We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF
IHI

582 hedge funds and large institutions have $4.92B invested in iShares US Medical Devices ETF in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 19

70% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

19% more funds holding

Funds holding: 489 → 582 (+93)

14% more capital invested

Capital invested by funds: $4.31B → $4.92B (+$601M)

3% more ownership

Funds ownership: 316.37% → 319.37% (+3%)

87% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $124M

Holders
582
Holders Change
+93
Holders Change %
+19.02%
% of All Funds
10.3%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
121
Increased
242
Reduced
142
Closed
19
Calls
$15.7M
Puts
$124M
Net Calls
-$108M
Net Calls Change
-$35.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$29.8M
4
LPL Financial
LPL Financial
California
+$26.7M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$20.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$123M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$66.5M
3
MIH
Meitav Investment House
Israel
-$30.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
226
Independent Financial Group
California
$1.83M +$547K +10,464 +45%
BAM
227
Belpointe Asset Management
Nevada
$1.82M +$151K +2,898 +10%
SL
228
SWMG LLC
Texas
$1.82M +$1.7M +32,592 New
JWCA
229
J.W. Cole Advisors
Florida
$1.82M +$982K +18,786 +129%
GPA
230
Garrison Point Advisors
California
$1.81M -$39.2K -750 -2%
NL
231
NWAM LLC
Washington
$1.8M +$1.73M +33,060 New
PWA
232
Physician Wealth Advisors
Utah
$1.8M -$388K -7,416 -19%
IWM
233
IHT Wealth Management
Illinois
$1.79M +$79.7K +1,524 +5%
BHWM
234
Bay Harbor Wealth Management
Maryland
$1.78M +$213K +4,074 +14%
GJIC
235
Gamble Jones Investment Counsel
California
$1.77M +$63.4K +1,212 +4%
AWM
236
Apollon Wealth Management
South Carolina
$1.73M +$1.66M +31,752 New
BWL
237
Bogart Wealth LLC
Virginia
$1.72M +$30.1K +576 +2%
UWM
238
USAdvisors Wealth Management
Minnesota
$1.72M +$84.7K +1,620 +5%
CWP
239
Concord Wealth Partners
Virginia
$1.71M +$1.64M +31,302 New
4WM
240
4J Wealth Management
Virginia
$1.7M +$1.63M +31,212 New
Susquehanna International Group
241
Susquehanna International Group
Pennsylvania
$1.69M -$1.96M -37,584 -55%
FAIM
242
Financial Advocates Investment Management
Washington
$1.65M +$1.46M +27,966 +253%
FHA
243
First Horizon Advisors
Tennessee
$1.65M +$147K +2,814 +10%
BFEC
244
Benjamin F. Edwards & Company
Missouri
$1.59M +$510K +9,756 +50%
Carson Wealth (CWM LLC)
245
Carson Wealth (CWM LLC)
Nebraska
$1.57M – – –
CWM
246
Circle Wealth Management
New Jersey
$1.56M +$1.57K +30 +0.1%
JAWM
247
J. Arnold Wealth Management
Ohio
$1.55M -$32.3K -618 -2%
MCIA
248
Mountain Capital Investment Advisors
Colorado
$1.55M +$255K +4,878 +22%
TF
249
Trek Financial
Arizona
$1.54M +$78.4K +1,500 +6%
AF
250
Advisornet Financial
Minnesota
$1.53M -$1.16M -22,164 -44%
8 9
10
11 12

IHI Hedge Fund Activity: Q4 2020 in Review

582 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2020, worth a combined $4.92B — up 14% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IHI positions and 19 closed out — a net gain of 102 holders — while 242 added to existing stakes and 142 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.8M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 582 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2020, up from 489 in Q3 2020.
  • Funds reported $4.92B of iShares US Medical Devices ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 121 funds opened new iShares US Medical Devices ETF positions in Q4 2020 and 19 closed out, a net change of +102 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2020 was AssetMark Inc, an estimated $57.8M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2020 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2020.