%+2.6%0.067%
8/14/2024Evergreen Capital Management LLC34,734$4.77M0.2%-2.4%0.065%
8/14/2024EverSource Wealth Advisors LLC4,622$684K0.0%+34.2%0.009%
8/14/2024Fidelis Capital Partners LLC4,844$669K0.1%+49.8%0.009%
8/13/2024Transatlantique Private Wealth LLC1,680$231K0.1%N/A0.003%
8/13/2024Summit Trail Advisors LLC4,797$658K0.0%N/A0.009%
8/13/2024Thrivent Financial for Lutherans10,662$1.46M0.0%-98.4%0.020%
8/13/2024Boston Research & Management Inc.14,242$1.95M0.5%-3.7%0.026%
8/13/2024AE Wealth Management LLC2,034$279K0.0%+10.7%0.004%
8/13/2024Waters Parkerson & CO. LLC3,700$508K0.0%+54.2%0.007%
8/13/2024Benjamin F. Edwards & Company Inc.4,075$559K0.0%-43.7%0.008%
8/12/2024ProVise Management Group LLC6,145$843K0.1%-2.3%0.011%
8/12/2024Richmond Brothers Inc.7,290$1.00M2.0%-11.6%0.014%
8/12/2024Hsbc Holdings PLC3,670$504K0.0%+47.1%0.007%
8/12/2024Beck Bode LLC8,946$1.23M0.2%-21.9%0.017%
8/12/2024Blair William & Co. IL47,144$6.47M0.0%-7.1%0.088%
8/12/2024Mercer Global Advisors Inc. ADV13,456$1.85M0.0%-2.9%0.025%
8/10/2024Bradley Foster & Sargent Inc. CT10,792$1.48M0.0%+4.8%0.020%
8/10/2024Axxcess Wealth Management LLC4,802$659K0.0%-13.5%0.009%
8/10/2024Perennial Investment Advisors LLC1,572$216K0.0%N/A0.003%
8/9/2024Edgestream Partners L.P.3,772$518K0.0%+18.6%0.007%
8/9/2024Moors & Cabot Inc.29,041$3.99M0.2%-1.1%0.054%
8/9/2024Johns Hopkins University229,449$31.49M1.3%-0.1%0.426%
8/9/2024One Capital Management LLC2,913$400K0.0%N/A0.005%
8/9/2024Prime Capital Investment Advisors LLC18,771$2.58M0.0%-7.2%0.035%
8/9/2024Hanson & Doremus Investment Management3,767$517K0.1%-5.0%0.007%
8/8/2024Williams Financial LLC6,495$867K0.2%N/A0.012%
8/8/2024Lyell Wealth Management LP21,539$2.96M0.3%+0.7%0.040%
8/8/2024J.W. Cole Advisors Inc.3,243$445K0.0%-47.2%0.006%
8/8/2024Bigelow Investment Advisors LLC6,889$946K0.5%+18.2%0.013%
8/8/2024Envestnet Asset Management Inc.62,658$8.60M0.0%-6.2%0.116%
8/8/2024Oppenheimer Asset Management Inc.24,424$3.35M0.0%+9.6%0.045%
8/8/2024Condor Capital Management24,625$3.38M0.3%-2.6%0.046%
8/8/20241ST Source Bank16,175$2.22M0.1%-0.4%0.030%
8/8/2024HBK Sorce Advisory LLC2,283$313K0.0%-18.8%0.004%
8/8/2024Oppenheimer & Co. Inc.35,426$4.86M0.1%-0.9%0.066%
8/8/2024Main Street Financial Solutions LLC8,002$1.10M0.1%+1.0%0.015%
8/8/2024Wealthgarden F.S. LLC2,369$325K0.3%N/A0.004%
8/8/2024Eagle Strategies LLC11,674$1.60M0.3%+551.8%0.022%
8/8/2024Johnson Investment Counsel Inc.3,825$525K0.0%-23.2%0.007%
8/8/2024Y.D. More Investments Ltd602$83K0.0%-14.2%0.001%
8/8/2024LPL Financial LLC613,287$84.18M0.0%-1.0%1.140%
8/8/2024SP Asset Management LLC52,944$7.27M0.7%-4.7%0.098%
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8/8/2024Garrison Point Advisors LLC10,442$1.43M0.9%+1.5%0.019%
8/7/2024Blue Square Asset Management LLC19,322$2.65M1.5%+20.5%0.036%
8/7/2024First Interstate Bank40,531$5.56M0.4%-1.4%0.075%
8/7/2024FRG Family Wealth Advisors LLC37,095$5.22M0.8%-1.4%0.069%
8/7/2024Bronte Capital Management Pty Ltd.272,443$37.40M3.1%-3.9%0.506%
8/7/2024Liberty Wealth Management LLC3,970$545K0.0%-4.5%0.007%
8/7/2024Choreo LLC3,465$475K0.0%+54.9%0.006%
8/7/2024Wedbush Securities Inc.5,119$703K0.0%-34.0%0.010%
8/7/2024Prudential PLC13,140$1.80M0.0%-15.6%0.024%
8/7/2024PFG Investments LLC8,657$1.19M0.1%-6.6%0.016%
(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, 889 institutional investors and hedge funds held shares of iShares Biotechnology ETF. The most heavily invested institutionals were Arete Wealth Advisors LLC ($267.72B), Morgan Stanley ($358.56M), Citigroup Inc. ($298.98M), BNP Paribas Financial Markets ($282.04M), JPMorgan Chase & Co. ($225.36M), Royal Bank of Canada ($147.01M), and Commerce Bank ($99.08M).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 676 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 ($282.37M), Citigroup Inc. ($838.78K), Itau Unibanco Holding S.A. ($703.46K), International Assets Investment Management LLC ($566.91K), Global Assets Advisory LLC ($481.55K), BNP Paribas Financial Markets ($420.05K), and Bank of Nova Scotia ($400K).

How much institutional buying is happening at iShares Biotechnology ETF?

Institutional investors have bought a total of 294,857,641 shares in the last 24 months. This purchase volume represents approximately $38.32B in transactions.

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

Of the 547 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 ($1.05M), Thrivent Financial for Lutherans ($666.67K), Ergoteles LLC ($322.81K), Miracle Mile Advisors LLC ($308.95K), Gradient Investments LLC ($273.81K), JPMorgan Chase & Co. ($195.13K), and Diversified LLC ($148.62K).

How much institutional selling is happening at iShares Biotechnology ETF?

Institutional investors have sold a total of 6,988,664 shares in the last 24 months. This volume of shares sold represents approximately $1.28B in transactions.



This page (NASDAQ:IBB) was last updated on 10/8/2024 by MarketBeat.com Staff
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