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iShares Biotechnology ETF (IBB) Institutional Ownership

iShares Biotechnology ETF logo
$132.65 -0.31 (-0.23%)
As of 01/17/2025 04:00 PM Eastern

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

Current
Institutional Ownership
Percentage
62.45%
Number of
Institutional Buyers
(last 12 months)
381
Total
Institutional Inflows
(last 12 months)
$656.12M
Number of
Institutional Sellers
(last 12 months)
386
Total
Institutional Outflows
(last 12 months)
$514.63M
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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
1/17/2025Madrona Financial Services LLC32,075$4.24M1.2%+786.5%0.066%
1/17/2025Avior Wealth Management LLC7,386$977K0.0%+128.7%0.015%
1/17/2025Beacon Investment Advisory Services Inc.2,150$284K0.0%-8.5%0.004%
1/17/2025Mutual Advisors LLC9,300$1.24M0.0%-3.1%0.019%
1/17/2025Traynor Capital Management Inc.22,959$3.04M0.2%-8.2%0.047%
1/17/2025Independent Wealth Network Inc.3,532$467K0.2%-3.0%0.007%
1/17/2025Janney Montgomery Scott LLC64,265$8.50M0.0%-6.0%0.132%
1/17/2025SG Americas Securities LLC14,973$1.98M0.0%-5.0%0.031%
1/17/2025Evolution Wealth Advisors LLC23,688$3.13M0.5%+5.1%0.049%
1/17/2025Magnus Financial Group LLC12,967$1.71M0.2%+0.8%0.027%
1/17/2025Daymark Wealth Partners LLC1,529$202K0.0%-4.7%0.003%
1/17/2025Finley Financial LLC675$90K0.0%N/A0.001%
1/17/2025Albion Financial Group UT128,698$17.02M1.2%-1.0%0.265%
1/17/2025Dakota Wealth Management16,230$2.15M0.0%-6.9%0.033%
1/17/2025Proquility Private Wealth Partners LLC22,426$2.97M1.0%-0.7%0.046%
1/17/2025Bourgeon Capital Management LLC4,218$558K0.1%+7.8%0.009%
1/17/2025Howard Capital Management Group LLC43,512$5.75M0.4%-0.2%0.090%
1/17/2025Fort Washington Investment Advisors Inc. OH5,380$711K0.0%-2.7%0.011%
1/17/2025Chesley Taft & Associates LLC26,698$3.53M0.2%-18.0%0.055%
1/16/2025Tudor Financial Inc.2,947$390K0.2%+5.9%0.006%
1/16/2025 Regent Peak Wealth Advisors LLC2,005$265K0.1%-5.7%0.004%
1/16/2025Harbor Investment Advisory LLC1,704$225K0.0%-15.4%0.004%
1/16/2025Mechanics Bank Trust Department2,400$317K0.0%-20.0%0.005%
1/16/2025Perkins Coie Trust Co23,137$3.06M0.7%-5.4%0.048%
1/15/2025 Triangle Securities Wealth Management3,196$423K0.1%-4.4%0.007%
1/15/2025 Ameritas Advisory Services LLC29,094$3.85M0.1%+9.4%0.060%
1/15/2025 HB Wealth Management LLC2,385$315K0.0%-5.9%0.005%
1/15/2025 Folger Nolan Fleming Douglas Capital Management Inc.65,260$8.63M0.9%-2.1%0.135%
1/15/2025 Merit Financial Group LLC16,956$2.24M0.0%-4.6%0.035%
1/15/2025 Wealthcare Advisory Partners LLC10,540$1.39M0.0%-4.7%0.022%
1/15/2025 Empirical Asset Management LLC13,731$1.82M0.1%-6.3%0.028%
1/15/2025 Sicart Associates LLC46,041$6.09M2.2%-3.0%0.095%
1/15/2025 Mirador Capital Partners LP29,698$3.93M0.7%+0.6%0.061%
1/14/2025 HCR Wealth Advisors3,061$405K0.1%-71.4%0.006%
1/14/2025 Rockingstone Advisors LLC6,063$802K0.4%-26.8%0.012%
