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iShares US Medical Devices ETF
IHI

582 hedge funds and large institutions have $4.92B invested in iShares US Medical Devices ETF in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 19

70% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

19% more funds holding

Funds holding: 489 → 582 (+93)

14% more capital invested

Capital invested by funds: $4.31B → $4.92B (+$601M)

3% more ownership

Funds ownership: 316.37% → 319.37% (+3%)

87% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $124M

Holders
582
Holders Change
+93
Holders Change %
+19.02%
% of All Funds
10.3%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
121
Increased
242
Reduced
142
Closed
19
Calls
$15.7M
Puts
$124M
Net Calls
-$108M
Net Calls Change
-$35.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$29.8M
4
LPL Financial
LPL Financial
California
+$26.7M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$20.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$123M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$66.5M
3
MIH
Meitav Investment House
Israel
-$30.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BCA
276
Bay Colony Advisors
Massachusetts
$1.17M +$87.2K +1,668 +8%
MA
277
Mezzasalma Advisors
New Jersey
$1.15M +$1.1M +21,078 New
VWM
278
Venturi Wealth Management
Texas
$1.14M +$102K +1,950 +10%
FFS
279
Founders Financial Securities
Maryland
$1.14M +$111K +2,124 +11%
CB
280
Commerce Bank
Missouri
$1.1M +$5.33K +102 +0.5%
IAN
281
Integrated Advisors Network
Texas
$1.1M -$39.8K -762 -4%
OWA
282
Octavia Wealth Advisors
Ohio
$1.1M +$1.05M +20,178 New
P
283
&Partners
Tennessee
$1.09M +$22K +420 +2%
DADC
284
D.A. Davidson & Co
Montana
$1.09M +$310K +5,922 +42%
PBCM
285
Point Break Capital Management
Florida
$1.08M – – –
FANJ
286
Financial Architects (New Jersey)
New Jersey
$1.08M +$135K +2,580 +15%
BNP Paribas Financial Markets
287
BNP Paribas Financial Markets
France
$1.03M -$15.7M -300,276 -94%
LFAS
288
Level Four Advisory Services
Texas
$1.03M +$11.9K +228 +1%
WC
289
Westwind Capital
New Mexico
$1.03M -$8.78K -168 -0.9%
SMC
290
Smith, Moore & Co
Missouri
$1.03M +$41.1K +786 +4%
MYIA
291
Mount Yale Investment Advisors
Colorado
$1.03M +$65.2K +1,248 +7%
EWA
292
EP Wealth Advisors
California
$1.02M -$56.5K -1,080 -5%
PA
293
PFG Advisors
Arizona
$1.02M +$255K +4,878 +35%
TSWM
294
Triangle Securities Wealth Management
North Carolina
$1.01M -$9.41K -180 -1%
ST
295
Spinnaker Trust
Maine
$1.01M – – –
TJHA
296
Thomas J. Herzfeld Advisors
Florida
$1.01M – – –
Fidelity Investments
297
Fidelity Investments
Massachusetts
$1M -$131K -2,502 -12%
RCA
298
Rowland Carmichael Advisors
Arizona
$968K -$85.3K -1,632 -8%
SEIA
299
Signature Estate & Investment Advisors
California
$962K +$122K +2,334 +15%
WF
300
Williams Financial
Vermont
$962K +$922K +17,634 New
10 11
12
13 14

IHI Hedge Fund Activity: Q4 2020 in Review

582 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2020, worth a combined $4.92B — up 14% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IHI positions and 19 closed out — a net gain of 102 holders — while 242 added to existing stakes and 142 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.8M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 582 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2020, up from 489 in Q3 2020.
  • Funds reported $4.92B of iShares US Medical Devices ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 121 funds opened new iShares US Medical Devices ETF positions in Q4 2020 and 19 closed out, a net change of +102 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2020 was AssetMark Inc, an estimated $57.8M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2020 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2020.