iShares Biotechnology ETF (IBB) Institutional Ownership

$137.73

+1.53 (+1.12%)

(As of 07/8/2024 ET)

Current Institutional Ownership Percentage: 62.45%
Number of Institutional Buyers (last 12 months): 390
Total Institutional Inflows (last 12 months): $36.53B

Number of Institutional Sellers (last 12 months): 382
Total Institutional Outflows (last 12 months): $376.59M

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IBB Institutional Buying and Selling by Quarter

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iShares Biotechnology ETF Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/2/2024	Massmutual Trust Co. FSB ADV	1,892	$260K	0.0%	+422.7%	0.004%
7/2/2024	Transcend Capital Advisors LLC	10,907	$1.50M	0.1%	-0.8%	0.020%
7/2/2024	Appleton Partners Inc. MA	73,667	$10.11M	0.8%	+1.0%	0.136%
7/1/2024	Neville Rodie & Shaw Inc.	46,852	$6.43M	0.5%	-0.6%	0.087%
7/1/2024	Capital Market Strategies LLC	2,727	$374K	0.2%	+19.8%	0.005%
7/1/2024	Bank of New Hampshire	3,132	$430K	0.1%	-10.1%	0.006%
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6/11/2024	EverSource Wealth Advisors LLC	3,445	$437K	0.0%	-11.9%	0.006%
6/5/2024	Objective Capital Management LLC	2,909	$399K	0.3%	+3.6%	0.005%
5/30/2024	Cambridge Trust Co.	448	$61K	0.0%	-31.6%	0.001%
5/24/2024	Cetera Advisors LLC	44,335	$6.08M	0.0%	+260.2%	0.084%
5/24/2024	Cetera Investment Advisers	91,078	$12.50M	0.0%	+689.4%	0.172%
5/23/2024	Raelipskie Partnership	67,372	$9.25M	5.3%	+2.6%	0.127%
5/23/2024	Wellington Shields & Co. LLC	1,600	$220K	0.1%	N/A	0.003%
5/22/2024	Beck Bode LLC	11,452	$1.57M	0.3%	-13.1%	0.022%
5/22/2024	Orleans Capital Management Corp LA	2,955	$405K	0.3%	N/A	0.006%
5/22/2024	BigSur Wealth Management LLC	6,220	$854K	0.3%	+176.4%	0.012%
5/20/2024	Independent Wealth Network Inc.	3,827	$525K	0.2%	+10.0%	0.007%
5/20/2024	Pacific Center for Financial Services	620	$85K	0.0%	+21.1%	0.001%
5/17/2024	Comerica Bank	18,629	$2.56M	0.0%	+6.7%	0.035%
5/16/2024	Jane Street Group LLC	104,840	$14.39M	0.0%	N/A	0.200%
5/16/2024	Global Financial Private Client LLC	646	$88K	0.0%	-71.7%	0.001%
5/16/2024	B. Riley Wealth Advisors Inc.	11,493	$1.58M	0.0%	-16.5%	0.022%
5/16/2024	BTG Pactual Global Asset Management Ltd	9,579	$1.31M	0.2%	N/A	0.018%
5/16/2024	Waverly Advisors LLC	11,220	$1.54M	0.0%	+80.6%	0.021%
5/16/2024	Econ Financial Services Corp	2,900	$398K	0.2%	N/A	0.006%
5/15/2024	Ascent Group LLC	5,389	$739K	0.1%	-10.9%	0.010%
5/15/2024	SVB Wealth LLC	23,578	$3.24M	0.1%	-0.7%	0.045%
5/15/2024	Flow Traders U.S. LLC	22,802	$3.13M	0.2%	+873.2%	0.043%
5/15/2024	BOKF NA	1,343	$184K	0.0%	-25.9%	0.003%
5/15/2024	Alpine Global Management LLC	12,816	$1.76M	0.4%	N/A	0.024%
5/14/2024	Biltmore Family Office LLC	9,165	$1.26M	0.2%	-8.6%	0.017%
5/14/2024	Axxcess Wealth Management LLC	5,549	$761K	0.0%	-14.4%	0.011%
5/14/2024	EP Wealth Advisors LLC	9,921	$1.36M	0.0%	+6.7%	0.019%
