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iShares US Medical Devices ETF

662 hedge funds and large institutions have $3.56B invested in iShares US Medical Devices ETF in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 188

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

15% more funds holding

Funds holding: 574662 (+88)

13% more capital invested

Capital invested by funds: $3.14B → $3.56B (+$419M)

2.06% more ownership

Funds ownership: 37.27%39.33% (+2.1%)

9% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.5M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
10.19%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
128
Increased
231
Reduced
188
Closed
32
Calls
$13.7M
Puts
$12.5M
Net Calls
+$1.12M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
226
Simplex Trading
Illinois
$1.71M +$1.66M +25,895 New
FANJ
227
Financial Architects (New Jersey)
New Jersey
$1.66M -$84.2K -1,315 -5%
BCM
228
Brookstone Capital Management
Illinois
$1.65M -$3.57M -55,764 -68%
IFWM
229
Institute for Wealth Management
Colorado
$1.64M +$89.5K +1,398 +6%
RFC
230
Regions Financial Corp
Alabama
$1.62M
OC
231
Oppenheimer & Co
New York
$1.61M +$180K +2,808 +13%
PFP
232
Paragon Financial Partners
California
$1.6M +$1.56M +24,310 New
Barclays
233
Barclays
United Kingdom
$1.59M
CIAS
234
CFS Investment Advisory Services
New Jersey
$1.56M +$253K +3,946 +18%
SIC
235
Salem Investment Counselors
North Carolina
$1.56M +$24.1K +377 +2%
Marshall Wace
236
Marshall Wace
United Kingdom
$1.55M -$3.59M -56,043 -70%
TCMP
237
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.54M +$1.49M +23,340 New
SWA
238
Stratos Wealth Advisors
Ohio
$1.52M +$133K +2,074 +10%
CBFP
239
Cedar Brook Financial Partners
Ohio
$1.52M +$206K +3,212 +16%
National Bank of Canada
240
National Bank of Canada
Quebec, Canada
$1.52M +$1.48M +23,058 New
PCFFS
241
Pacific Center for Financial Services
California
$1.51M +$2.37K +37 +0.2%
SS
242
Sunbelt Securities
Texas
$1.51M +$1.29M +20,194 +412%
Creative Planning
243
Creative Planning
Kansas
$1.5M +$43.3K +676 +3%
OPS
244
Orion Portfolio Solutions
Nebraska
$1.47M +$10.6K +165 +0.7%
ACM
245
Absolute Capital Management
Pennsylvania
$1.46M +$1.42M +22,227 New
MP
246
McDonald Partners
Ohio
$1.46M +$1.42M +22,227 New
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$1.45M +$1.41M +22,054 New
SFS
248
Sowell Financial Services
Arkansas
$1.45M -$124K -1,930 -8%
UWM
249
USAdvisors Wealth Management
Minnesota
$1.44M +$75.8K +1,184 +6%
CAM
250
Concorde Asset Management
Michigan
$1.44M -$55.4K -865 -4%

IHI Hedge Fund Activity: Q4 2021 in Review

662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2021, worth a combined $3.56B — up 13% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IHI positions and 32 closed out — a net gain of 96 holders — while 231 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Marks Wealth, exiting entirely with an estimated $33.2M sold.

  • 662 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2021, up from 574 in Q3 2021.
  • Funds reported $3.56B of iShares US Medical Devices ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 128 funds opened new iShares US Medical Devices ETF positions in Q4 2021 and 32 closed out, a net change of +96 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2021 was Morgan Stanley, an estimated $36.3M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2021 was Marks Wealth, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.