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iShares US Medical Devices ETF
IHI

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: 23 → 26 (+3)

4.83% more ownership

Funds ownership: 311.54% → 316.37% (+4.8%)

4% more funds holding

Funds holding: 468 → 489 (+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

Top Buyers

1
CM
Churchill Management
California
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$133M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$90.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$55.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.82M
5
KWM
Kingsview Wealth Management
Oregon
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
AWE
301
Avidian Wealth Enterprises
Texas
$552K +$114K +2,346 +27%
IFWM
302
Institute for Wealth Management
Colorado
$550K +$47.1K +972 +10%
SIM
303
Seaview Investment Managers
Florida
$549K +$535K +11,046 New
CFA
304
Carroll Financial Associates
North Carolina
$545K +$23.2K +480 +5%
CS
305
Credit Suisse
Switzerland
$545K +$90.7K +1,872 +21%
PWM
306
Perigon Wealth Management
California
$530K +$203K +4,182 +65%
PCG
307
Private Capital Group
Connecticut
$529K -$9.01K -186 -2%
WAS
308
WESPAC Advisors SoCal
California
$529K +$41.5K +858 +9%
Brown Advisory
309
Brown Advisory
Maryland
$527K -$5.81K -120 -1%
Rockefeller Capital Management
310
Rockefeller Capital Management
New York
$527K +$79.3K +1,638 +18%
LWP
311
Legacy Wealth Planning
Nevada
$518K -$8.43K -174 -2%
HFRG
312
Houlihan Financial Resource Group
Virginia
$516K +$471K +9,720 New
CFA
313
Cahill Financial Advisors
Minnesota
$510K – – –
Northern Trust
314
Northern Trust
Illinois
$505K +$24.7K +510 +5%
GDP
315
Great Diamond Partners
Maine
$495K +$102K +2,112 +27%
RFN
316
RDA Financial Network
Iowa
$484K -$66.8K -1,380 -12%
CA
317
Cornerstone Advisory
Maryland
$479K – – –
FUBT
318
First United Bank & Trust
Maryland
$475K -$143K -2,946 -24%
SWA
319
Stratos Wealth Advisors
Ohio
$474K +$203K +4,200 +79%
IF
320
Intrua Financial
Texas
$461K +$10.8K +222 +3%
MSAM
321
Moloney Securities Asset Management
Missouri
$460K +$52K +1,074 +13%
WA
322
WP Advisors
California
$459K +$291 +6 +0.1%
OAM
323
Oppenheimer Asset Management
New York
$456K +$443K +9,138 New
TCWM
324
Total Clarity Wealth Management
Illinois
$453K -$48.8K -1,008 -10%
SAM
325
Seelaus Asset Management
New Jersey
$452K – – –
11 12
13
14 15

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.