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iShares US Medical Devices ETF

489 hedge funds and large institutions have $4.31B invested in iShares US Medical Devices ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 219 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 123

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $3.48B → $4.31B (+$836M)

13% more funds holding in top 10

Funds holding in top 10: 2326 (+3)

4.83% more ownership

Funds ownership: 311.54%316.37% (+4.8%)

4% more funds holding

Funds holding: 468489 (+21)

85% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $85.7M

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
9.87%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.52%
New
73
Increased
219
Reduced
123
Closed
47
Calls
$13.3M
Puts
$85.7M
Net Calls
-$72.4M
Net Calls Change
-$13.7M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
251
Westwind Capital
New Mexico
$953K -$23.8K -492 -3%
VWM
252
Venturi Wealth Management
Texas
$944K +$69.7K +1,440 +8%
TSWM
253
Triangle Securities Wealth Management
North Carolina
$936K -$24.7K -510 -3%
FFS
254
Founders Financial Securities
Maryland
$936K +$907K +18,738 New
LFAS
255
Level Four Advisory Services
Texas
$934K +$36.3K +750 +4%
ST
256
Spinnaker Trust
Maine
$927K -$75.8K -1,566 -8%
TJHA
257
Thomas J. Herzfeld Advisors
Florida
$917K +$221K +4,554 +33%
GWSG
258
GPS Wealth Strategies Group
Colorado
$910K +$882K +18,222 New
SMC
259
Smith, Moore & Co
Missouri
$904K -$3.49K -72 -0.4%
SPFA
260
Summit Place Financial Advisors
New Jersey
$900K +$873K +18,030 New
JGC
261
J. Goldman & Co
New York
$890K -$316K -6,516 -27%
MYIA
262
Mount Yale Investment Advisors
Colorado
$880K +$19.8K +408 +2%
FANJ
263
Financial Architects (New Jersey)
New Jersey
$859K +$12.2K +252 +1%
WWM
264
Western Wealth Management
Colorado
$852K -$40.1K -828 -5%
WDL
265
Well Done LLC
Michigan
$841K -$9.59K -198 -1%
FTUS
266
Flow Traders U.S.
New York
$828K +$803K +16,584 New
SPI
267
Santori & Peters Inc
Pennsylvania
$827K +$38.9K +804 +5%
PAMU
268
Pictet Asset Management (UK)
United Kingdom
$815K +$790K +16,320 New
SIC
269
Salem Investment Counselors
North Carolina
$802K -$28.8K -594 -4%
WG
270
Watchman Group
Texas
$797K
OGC
271
Oak Grove Capital
New Hampshire
$781K -$1.02M -21,102 -57%
AIP
272
Almanack Investment Partners
Pennsylvania
$764K -$78.7K -1,626 -10%
SEIA
273
Signature Estate & Investment Advisors
California
$764K +$327K +6,762 +79%
Bank Julius Baer & Co
274
Bank Julius Baer & Co
Switzerland
$762K -$2.62K -54 -0.4%
AWM
275
Avior Wealth Management
Nebraska
$760K -$839K -17,334 -53%

IHI Hedge Fund Activity: Q3 2020 in Review

489 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2020, worth a combined $4.31B — up 24% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IHI positions and 47 closed out — a net gain of 26 holders — while 219 added to existing stakes and 123 trimmed.

The largest buyer was Churchill Management, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 489 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2020, up from 468 in Q2 2020.
  • Funds reported $4.31B of iShares US Medical Devices ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 73 funds opened new iShares US Medical Devices ETF positions in Q3 2020 and 47 closed out, a net change of +26 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2020 was Churchill Management, an estimated $175M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2020 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2020.