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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
TPWA
276
TRUE Private Wealth Advisors
Oregon
$747K -$251K -5,184 -26%
CBFP
277
Cedar Brook Financial Partners
Ohio
$733K -$41.5K -858 -6%
JWCA
278
J.W. Cole Advisors
Florida
$727K +$705K +14,556 New
PA
279
PFG Advisors
Arizona
$702K +$378K +7,812 +131%
DADC
280
D.A. Davidson & Co
Montana
$701K +$228K +4,704 +50%
COF
281
Capital One Financial
Virginia
$695K +$58.1K +1,200 +9%
Jane Street
282
Jane Street
New York
$692K +$671K +13,860 New
AIC
283
Ameritas Investment Company
Nebraska
$669K
PWW
284
Pettyjohn Wood & White
Virginia
$664K -$29.1K -600 -4%
NP
285
NorthRock Partners
Minnesota
$659K -$182K -3,762 -22%
CPC
286
Cookson Peirce & Co
Pennsylvania
$654K -$55.5K -1,146 -8%
BCM
287
Breiter Capital Management
Florida
$647K
FHA
288
Flagship Harbor Advisors
Massachusetts
$641K -$101K -2,082 -14%
GLA
289
Good Life Advisors
Pennsylvania
$632K -$32.3K -666 -5%
CT
290
Caldwell Trust
Florida
$630K +$27.3K +564 +5%
SG
291
StoneX Group
New York
$630K +$24.7K +510 +4%
PFGIA
292
Patriot Financial Group Insurance Agency
Massachusetts
$622K +$96.2K +1,986 +19%
SA
293
Strategic Advisors
New York
$619K -$51.4K -1,062 -8%
VNA
294
Valley National Advisers
Pennsylvania
$615K +$141K +2,916 +31%
FWSM
295
First Wilshire Securities Management
California
$614K
GRP
296
Global Retirement Partners
California
$593K +$27.6K +570 +5%
CAPTRUST Financial Advisors
297
CAPTRUST Financial Advisors
North Carolina
$585K +$39.8K +822 +8%
PSF
298
Pacific Sun Financial
California
$579K +$32.3K +666 +6%
PPP
299
Private Portfolio Partners
New Jersey
$558K +$57.8K +1,194 +12%
FAIM
300
Financial Advocates Investment Management
Washington
$552K +$30.2K +624 +6%

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.