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iShares Biotechnology ETF (IBB) Institutional Ownership

$148.15
+0.77 (+0.52%)
(As of 08/21/2024 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)
383
Total
Institutional Inflows
(last 12 months)
$564.38M
Number of
Institutional Sellers
(last 12 months)
367
Total
Institutional Outflows
(last 12 months)
$402.81M
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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
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%
8/19/2024 EP Wealth Advisors LLC8,964$1.23M0.0%-9.6%0.017%
8/19/2024 B. Riley Wealth Advisors Inc.11,722$1.61M0.0%+2.0%0.022%
8/16/2024 Regal Investment Advisors LLC2,143$294K0.0%-10.3%0.004%
8/16/2024 Sunbelt Securities Inc.900$124K0.0%-28.4%0.002%
8/16/2024 NewEdge Advisors LLC11,633$1.60M0.0%+20.1%0.022%
8/16/2024 Northwestern Mutual Wealth Management Co.37,632$5.17M0.0%-8.0%0.070%
8/16/2024 Northeast Financial Consultants Inc6,810$935K0.0%-1.7%0.013%
8/16/2024Creative Planning67,902$9.32M0.0%+2.9%0.126%
8/16/2024 Brick & Kyle Associates2,167$297K0.1%-8.8%0.004%
8/15/2024 Security National Bank of Sioux City Iowa IA9,265$1.27M0.9%-1.0%0.017%
8/15/2024 Main Management ETF Advisors LLC578,835$79.45M4.0%+2.6%1.076%
8/15/2024 Security National Bank of SO Dak10,461$1.44M0.9%+0.7%0.019%
8/15/2024 Prairie Wealth Advisors Inc.1,765$242K0.1%+6.0%0.003%
8/14/2024 Westwood Wealth Management12,325$1.69M0.6%-1.2%0.023%
8/14/2024 Bank of Montreal Can36,198$5.09M0.0%+2.6%0.067%
8/14/2024 Evergreen Capital Management LLC34,734$4.77M0.2%-2.4%0.065%
8/14/2024 EverSource Wealth Advisors LLC4,622$684K0.0%+34.2%0.009%
8/14/2024 Fidelis Capital Partners LLC4,844$669K0.1%+49.8%0.009%
8/13/2024 Transatlantique Private Wealth LLC1,680$231K0.1%N/A0.003%
8/13/2024 Summit Trail Advisors LLC4,797$658K0.0%N/A0.009%
8/13/2024 Thrivent Financial for Lutherans10,662$1.46M0.0%-98.4%0.020%
8/13/2024 Boston Research & Management Inc.14,242$1.95M0.5%-3.7%0.026%
8/13/2024 AE Wealth Management LLC2,034$279K0.0%+10.7%0.004%
8/13/2024 Waters Parkerson & CO. LLC3,700$508K0.0%+54.2%0.007%
8/13/2024 Benjamin F. Edwards & Company Inc.4,075$559K0.0%-43.7%0.008%
8/12/2024 ProVise Management Group LLC6,145$843K0.1%-2.3%0.011%
8/12/2024 Richmond Brothers Inc.7,290$1.00M2.0%-11.6%0.014%
8/12/2024 Hsbc Holdings PLC3,670$504K0.0%+47.1%0.007%
8/12/2024 Beck Bode LLC8,946$1.23M0.2%-21.9%0.017%
8/12/2024 Blair William & Co. IL47,144$6.47M0.0%-7.1%0.088%
8/12/2024 Mercer Global Advisors Inc. ADV13,456$1.85M0.0%-2.9%0.025%
8/10/2024 Bradley Foster & Sargent Inc. CT10,792$1.48M0.0%+4.8%0.020%
8/10/2024 Axxcess Wealth Management LLC4,802$659K0.0%-13.5%0.009%
8/10/2024 Perennial Investment Advisors LLC1,572$216K0.0%N/A0.003%
8/9/2024 Edgestream Partners L.P.3,772$518K0.0%+18.6%0.007%
8/9/2024 Moors & Cabot Inc.29,041$3.99M0.2%-1.1%0.054%
8/9/2024 Johns Hopkins University229,449$31.49M1.3%-0.1%0.426%
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8/9/2024 One Capital Management LLC2,913$400K0.0%N/A0.005%
8/9/2024 Prime Capital Investment Advisors LLC18,771$2.58M0.0%-7.2%0.035%
8/9/2024 Hanson & Doremus Investment Management3,767$517K0.1%-5.0%0.007%
8/8/2024 Williams Financial LLC6,495$867K0.2%N/A0.012%
8/8/2024 Lyell Wealth Management LP21,539$2.96M0.3%+0.7%0.040%
8/8/2024 J.W. Cole Advisors Inc.3,243$445K0.0%-47.2%0.006%
8/8/2024 Bigelow Investment Advisors LLC6,889$946K0.5%+18.2%0.013%
8/8/2024 Envestnet Asset Management Inc.62,658$8.60M0.0%-6.2%0.116%
8/8/2024 Oppenheimer Asset Management Inc.24,424$3.35M0.0%+9.6%0.045%