1/14/2025 Clarus Wealth Advisors11,383$1.53M0.8%+1.4%0.023%
1/14/2025 Acropolis Investment Management LLC7,528$995K0.1%-4.0%0.015%
1/14/2025 Pines Wealth Management LLC2,391$317K0.1%N/A0.005%
1/14/2025 SeaCrest Wealth Management LLC3,233$427K0.0%-68.3%0.007%
1/14/2025 Sovereign Financial Group Inc.4,988$659K0.2%-12.7%0.010%
1/14/2025 KWB Wealth3,200$466K0.1%-22.8%0.007%
1/14/2025 Sharper & Granite LLC6,250$826K0.4%+2.8%0.013%
1/13/2025 Dale Q Rice Investment Management Ltd5,899$780K0.3%N/A0.012%
1/13/2025 Tsfg LLC472$62K0.0%-58.2%0.001%
1/13/2025 Marion Wealth Management19,766$2.61M0.7%+2.8%0.041%
1/13/2025 Courier Capital LLC2,637$349K0.0%-68.4%0.005%
1/13/2025 Miracle Mile Advisors LLC21,475$2.84M0.1%+28.6%0.044%
1/13/2025 Burns J W & Co. Inc. NY19,519$2.58M0.3%-0.7%0.040%
1/13/2025 Bar Harbor Wealth Management15,664$2.07M0.1%+5.7%0.032%
1/13/2025 Eastern Bank894$118K0.0%+99.6%0.002%
1/13/2025 Grassi Investment Management5,259$695K0.1%-16.0%0.011%
1/13/2025 JTC Employer Solutions Trustee Ltd1,107$146K0.0%-50.0%0.002%
1/13/2025 Capital Investment Advisors LLC10,449$1.38M0.0%+1.0%0.022%
1/13/2025 Brookstone Capital Management8,034$1.06M0.0%-10.8%0.017%
1/13/2025 City State Bank8,425$1.11M0.4%-1.1%0.017%
1/13/2025 Aprio Wealth Management LLC139,747$18.48M2.7%N/A0.288%
1/10/2025 Graypoint LLC1,779$235K0.0%+10.3%0.004%
1/10/2025 ORG Wealth Partners LLC975$129K0.0%-41.7%0.002%
1/8/2025 Cumberland Advisors Inc.74,073$9.79M3.9%-3.7%0.151%
1/8/2025 International Assets Investment Management LLC3,260$433K0.0%N/A0.007%
1/7/2025 Regent Peak Wealth Advisors LLC2,005$265K0.1%-5.7%0.004%
1/7/2025 Bank of New Hampshire2,712$359K0.1%-6.0%0.006%
1/6/2025 CWA Asset Management Group LLC2,890$382K0.0%N/A0.006%
1/3/2025 Modus Advisors LLC313$41K0.0%N/A0.001%
12/26/2024JPMorgan Chase & Co.570,842$83.12M0.0%-71.6%1.175%
12/13/2024B. Riley Wealth Advisors Inc.6,783$975K0.0%-42.1%0.014%
12/11/20241ST Source Bank15,777$2.30M0.1%-2.5%0.032%
11/27/2024Franklin Resources Inc.18,285$2.66M0.0%+3.3%0.038%
11/26/2024Peapack Gladstone Financial Corp66,511$9.68M0.1%-4.2%0.137%
11/25/2024Synovus Financial Corp10,777$1.57M0.0%-1.5%0.022%
11/25/2024Wilmington Savings Fund Society FSB1,809$263K0.0%N/A0.004%
11/25/2024Sanctuary Advisors LLC58,499$8.07M0.1%-8.9%0.118%
11/25/2024Pine Valley Investments Ltd Liability Co4,956$722K0.0%-26.0%0.010%
11/22/2024Sculati Wealth Management LLC11,530$1.58M0.6%+21.0%0.024%
11/21/2024Anchor Investment Management LLC3,474$506K0.0%-5.5%0.007%
11/21/2024Tudor Financial Inc.2,782$405K0.2%N/A0.006%
11/21/2024Chelsea Counsel Co.4,880$711K0.4%-13.0%0.010%
11/20/2024Westside Investment Management Inc.17,002$2.48M0.5%+1.2%0.035%
11/18/2024Arete Wealth Advisors LLC1,910$277K0.0%-8.6%0.004%
11/18/2024Sunbelt Securities Inc.670$97K0.0%-25.6%0.001%
11/18/2024FRG Family Wealth Advisors LLC36,895$5.37M1.0%-0.5%0.073%
11/15/2024M&T Bank Corp3,911$569K0.0%-6.7%0.008%
