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iShares US Medical Devices ETF
IHI

Overview Fund Activity

487 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, 218 increasing their positions, 122 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
487
Holders Change
+21
Holders Change %
+4.51%
% of All Funds
9.85%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.53%
New
73
Increased
218
Reduced
122
Closed
47
Calls
$13.3M
Puts
$85.7M
Net Calls
-$72.4M
Net Calls Change
-$13.7M

Top Buyers

1
CM
Churchill Management
California
+$181M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$135M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$93.3M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$57.5M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$39.1M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$208M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.64M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.82M
5
KWM
Kingsview Wealth Management
Oregon
-$6.67M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIM
301
Seaview Investment Managers
Florida
$549K +$549K +11,046 New
CFA
302
Carroll Financial Associates
North Carolina
$545K +$23.9K +480 +5%
CS
303
Credit Suisse
Switzerland
$545K +$93.5K +1,872 +21%
PWM
304
Perigon Wealth Management
California
$530K +$209K +4,182 +65%
PCG
305
Private Capital Group
Connecticut
$529K -$9.3K -186 -2%
WAS
306
WESPAC Advisors SoCal
California
$529K +$44.6K +858 +9%
Brown Advisory
307
Brown Advisory
Maryland
$527K -$6K -120 -1%
Rockefeller Capital Management
308
Rockefeller Capital Management
New York
$527K +$81.7K +1,638 +18%
LWP
309
Legacy Wealth Planning
Nevada
$518K -$8.69K -174 -2%
HFRG
310
Houlihan Financial Resource Group
Virginia
$516K +$516K +9,720 New
CFA
311
Cahill Financial Advisors
Minnesota
$510K – – –
Northern Trust
312
Northern Trust
Illinois
$505K +$25.4K +510 +5%
GDP
313
Great Diamond Partners
Maine
$495K +$105K +2,112 +27%
RFN
314
RDA Financial Network
Iowa
$484K -$68.9K -1,380 -12%
CA
315
Cornerstone Advisory
Maryland
$479K – – –
FUBT
316
First United Bank & Trust
Maryland
$475K -$147K -2,946 -24%
SWA
317
Stratos Wealth Advisors
Ohio
$474K +$210K +4,200 +79%
IF
318
Intrua Financial
Texas
$461K +$11.9K +222 +3%
MSAM
319
Moloney Securities Asset Management
Missouri
$460K +$53.6K +1,074 +13%
WA
320
WP Advisors
California
$459K +$300 +6 +0.1%
OAM
321
Oppenheimer Asset Management
New York
$456K +$456K +9,138 New
TCWM
322
Total Clarity Wealth Management
Illinois
$453K -$50.3K -1,008 -10%
SAM
323
Seelaus Asset Management
New Jersey
$452K – – –
BCA
324
Biltmore Capital Advisors
New Jersey
$434K +$434K +8,688 New
VC
325
Veracity Capital
Georgia
$432K +$432K +8,628 New
11 12
13
14 15