8/8/2024 Condor Capital Management24,625$3.38M0.3%-2.6%0.046%
8/8/2024 1ST Source Bank16,175$2.22M0.1%-0.4%0.030%
8/8/2024HBK Sorce Advisory LLC2,283$313K0.0%-18.8%0.004%
8/8/2024 Oppenheimer & Co. Inc.35,426$4.86M0.1%-0.9%0.066%
8/8/2024 Main Street Financial Solutions LLC8,002$1.10M0.1%+1.0%0.015%
8/8/2024 Wealthgarden F.S. LLC2,369$325K0.3%N/A0.004%
8/8/2024 Eagle Strategies LLC11,674$1.60M0.3%+551.8%0.022%
8/8/2024 Johnson Investment Counsel Inc.3,825$525K0.0%-23.2%0.007%
8/8/2024Y.D. More Investments Ltd602$83K0.0%-14.2%0.001%
8/8/2024 LPL Financial LLC613,287$84.18M0.0%-1.0%1.140%
8/8/2024 SP Asset Management LLC52,944$7.27M0.7%-4.7%0.098%
8/8/2024 Garrison Point Advisors LLC10,442$1.43M0.9%+1.5%0.019%
8/7/2024 Blue Square Asset Management LLC19,322$2.65M1.5%+20.5%0.036%
8/7/2024 First 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%
8/7/2024 Bronte 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%
8/7/2024 Choreo LLC3,465$475K0.0%+54.9%0.006%
8/7/2024 Wedbush Securities Inc.5,119$703K0.0%-34.0%0.010%
8/7/2024 Prudential PLC13,140$1.80M0.0%-15.6%0.024%
8/7/2024PFG Investments LLC8,657$1.19M0.1%-6.6%0.016%
8/7/2024 HCR Wealth Advisors13,453$1.85M0.3%+0.6%0.025%
8/6/2024Werba Rubin Papier Wealth Management2,842$390K0.1%+44.6%0.005%
8/6/2024 Towercrest Capital Management9,163$1.26M0.2%-37.3%0.017%
8/6/2024 Ellis Investment Partners LLC4,161$571K0.1%-13.2%0.008%
8/6/2024Certuity LLC2,194$301K0.0%-22.5%0.004%
8/6/2024 Counterweight Ventures LLC5,761$791K0.6%+4.4%0.011%
8/6/2024 Chris Bulman Inc469$64K0.0%N/A0.001%
8/6/2024 SVB Wealth LLC23,465$3.22M0.1%-0.5%0.044%
8/6/2024 SFE Investment Counsel2,769$380K0.1%+3.3%0.005%
8/5/2024 Private Advisor Group LLC33,307$4.57M0.0%-12.9%0.062%
8/5/2024 Florin Court Capital LLP3,700$508K0.7%-76.0%0.007%
8/5/2024 BBR Partners LLC1,839$252K0.0%N/A0.003%
8/3/2024 National Bank of Canada FI3,895$533K0.0%+9.1%0.007%
8/2/2024 Pursue Wealth Partners LLC18,545$2.55M1.4%+1.2%0.034%
8/2/2024 Gries Financial LLC1,485$204K0.0%-96.8%0.003%
8/2/2024 Magnus Financial Group LLC10,726$1.47M0.2%-7.2%0.020%
8/2/2024 Adell Harriman & Carpenter Inc.8,198$1.13M0.1%-17.3%0.015%
8/1/2024 TIAA Trust National Association2,329$320K0.0%-5.0%0.004%
8/1/2024 Klingenstein Fields & Co. LP1,492$205K0.0%-5.0%0.003%
8/1/2024 Crestwood Advisors Group LLC17,899$2.46M0.1%-1.0%0.033%
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8/1/2024 Financial Counselors Inc.3,771$518K0.0%+3.9%0.007%
8/1/2024 Telos Capital Management Inc.11,139$1.53M0.2%+1.6%0.021%
8/1/2024 Bellwether Advisors LLC12,156$1.67M0.3%-0.8%0.023%
8/1/2024Ritholtz Wealth Management2,020$277K0.0%-20.0%0.004%
8/1/2024 Stegent Equity Advisors Inc.6,829$937K1.0%N/A0.013%
8/1/2024 Summit Financial LLC6,346$871K0.0%+10.7%0.012%
7/31/2024 Essex Financial Services Inc.8,191$1.12M0.1%+16.3%0.015%
7/31/2024 Dover Advisors LLC2,618$359K0.2%-6.0%0.005%
7/31/2024 Bray Capital Advisors19,169$2.63M0.7%+1.7%0.036%
7/31/2024 Farther Finance Advisors LLC3,506$480K0.0%+4.9%0.007%
(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, 884 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 674 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 294,764,672 shares in the last 24 months. This purchase volume represents approximately $38.31B in transactions.

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

Of the 544 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 ($307.98K), 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 6,970,275 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 8/22/2024 by MarketBeat.com Staff

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