11/15/2024Continuum Advisory LLC599$84K0.0%-18.4%0.001%
11/15/2024MML Investors Services LLC64,901$9.45M0.0%-2.3%0.129%
11/15/2024Headinvest LLC4,383$638K0.1%-4.9%0.009%
11/15/2024Main Management ETF Advisors LLC593,370$86.40M4.1%+2.5%1.182%
11/15/2024Orion Portfolio Solutions LLC1,811$264K0.0%-5.5%0.004%
11/15/2024National Bank of Canada FI4,124$600K0.0%+5.9%0.008%
11/15/2024Glen Eagle Advisors LLC196$29K0.0%-75.8%0.000%
11/15/2024EP Wealth Advisors LLC9,677$1.41M0.0%+8.0%0.019%
11/15/2024Kovitz Investment Group Partners LLC4,192$610K0.0%+38.0%0.008%
11/15/2024Two Sigma Advisers LP155,699$22.67M0.1%-45.4%0.310%
11/15/2024Stifel Financial Corp143,707$20.93M0.0%-1.6%0.286%
11/15/2024Quantinno Capital Management LP1,679$244K0.0%N/A0.003%
11/15/2024Pinnacle Family Advisors LLC22,987$3.35M1.7%N/A0.046%
11/15/2024Maven Securities LTD15,363$2.24M0.0%N/A0.031%
11/15/2024Miller Investment Management LP82,563$12.02M1.3%-1.8%0.164%
11/15/2024IHT Wealth Management LLC4,758$691K0.0%-29.2%0.009%
11/15/2024Ingalls & Snyder LLC1,599$233K0.0%N/A0.003%
11/15/2024Integrated Wealth Concepts LLC10,320$1.50M0.0%-4.7%0.021%
(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, 878 institutional investors and hedge funds held shares of iShares Biotechnology ETF. The most heavily invested institutionals were Morgan Stanley ($358.56M), BNP Paribas Financial Markets ($346.56M), Citigroup Inc. ($298.98M), Royal Bank of Canada ($147.01M), Commerce Bank ($108.23M), Healthcare of Ontario Pension Plan Trust Fund ($96.53M), and Wells Fargo & Company MN ($90.26M).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 662 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 ($282.29M), BNP Paribas Financial Markets ($958.95K), Citigroup Inc. ($838.78K), International Assets Investment Management LLC ($570.17K), Itau Unibanco Holding S.A. ($490.86K), Global Assets Advisory LLC ($481.55K), and Bank of Nova Scotia ($400K).

How much institutional buying is happening at iShares Biotechnology ETF?

Institutional investors have bought a total of 293,836,026 shares in the last 24 months. This purchase volume represents approximately $37.96B in transactions.

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

Of the 540 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: JPMorgan Chase & Co. ($1.63M), Healthcare of Ontario Pension Plan Trust Fund ($1.05M), Thrivent Financial for Lutherans ($666.67K), Miracle Mile Advisors LLC ($308.95K), Gradient Investments LLC ($271.03K), First Republic Investment Management Inc. ($145.46K), and Two Sigma Advisers LP ($129.70K).

How much institutional selling is happening at iShares Biotechnology ETF?

Institutional investors have sold a total of 7,589,117 shares in the last 24 months. This volume of shares sold represents approximately $1.26B in transactions.



This page (NASDAQ:IBB) was last updated on 1/18/2025 by MarketBeat.com Staff
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