The iShares Biotechnology ETF offers targeted access to the U.S. biotechnology sector, providing investors with a liquid vehicle to participate in the industry's growth and innovation. The fund's strategy emphasizes broad exposure to leading biotech companies, balancing established names with emerging innovators. Its scale and index-based approach enable efficient sector allocation for portfolio managers seeking specialized healthcare exposure.The fund's portfolio consists primarily of equity securities of ...

Analyst IMS Investment Management Services Ltd. trimmed its stake in iShares Biotechnology ETF (NASDAQ:IBB – Free Report) by 31.3% during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,207 shares of the financial services provider’s stock after selling 10,551 shares during the period. Analyst IMS Investment Management Services Ltd. owned approximately 0.05% of iShares Biotechnology ETF worth $3,350,000 at the end of the most re ...

Core Viewpoint - KKR & Co. Inc. advises investors to explore opportunities beyond the crowded U.S. large-cap market, focusing on Asian corporate reforms, biotechnology, and critical infrastructure for growth in 2026 [1] Asian Reform Trade - KKR identifies a structural shift in Asia as a key opportunity for 2026, emphasizing corporate governance reforms over mere economic growth [2] - Japan and South Korea are highlighted as prime markets where companies are transitioning from "capital heavy to capital light" models to enhance shareholder value [2] - Despite a 50% gain in 2025, 70% of the Korean market trades below book value, compared to 40% in Japan and less than 7% in the U.S., indicating mispricing relative to reform potential [3] Market Performance - Asian benchmark indices have shown significant performance in 2025: - Kospi Index: 71.20% YTD, 68.28% One-Year - Hang Seng Index: 31.57% YTD, 28.46% One-Year - Nikkei 225 Index: 28.10% YTD, 28.99% One-Year - CSI 300 Index: 21.19% YTD, 16.22% One-Year - S&P 500 Index: 17.74% YTD, 14.40% One-Year - Nasdaq Composite Index: 22.20% YTD, 22.20% One-Year - Dow Jones Index: 14.27% YTD, 11.88% One-Year [4] Biotechnology Sector - KKR views biotechnology as a compelling investment opportunity, driven by aging demographics and the integration of AI in drug development [5] - The sector is seen as a "secular growth story," offering innovation-led growth at more attractive valuations compared to traditional tech sectors [5] Biotech ETFs Performance - Notable biotech ETFs and their performance: - State Street SPDR S&P Biotech ETF: 36.45% YTD, 35.78% One-Year - iShares Biotechnology ETF: 29.49% YTD, 28.48% One-Year - ARK Genomic Revolution ETF: 23.22% YTD, 24.65% One-Year [6] Infrastructure Investment - KKR is optimistic about infrastructure investments, particularly in HVAC and cooling systems essential for the digital economy, driven by increased cooling needs for AI training clusters [8] - The firm also identifies U.S. Liquefied Natural Gas (LNG) as a long-term structural winner due to energy security demands from Europe and Asia [8] Infrastructure ETFs Performance - Key infrastructure ETFs and their performance: - Global X US Infrastructure Development ETF: 22.11% YTD, 18.81% One-Year - iShares Global Infrastructure ETF: 17.24% YTD, 17.80% One-Year - iShares US Infrastructure ETF: 15.27% YTD, 14.92% One-Year [10]

Image source: Getty ImagesOn November 3, 2025, Florin Court Capital LLP disclosed a new position in iShares Biotechnology ETF (IBB 1.64%), acquiring 77,000 shares in a trade valued at approximately $11.1 million.Acquired 77,000 shares, valued at $11.1 millionTransaction represents 8.7% of 13F reportable AUMPost-trade position: 77,000 shares valued at $11.1 millionIBB is now the fund’s 2nd-largest holding, accounting for 8.7% of AUMWhat happenedAccording to a SEC filing dated November 3, 2025, Florin Court C ...

We recently published Trending Analyst Calls: 10 Stocks to Buy and Sell. Biotechnology ETF (NASDAQ:IBB) is one of the trending analyst calls. Jason Snipe, Founder and CIO of Odyssey Capital Advisors, said in a recent program on CNBC that he’s investing in IBB. Here’s why: “But this is a subsector that’s been under the mat for quite some time. So it’s nice to see some price action there. So couple things for me. I think one, big pharma, they really need to rebuild their pipeline. So I think there’s going ...