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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
226
Creative Planning
Kansas
$1.39M -$292K -4,572 -17%
KWM
227
Kingsview Wealth Management
Oregon
$1.38M -$188K -2,954 -12%
OC
228
Oppenheimer & Co
New York
$1.36M +$288K +4,519 +26%
RIA
229
Regal Investment Advisors
Michigan
$1.35M +$41.4K +649 +3%
SFG
230
Summit Financial Group
West Virginia
$1.35M -$5.1K -80 -0.4%
SWA
231
Stratos Wealth Advisors
Ohio
$1.32M -$6.51K -102 -0.5%
CT
232
Caldwell Trust
Florida
$1.32M -$4.85K -76 -0.4%
UWM
233
USAdvisors Wealth Management
Minnesota
$1.3M +$7.91K +124 +0.6%
TFA
234
Teamwork Financial Advisors
Texas
$1.29M +$1.31M +20,570 New
SMC
235
Smith, Moore & Co
Missouri
$1.28M +$72.4K +1,135 +6%
GVAG
236
Great Valley Advisor Group
Delaware
$1.28M -$20.5K -321 -2%
PP
237
Professional Planning
California
$1.27M -$39.9K -625 -3%
WA
238
WBH Advisory
Maryland
$1.27M +$1.29M +20,248 New
PA
239
PFG Advisors
Arizona
$1.27M +$15.6K +245 +1%
MA
240
Mezzasalma Advisors
New Jersey
$1.26M -$5.55K -87 -0.4%
CBFP
241
Cedar Brook Financial Partners
Ohio
$1.25M +$66.3K +1,039 +6%
PBCM
242
Point Break Capital Management
Florida
$1.24M
P
243
&Partners
Tennessee
$1.24M +$6.57K +103 +0.5%
CWM
244
Concentrum Wealth Management
California
$1.22M +$1.24M +19,489 New
BCA
245
Bay Colony Advisors
Massachusetts
$1.21M -$86.4K -1,354 -7%
QFA
246
Quattro Financial Advisors
Texas
$1.21M +$1.2M +18,770 New
CB
247
Commerce Bank
Missouri
$1.19M -$319 -5 -0%
EL
248
EQ LLC
Washington
$1.18M +$23.8K +373 +2%
WA
249
WP Advisors
California
$1.17M +$596K +9,341 +101%
CAPTRUST Financial Advisors
250
CAPTRUST Financial Advisors
North Carolina
$1.15M +$307K +4,806 +35%

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.