Who Owns iShares Nasdaq Biotechnology Index Fund
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Nasdaq Biotechnology Index Fund.
Who crossed 5% of IBB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCISHARES BIOTECH57.2K shtrimmed | $11.6M |
| TOTH FINANCIAL ADVISORY CORPISHARES BIOTECH43.1K shadded | $9.1M |
| NEVILLE RODIE & SHAW INCCOM42.2K shadded | $8.9M |
| Monument Capital ManagementISHARES BIOTECH28.9K sh— | $6.1M |
| Cadent Capital Advisors, LLCISHARES BIOTECH20.7K sh— | $4.4M |
| Farther Finance Advisors, LLCETF10.7K shtrimmed | $2.2M |
| Acropolis Investment Management, LLCISHARES BIOTECH8.2K shtrimmed | $1.7M |
| Shulman DeMeo Asset Management LLCISHARES BIOTECH7.2K shtrimmed | $1.5M |
| CONGRESS ASSET MANAGEMENT COCOM6.2K sh— | $1.3M |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INCCOM5.9K shtrimmed | $1.3M |
| Kessler Investment Group, LLCISHARES BIOTECH4.6K shtrimmed | $976K |
| DECISION INVESTMENTS, INCISHARES BIOTECH4.5K shtrimmed | $951.2K |
| Wedmont Private CapitalISHARES BIOTECH3.9K shadded | $772K |
| Graves Light Lenhart Wealth, Inc.ISHARES BIOTECH3.2K shtrimmed | $682.7K |
| TITLEIST ASSET MANAGEMENT, LLCISHARES BIOTECH2.9K shtrimmed | $617.4K |
| Gerald Baker Financial Group LLCISHARES BIOTECH2.3K shtrimmed | $493.8K |
| CoreCap Advisors, LLCETF2.3K shadded | $479.4K |
| CHAPIN DAVIS, INC.ISHARES BIOTECH2.1K shheld | $437.3K |
| Dale Q Rice Investment Management LtdISHARES BIOTECH2K shtrimmed | $415.8K |
| Elm3 Financial Group, LLCISHARES BIOTECH1.9K shadded | $410.3K |
| Castle Rock Wealth Management, LLCISHARES BIOTECH1.9K shadded | $387.9K |
| Valeo Financial Advisors, LLCETF1.8K shadded | $382.8K |
| Green Ridge Wealth Planning LLCISHARES BIOTECH1.8K shheld | $368.4K |
| Byrne Asset Management LLCCOM1.7K shheld | $344.8K |
| Bank of New HampshireISHARES BIOTECH1.5K shtrimmed | $324.6K |
| Kaydan Wealth Management, Inc.ISHARES BIOTECH1.4K shadded | $287K |
| Bangor Savings BankISHARES BIOTECH1.1K shheld | $231.4K |
| Whalen Wealth Management Inc.ISHARES BIOTECH1.1K sh— | $229.5K |
| Venture Visionary Partners LLCISHARES BIOTECH1.1K shheld | $225.9K |
| Prism Advisors, Inc.SH BEN INT1.1K shheld | $223.5K |
| GAMMA Investing LLCETF667 shheld | $140.5K |
| Quintet Private Bank (Europe) S.A.ISHARES BIOTECH500 shtrimmed | $105.3K |
| MassMutual Private Wealth & Trust, FSBExchange Traded Fund484 shheld | $101.9K |
| GK Wealth Management LLCISHARES BIOTECH447 sh— | $94.1K |
| ARMSTRONG ADVISORY GROUP, INCISHARES BIOTECH209 shadded | $44K |
| Rosenberg Matthew HamiltonETF162 shheld | $34.1K |
| Horrell Capital Management, Inc.BIOTECHNOLOGY ETF65 shheld | $13.7K |
| Wealth Enhancement Trust Services, Inc.ISHARES BIOTECH55 shheld | $11.6K |
| Trust CoETF50 shheld | $10.5K |
| EASTERN BANKISHARES BIOTECH32 shheld | $6.7K |
| Central Pacific Bank - Trust DivisionISHARES BIOTECH5 shheld | $1.1K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on IBB
Follow iShares Nasdaq Biotechnology Index Fund (IBB) by email
New trades in iShares Nasdaq Biotechnology Index Fund (IBB) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.