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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
DADC
251
D.A. Davidson & Co
Montana
$1.42M -$127K -1,987 -8%
SFG
252
Summit Financial Group
West Virginia
$1.41M
RIA
253
Regal Investment Advisors
Michigan
$1.4M -$21.8K -340 -2%
PA
254
PFG Advisors
Arizona
$1.38M +$45.4K +709 +4%
CT
255
Caldwell Trust
Florida
$1.38M -$8.83K -138 -0.7%
KWM
256
Kingsview Wealth Management
Oregon
$1.38M -$69.6K -1,087 -5%
BWP
257
Bernardo Wealth Planning
Pennsylvania
$1.37M -$132K -2,064 -9%
TFA
258
Teamwork Financial Advisors
Texas
$1.37M +$13.1K +204 +1%
SMC
259
Smith, Moore & Co
Missouri
$1.36M +$10.4K +162 +0.8%
CAPTRUST Financial Advisors
260
CAPTRUST Financial Advisors
North Carolina
$1.34M +$123K +1,921 +10%
PSF
261
Pacific Sun Financial
California
$1.33M +$162K +2,530 +14%
CSWG
262
Cardinal Strategic Wealth Guidance
Kentucky
$1.33M +$152K +2,372 +13%
NFG
263
Next Financial Group
Texas
$1.32M +$165K +2,579 +15%
RPCONE
264
Retirement Planning Company of New England
Rhode Island
$1.31M +$1.27M +19,901 New
MA
265
Mezzasalma Advisors
New Jersey
$1.3M -$20.9K -327 -2%
PBCM
266
Point Break Capital Management
Florida
$1.3M
P
267
&Partners
Tennessee
$1.3M
GVAG
268
Great Valley Advisor Group
Delaware
$1.29M -$54.2K -847 -4%
BCA
269
Bay Colony Advisors
Massachusetts
$1.27M -$2.5K -39 -0.2%
EL
270
EQ LLC
Washington
$1.26M +$27.5K +430 +2%
SFS
271
Security Financial Services
Indiana
$1.25M +$1.22M +19,050 New
CB
272
Commerce Bank
Missouri
$1.24M -$9.6K -150 -0.8%
BDS
273
Banco de Sabadell
Florida
$1.24M +$1.15M +17,925 +2,243%
WA
274
WP Advisors
California
$1.22M +$1.99K +31 +0.2%
BFEC
275
Benjamin F. Edwards & Company
Missouri
$1.21M +$21.6K +338 +2%

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.