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iShares US Medical Devices ETF

364 hedge funds and large institutions have $1.76B invested in iShares US Medical Devices ETF in 2020 Q1 according to their latest regulatory filings, with 52 funds opening new positions, 123 increasing their positions, 129 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% less repeat investments, than reductions

Existing positions increased: 123 | Existing positions reduced: 129

6% less funds holding

Funds holding: 386364 (-22)

11% less funds holding in top 10

Funds holding in top 10: 1917 (-2)

18.04% less ownership

Funds ownership: 271.73%253.69% (-18%)

19% less capital invested

Capital invested by funds: $2.16B → $1.76B (-$400M)

19% less first-time investments, than exits

New positions opened: 52 | Existing positions closed: 64

44% less call options, than puts

Call options by funds: $10.8M | Put options by funds: $19.1M

Holders
364
Holders Change
-22
Holders Change %
-5.7%
% of All Funds
8.02%
Holding in Top 10
17
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-10.53%
% of All Funds
0.37%
New
52
Increased
123
Reduced
129
Closed
64
Calls
$10.8M
Puts
$19.1M
Net Calls
-$8.37M
Net Calls Change
+$20M
Name Holding Trade Value Shares
Change
Change in
Stake
VFA
276
Valeo Financial Advisors
Indiana
$182K +$253 +6 +0.1%
AIM
277
Acropolis Investment Management
Missouri
$180K +$202K +4,800 New
1IA
278
1834 Investment Advisors
Wisconsin
$178K
CAPTRUST Financial Advisors
279
CAPTRUST Financial Advisors
North Carolina
$171K
RFWA
280
RPg Family Wealth Advisory
Massachusetts
$166K -$4.55K -108 -2%
ED
281
Exane Derivatives
France
$164K +$183K +4,356 New
CT
282
Clearstead Trust
Maine
$147K
Simplex Trading
283
Simplex Trading
Illinois
$140K +$157K +3,732 New
HWA
284
HCR Wealth Advisors
California
$137K -$7.58K -180 -5%
Fifth Third Bancorp
285
Fifth Third Bancorp
Ohio
$120K +$25.3K +600 +23%
RWA
286
Ropes Wealth Advisors
Massachusetts
$114K -$43.7K -1,038 -25%
RFA
287
Reilly Financial Advisors
California
$113K
EW
288
Element Wealth
Mississippi
$113K +$126K +3,000 New
BFO
289
Biltmore Family Office
North Carolina
$101K
AIC
290
Archer Investment Corporation
Indiana
$99K
BNP Paribas Financial Markets
291
BNP Paribas Financial Markets
France
$97.4K -$108K -2,574 -50%
WCG
292
Weaver Consulting Group
California
$93K +$5.81K +138 +6%
BEI
293
Benjamin Edwards Inc
Missouri
$90K +$99.3K +2,358 +7,860%
CAC
294
Certified Advisory Corp
Florida
$82K +$58.4K +1,386 +176%
EP
295
Eudaimonia Partners
Tennessee
$77K +$7.07K +168 +9%
TPWA
296
TRUE Private Wealth Advisors
Oregon
$75K
TC
297
Truvestments Capital
Florida
$73K +$81.9K +1,944 New
FCA
298
FinTrust Capital Advisors
South Carolina
$71K +$77.1K +1,830 +3,813%
OIA
299
Optimum Investment Advisors
Illinois
$70K -$117K -2,778 -60%
SSB
300
Sandy Spring Bank
Maryland
$70K +$13.1K +312 +20%

IHI Hedge Fund Activity: Q1 2020 in Review

364 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2020, worth a combined $1.76B — down 19% from $2.16B a quarter earlier.

Sellers outnumbered buyers: 64 funds closed out of IHI and 52 opened new positions — a net loss of 12 holders — while 129 trimmed existing stakes and 123 added.

The largest buyer was Morgan Stanley, adding an estimated $48.1M. The largest seller was Bank of Montreal, cutting an estimated $94.5M.

  • 364 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2020, down from 386 in Q4 2019.
  • Funds reported $1.76B of iShares US Medical Devices ETF stock for Q1 2020, down 19% quarter-over-quarter.
  • 52 funds opened new iShares US Medical Devices ETF positions in Q1 2020 and 64 closed out, a net change of -12 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2020 was Morgan Stanley, an estimated $48.1M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2020 was Bank of Montreal, an estimated $94.5M sold.

Based on aggregated 13F filings for Q1 2020.