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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
AAMA
301
Advanced Asset Management Advisors
Ohio
$68K -$22.7K -540 -23%
FCMT
302
Founders Capital Management (Texas)
Texas
$62K +$12.6K +300 +22%
SFSIG
303
San Francisco Sentry Investment Group
California
$58K +$14.7K +348 +29%
AWA
304
Arkadios Wealth Advisors
Georgia
$56.3K -$5.05K -120 -7%
ANBT
305
American National Bank & Trust
Texas
$51K
APWM
306
Atlas Private Wealth Management
New York
$51K
CIAS
307
Capital Investment Advisory Services
North Carolina
$50K +$10.1K +240 +22%
CTC
308
Central Trust Company
Missouri
$45K -$12.6K -300 -20%
BWM
309
BerganKDV Wealth Management
Minnesota
$44K +$29.8K +708 +149%
FP
310
Financial Perspectives
Minnesota
$43K
HPC
311
HM Payson & Co
Maine
$43K
CH
312
Canton Hathaway
Rhode Island
$40K +$9.6K +228 +28%
PFO
313
Pathstone Family Office
New Jersey
$40K +$44.7K +1,062 New
MRCM
314
M&R Capital Management
New Jersey
$34K -$503K -11,940 -93%
TFGT
315
TS Financial Group (TSFG)
Illinois
$34K
PCA
316
Providence Capital Advisors
North Carolina
$34K +$38.7K +918 New
PO
317
Private Ocean
California
$33K +$37.9K +900 New
AF
318
Allworth Financial
California
$32K -$253 -6 -0.7%
BWP
319
Baldwin Wealth Partners
Massachusetts
$29K -$75.8K -1,800 -70%
EIP
320
Ellis Investment Partners
Pennsylvania
$29K
FPB
321
First PREMIER Bank
South Dakota
$28K +$6.32K +150 +25%
VCS
322
Vaughan & Co Securities
New Jersey
$27K
WAP
323
Wealthcare Advisory Partners
Pennsylvania
$25K -$49.3K -1,170 -64%
KPCM
324
Kings Point Capital Management
New York
$24K +$27.3K +648 New
GWS
325
Glassman Wealth Services
Virginia
$23K

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.