5/14/2024	Wellington Wealth Strategies LLC.	3,295	$452K	0.2%	N/A	0.006%
5/14/2024	Sculati Wealth Management LLC	11,530	$1.58M	0.7%	-22.4%	0.022%
5/14/2024	Boulder Hill Capital Management LP	44,450	$6.10M	2.5%	+211.9%	0.085%
5/14/2024	InterOcean Capital Group LLC	18,578	$2.55M	0.1%	-17.5%	0.034%
5/14/2024	CANADA LIFE ASSURANCE Co	112,933	$15.52M	0.0%	-1.5%	0.204%
5/13/2024	O Shaughnessy Asset Management LLC	1,986	$273K	0.0%	+19.5%	0.004%
5/11/2024	Jacobi Capital Management LLC	2,530	$347K	0.0%	-2.9%	0.005%
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5/11/2024	Edgestream Partners L.P.	3,181	$436K	0.0%	N/A	0.006%
5/10/2024	Osaic Holdings Inc.	160,173	$21.99M	0.0%	+9.4%	0.290%
5/10/2024	Kelman Lazarov Inc.	4,133	$567K	0.1%	-9.4%	0.007%
5/10/2024	Tocqueville Asset Management L.P.	20,016	$2.75M	0.0%	-0.7%	0.036%
5/10/2024	Garrison Point Advisors LLC	10,284	$1.41M	0.9%	+2.2%	0.019%
5/10/2024	Nwam LLC	3,642	$490K	0.0%	-48.3%	0.007%
5/10/2024	Richmond Brothers Inc.	8,249	$1.13M	2.1%	-11.2%	0.015%
5/9/2024	Blair William & Co. IL	50,747	$6.96M	0.0%	+12.4%	0.092%
5/9/2024	HBK Sorce Advisory LLC	2,812	$386K	0.0%	+21.5%	0.005%
5/9/2024	Kingsview Wealth Management LLC	2,821	$387K	0.0%	-10.1%	0.005%
5/9/2024	Condor Capital Management	25,291	$3.47M	0.3%	N/A	0.046%
5/9/2024	Dearborn Partners LLC	6,431	$882K	0.0%	-1.8%	0.012%
5/8/2024	Baltimore Washington Financial Advisors Inc.	7,198	$988K	0.1%	-7.8%	0.013%
5/8/2024	Avantax Advisory Services Inc.	5,287	$726K	0.0%	+38.4%	0.010%
5/8/2024	US Bancorp DE	14,706	$2.02M	0.0%	-3.6%	0.027%
5/8/2024	SP Asset Management LLC	55,567	$7.63M	0.7%	-0.5%	0.101%
5/8/2024	Williams Jones Wealth Management LLC.	59,229	$8.13M	0.1%	-15.8%	0.108%
5/7/2024	Choate Investment Advisors	15,602	$2.14M	0.1%	N/A	0.029%
5/7/2024	WNY Asset Management LLC	1,483	$203K	0.0%	N/A	0.003%
5/7/2024	White Lighthouse Investment Management Inc.	12,577	$1.73M	0.4%	-1.4%	0.023%
5/7/2024	Atomi Financial Group Inc.	3,361	$461K	0.0%	-12.0%	0.006%
5/7/2024	KCM Investment Advisors LLC	20,922	$2.87M	0.1%	-0.9%	0.038%
5/7/2024	NTV Asset Management LLC	53,606	$7.36M	1.1%	+1.2%	0.098%
5/7/2024	Highland Capital Management LLC	1,650	$226K	0.0%	N/A	0.003%
5/7/2024	Advantage Trust Co	13,909	$1.91M	1.4%	-2.5%	0.025%
5/7/2024	Oppenheimer Asset Management Inc.	22,283	$3.06M	0.0%	-10.1%	0.041%
5/7/2024	PFG Advisors	4,655	$639K	0.0%	+3.9%	0.009%
5/7/2024	Oppenheimer & Co. Inc.	35,747	$4.91M	0.1%	+7.6%	0.065%
5/7/2024	Wealthspire Advisors LLC	13,740	$1.89M	0.0%	-20.7%	0.025%
5/7/2024	SG Americas Securities LLC	14,074	$1.93M	0.0%	+27.6%	0.026%
5/6/2024	Concord Investment Counsel Inc.	32,975	$4.53M	1.6%	N/A	0.060%
5/4/2024	Blue Square Asset Management LLC	16,038	$2.20M	1.5%	N/A	0.029%
5/4/2024	Geneos Wealth Management Inc.	946	$130K	0.0%	+113.1%	0.002%
5/4/2024	Essex LLC	1,961	$269K	0.1%	-8.3%	0.004%
5/4/2024	Riggs Asset Managment Co. Inc.	46,778	$6.42M	1.9%	N/A	0.085%
