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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
BFEC
251
Benjamin F. Edwards & Company
Missouri
$1.13M +$52.1K +817 +5%
IFG
252
Independent Financial Group
California
$1.12M -$587K -9,195 -34%
SPI
253
Santori & Peters Inc
Pennsylvania
$1.12M +$34.6K +543 +3%
CSWG
254
Cardinal Strategic Wealth Guidance
Kentucky
$1.12M -$1.89M -29,584 -62%
C1AG
255
Client 1st Advisory Group
Florida
$1.11M -$408K -6,390 -27%
PSF
256
Pacific Sun Financial
California
$1.11M +$1.13M +17,658 New
NFG
257
Next Financial Group
Texas
$1.1M +$386K +6,053 +53%
TSWM
258
Triangle Securities Wealth Management
North Carolina
$1.08M -$43.1K -675 -4%
TJHA
259
Thomas J. Herzfeld Advisors
Florida
$1.08M
AIFAIM
260
American Institute for Advanced Investment Management
Arizona
$1.07M -$183K -2,868 -14%
PFS
261
Prospera Financial Services
Texas
$1.02M +$3.19K +50 +0.3%
IA
262
IFP Advisors
Florida
$1.02M +$164K +2,565 +19%
NL
263
NWAM LLC
Washington
$1.01M +$15.4K +241 +2%
CAS
264
Cascadia Advisory Services
Oregon
$1.01M -$84.7K -1,327 -8%
ST
265
Spinnaker Trust
Maine
$992K -$16.6K -260 -2%
GIA
266
Goodwin Investment Advisory
Georgia
$982K +$254K +3,978 +34%
GWSG
267
GPS Wealth Strategies Group
Colorado
$977K -$95.3K -1,494 -9%
VFG
268
V2 Financial group
Illinois
$967K -$12.8K -200 -1%
GLA
269
Good Life Advisors
Pennsylvania
$956K +$178K +2,794 +22%
RZH
270
Relyea Zuckerberg Hanson
Connecticut
$941K +$957K +14,994 New
OAP
271
One Advisory Partners
Kansas
$935K +$25.6K +401 +3%
TCA
272
Transcend Capital Advisors
New Jersey
$932K +$37.1K +581 +4%
GM
273
GeoWealth Management
Illinois
$929K -$4.76M -74,623 -83%
SFA
274
Source Financial Advisors
New York
$929K -$6.95K -109 -0.7%
SG
275
StoneX Group
New York
$929K +$133K +2,083 +16%

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.