IBRN - ETF AI Analysis
Top Page
iShares Neuroscience and Healthcare ETF (IBRN)
Rating:55Neutral
Price Target:―
Positive Factors
Recent Performance Momentum
The ETF has shown solid recent gains over the last three months, suggesting improving momentum in its niche area.
Strong Contributors Among Top Holdings
Several of the largest positions, such as Alkermes and Praxis Precision Medicines, have delivered strong year-to-date performance, helping support the fund’s returns.
Targeted Exposure to Neuroscience and Healthcare
With the vast majority of assets in health care companies focused on neuroscience, the fund offers specialized exposure for investors who want to focus on this theme.
Negative Factors
High Sector Concentration
Over 90% of the portfolio is in the health care sector, which increases risk if this area faces regulatory or market pressure.
Mixed Performance Within Top Holdings
Several key holdings, including Xenon, Biogen, and PTC Therapeutics, have shown weak year-to-date performance, which can drag on overall returns.
Relatively High Expense Ratio for a Small Fund
The fund’s expense ratio is on the higher side for an ETF and assets under management are still small, meaning costs take a more noticeable bite out of investor returns.
IBRN vs. SPDR S&P 500 ETF (SPY)
AUM5.09M
RegionGlobal
Expense Ratio0.47%
Beta1.10
IssueriShares
Inception DateAug 24, 2022
Dividend Yield0.92%
Asset ClassEquity
Index TrackedNYSE FactSet Global Neuro Biopharma and MedTech Index
Share Statistics
EPS (TTM)N/A
Shares OutstandingN/A
10 Day Avg. Volume2,617
30 Day Avg. Volume2,163
Financial Highlights & Ratios
PEG RatioN/A
Price to Book (P/B)N/A
Price to Sales (P/S)N/A
P/FCF RatioN/A
Enterprise Value/Market CapN/A
Enterprise Value/RevenueN/A
Enterprise Value/Gross ProfitN/A
Enterprise Value/EbitdaN/A
Forecast
1Y Price Target
51.61Price Target Upside― Downside
Rating ConsensusModerate Buy
Number of Analyst Covering71
EPS Forecast (FY)N/A
Revenue Forecast (FY)N/A
IBRN Summary
The iShares Neuroscience and Healthcare ETF (IBRN) tracks the NYSE FactSet Global Neuro Biopharma and MedTech Index, focusing on companies working on brain-related drugs, treatments, and medical technology. It mainly holds U.S. health care stocks, including well-known names like Biogen, along with a range of smaller biotech firms developing new therapies. Someone might invest in IBRN to seek long-term growth from advances in neuroscience and cutting-edge medical research while getting diversification across many companies instead of picking a single stock. A key risk is that biotech and health care shares can be very volatile and may go up or down sharply.
How much will it cost me?The iShares Neuroscience and Healthcare ETF (IBRN) has an expense ratio of 0.47%, which means you’ll pay $4.70 per year for every $1,000 invested. This is slightly higher than average because it’s a sector-focused fund that requires more active management to target specific companies in the neuroscience and healthcare fields.
What would affect this ETF?The iShares Neuroscience and Healthcare ETF (IBRN) could benefit from growing global demand for advanced neurological treatments and breakthroughs in biotechnology, as well as increased funding for health care innovation. However, it may face challenges from regulatory hurdles in drug approvals, potential economic slowdowns impacting research budgets, and competition within the pharmaceutical and biotech sectors. Its global exposure and focus on cutting-edge companies provide opportunities but also expose it to risks tied to international market conditions.
IBRN Top 10 Holdings
IBRN is a pure play on neuroscience-focused biotech, so it lives and dies by drug trial headlines rather than steady cash flows. High-flyers like Dianthus and Xenon have been doing the heavy lifting lately, with strong momentum that helps offset lagging names such as Axsome and PTC Therapeutics, which have been losing steam. Biogen and Alkermes add a bit of large-cap and more established biotech stability, but the fund is still concentrated in smaller, clinical-stage health care names and globally diversified, making it a volatile but potentially powerful bet on brain-related breakthroughs.
Name | Company Name | Weight % | Market Value | Market Cap | Yearly Gain | Overall Rating |
|---|---|---|---|---|---|---|
| Xenon | 5.14% | $258.07K | $5.59B | 75.24% | 48 Neutral | |
| Alkermes | 4.28% | $215.04K | $5.61B | 21.22% | 80 Outperform | |
| Argenx Se | 4.09% | $205.51K | $49.40B | 33.46% | 79 Outperform | |
| Centessa Pharmaceuticals | 4.07% | $204.74K | $5.90B | 231.41% | 33 Underperform | |
| Axsome Therapeutics | 4.05% | $203.76K | $9.12B | 72.25% | 57 Neutral | |
| Scholar Rock Holding | 4.05% | $203.59K | $5.69B | 71.17% | 50 Neutral | |
| Arrowhead Pharmaceuticals | 4.02% | $202.13K | $8.93B | 395.65% | 57 Neutral | |
| PTC Therapeutics | 4.02% | $201.81K | $5.83B | 56.21% | 72 Outperform | |
| Praxis Precision Medicines | 3.74% | $187.79K | $8.83B | 1058.07% | 58 Neutral | |
| Neurocrine | 3.71% | $186.63K | $12.68B | 31.36% | 80 Outperform |
IBRN Technical Analysis
Positive
―
Price Trends
32.17
Positive
32.00
Positive
28.74
Positive
Market Momentum
0.64
Negative
65.62
Neutral
58.95
Neutral
Evaluating momentum and price trends is crucial in ETF analysis to make informed investment decisions. For IBRN, the sentiment is Positive. The current price of undefined is equal to the 20-day moving average (MA) of 32.37, equal to the 50-day MA of 32.17, and equal to the 200-day MA of 28.74, indicating a bullish trend. The MACD of 0.64 indicates Negative momentum. The RSI at 65.62 is Neutral, neither overbought nor oversold. The STOCH value of 58.95 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for IBRN.
IBRN Peer Comparison
Comparison Results
Performance Comparison
IBRN
iShares Neuroscience and Healthcare ETF
34.75
14.94
75.42%
FMED
Fidelity Disruptive Medicine ETF
―
―
―
OZEM
Roundhill GLP-1 & Weight Loss ETF
―
―
―
HRTS
Tema Cardiovascular and Metabolic ETF
―
―
―
HTEC
ROBO Global Healthcare Technology and Innovation ETF
―
―
―
PSIL
AdvisorShares Psychedelics ETF
―
―
―
Glossary
BuyAn ETF rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF is likely to deliver higher returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldAn ETF rated as a "Hold" s expected to perform in line with the overall market or a specific benchmark. This rating indicates that the ETF is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellAn ETF rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the ETF may deliver lower returns compared to other ETFs in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
DisclaimerThis AI Analyst ETF Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in ETFs carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: ―
Table of Contents