5/3/2024	Larson Financial Group LLC	1,585	$217K	0.0%	+10.7%	0.003%
5/3/2024	Etfidea LLC	24,745	$3.40M	1.2%	+1.4%	0.045%
5/3/2024	Commerce Bank	722,026	$99.08M	0.7%	+0.2%	1.310%
5/3/2024	Wellington Shields Capital Management LLC	2,140	$294K	0.1%	N/A	0.004%
5/3/2024	Wellington Shields & Co. LLC	1,600	$220K	0.1%	N/A	0.003%
5/3/2024	Liberty Wealth Management LLC	4,159	$571K	0.1%	+4.9%	0.008%
5/3/2024	Whittier Trust Co.	6,127	$841K	0.0%	-2.7%	0.011%
5/2/2024	Mutual Advisors LLC	10,808	$1.48M	0.0%	+7.4%	0.020%
5/2/2024	Blume Capital Management Inc.	52,404	$7.19M	1.7%	-0.7%	0.095%
5/2/2024	Financial Counselors Inc.	3,630	$498K	0.0%	-11.5%	0.007%
5/2/2024	Haverford Trust Co	5,177	$710K	0.0%	+15.8%	0.009%
5/2/2024	Fidelis Capital Partners LLC	3,217	$441K	0.1%	N/A	0.006%
5/2/2024	BNP Paribas	500	$69K	0.0%	N/A	0.001%
5/2/2024	Choreo LLC	2,237	$307K	0.0%	-17.6%	0.004%
5/2/2024	Family Firm Inc.	11,430	$1.57M	0.4%	-1.9%	0.021%
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5/2/2024	Lewis Asset Management LLC	1,460	$200K	0.2%	N/A	0.003%
5/2/2024	Martin Capital Advisors LLP	13,194	$1.81M	1.4%	-1.3%	0.024%
5/2/2024	Westwood Wealth Management	12,475	$1.71M	0.8%	+48.2%	0.022%
5/1/2024	Connecticut Wealth Management LLC	9,015	$1.24M	0.1%	+7.0%	0.016%
5/1/2024	Janney Montgomery Scott LLC	83,167	$11.41M	0.0%	-7.7%	0.150%
5/1/2024	BNP Paribas Financial Markets	2,055,373	$282.04M	0.2%	+25.7%	3.703%
5/1/2024	Bray Capital Advisors	18,856	$2.59M	0.7%	+1.0%	0.034%
5/1/2024	Sequoia Financial Advisors LLC	2,409	$331K	0.0%	+16.9%	0.004%
4/30/2024	Private Advisor Group LLC	38,236	$5.25M	0.0%	-13.1%	0.069%
4/30/2024	J.W. Cole Advisors Inc.	6,145	$843K	0.0%	-6.7%	0.011%

(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, 901 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 694 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. ($838.78K), Itau Unibanco Holding S.A. ($703.46K), International Assets Investment Management LLC ($566.71K), Global Assets Advisory LLC ($481.55K), Johns Hopkins University ($475.39K), and BNP Paribas Financial Markets ($420.05K).

How much institutional buying is happening at iShares Biotechnology ETF?: Institutional investors have bought a total of 296,176,059 shares in the last 24 months. This purchase volume represents approximately $38.68B in transactions.
Which iShares Biotechnology ETF major shareholders have been selling company stock?: Of the 563 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), JPMorgan Chase & Co. ($413.92K), Ergoteles LLC ($322.81K), Miracle Mile Advisors LLC ($300.79K), Gradient Investments LLC ($273.81K), Diversified LLC ($148.62K), and First Republic Investment Management Inc. ($145.46K).
How much institutional selling is happening at iShares Biotechnology ETF?: Institutional investors have sold a total of 6,889,695 shares in the last 24 months. This volume of shares sold represents approximately $1.35B in transactions.