We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

559 hedge funds and large institutions have $2.87B invested in iShares US Medical Devices ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 231 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 566559 (-7)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less call options, than puts

Call options by funds: $21M | Put options by funds: $26.9M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 231

26% less capital invested

Capital invested by funds: $3.87B → $2.87B (-$995M)

44.87% less ownership

Funds ownership: 282.27%237.4% (-45%)

Holders
559
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
9.73%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
63
Increased
172
Reduced
231
Closed
65
Calls
$21M
Puts
$26.9M
Net Calls
-$5.93M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
GVAG
226
Great Valley Advisor Group
Delaware
$1.25M +$8.33K +144 +0.7%
FANJ
227
Financial Architects (New Jersey)
New Jersey
$1.25M +$83.6K +1,446 +7%
UWM
228
USAdvisors Wealth Management
Minnesota
$1.24M -$17.7K -306 -1%
BCA
229
Bay Colony Advisors
Massachusetts
$1.24M -$6.25K -108 -0.5%
IFWM
230
Institute for Wealth Management
Colorado
$1.23M +$61.8K +1,068 +6%
MA
231
Mezzasalma Advisors
New Jersey
$1.22M -$1.74K -30 -0.1%
APA
232
Allegiant Private Advisors
Florida
$1.21M +$354K +6,120 +44%
PA
233
PFG Advisors
Arizona
$1.2M +$17K +294 +1%
JGC
234
J. Goldman & Co
New York
$1.2M +$94.4K +1,632 +9%
AIFAIM
235
American Institute for Advanced Investment Management
Arizona
$1.2M -$64.2K -1,110 -5%
PBCM
236
Point Break Capital Management
Florida
$1.19M
P
237
&Partners
Tennessee
$1.18M -$22.6K -390 -2%
SMC
238
Smith, Moore & Co
Missouri
$1.16M +$27.1K +468 +2%
CB
239
Commerce Bank
Missouri
$1.14M -$74.6K -1,290 -6%
CBFP
240
Cedar Brook Financial Partners
Ohio
$1.13M +$98.5K +1,704 +10%
EL
241
EQ LLC
Washington
$1.1M -$1.57M -27,180 -60%
SIC
242
Salem Investment Counselors
North Carolina
$1.08M +$16.3K +282 +2%
TSWM
243
Triangle Securities Wealth Management
North Carolina
$1.07M -$38.2K -660 -4%
JIP
244
Jaffetilchin Investment Partners
Florida
$1.05M +$527K +9,120 +100%
CAS
245
Cascadia Advisory Services
Oregon
$1.04M -$608K -10,518 -38%
SPI
246
Santori & Peters Inc
Pennsylvania
$1.04M +$5.21K +90 +0.5%
OC
247
Oppenheimer & Co
New York
$1.03M +$117K +2,022 +13%
BFEC
248
Benjamin F. Edwards & Company
Missouri
$1.03M -$329K -5,688 -25%
JAWM
249
J. Arnold Wealth Management
Ohio
$1.03M +$52K +900 +6%
MFS
250
Mirabella Financial Services
United Kingdom
$1.03M +$987K +17,064 New

IHI Hedge Fund Activity: Q2 2021 in Review

559 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2021, worth a combined $2.87B — down 26% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IHI and 63 opened new positions — a net loss of 2 holders — while 231 trimmed existing stakes and 172 added.

The largest buyer was TD Asset Management, adding an estimated $97.4M. The largest seller was Envestnet Asset Management, cutting an estimated $364M.

  • 559 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2021, down from 566 in Q1 2021.
  • Funds reported $2.87B of iShares US Medical Devices ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 63 funds opened new iShares US Medical Devices ETF positions in Q2 2021 and 65 closed out, a net change of -2 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2021 was TD Asset Management, an estimated $97.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2021.