We are live on ! Find out more
IHI icon

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
Bank Julius Baer & Co
301
Bank Julius Baer & Co
Switzerland
$957K +$119K +2,280 +15%
GWSG
302
GPS Wealth Strategies Group
Colorado
$956K -$36.7K -702 -4%
SPI
303
Santori & Peters Inc
Pennsylvania
$953K +$13.5K +258 +2%
VHAM
304
Van Hulzen Asset Management
California
$934K -$129K -2,472 -13%
SIC
305
Salem Investment Counselors
North Carolina
$917K +$38.9K +744 +5%
AA
306
Ancora Advisors
Ohio
$892K +$743K +14,214 +664%
CBFP
307
Cedar Brook Financial Partners
Ohio
$891K +$87.5K +1,674 +11%
PAMU
308
Pictet Asset Management (UK)
United Kingdom
$890K – – –
IFWM
309
Institute for Wealth Management
Colorado
$889K +$277K +5,292 +48%
CT
310
Caldwell Trust
Florida
$877K +$181K +3,456 +27%
OC
311
Oppenheimer & Co
New York
$873K -$976K -18,672 -54%
WDL
312
Well Done LLC
Michigan
$870K -$46.7K -894 -5%
Brown Advisory
313
Brown Advisory
Maryland
$862K +$275K +5,256 +50%
WG
314
Watchman Group
Texas
$856K -$12.5K -240 -2%
VFG
315
V2 Financial group
Illinois
$851K +$815K +15,600 New
PFS
316
Prospera Financial Services
Texas
$840K +$805K +15,408 New
GCA
317
Genesee Capital Advisors
New York
$830K -$376K -7,194 -32%
SG
318
StoneX Group
New York
$809K +$115K +2,208 +17%
SFA
319
Source Financial Advisors
New York
$805K +$772K +14,760 New
OGC
320
Oak Grove Capital
New Hampshire
$801K -$50.5K -966 -6%
GM
321
GeoWealth Management
Illinois
$801K +$766K +14,652 New
AIP
322
Almanack Investment Partners
Pennsylvania
$797K +$8.78K +168 +1%
FA
323
FDx Advisors
Illinois
$795K +$406K +7,764 +114%
Koshinski Asset Management
324
Koshinski Asset Management
Illinois
$788K -$18.5K -354 -2%
AIC
325
Ameritas Investment Company
Nebraska
$786K -$38.6K -738 -5%
11 12
13
14 15

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.