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iShares US Medical Devices ETF

559 hedge funds and large institutions have $2.87B invested in iShares US Medical Devices ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 231 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 566559 (-7)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less call options, than puts

Call options by funds: $21M | Put options by funds: $26.9M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 231

26% less capital invested

Capital invested by funds: $3.87B → $2.87B (-$995M)

44.87% less ownership

Funds ownership: 282.27%237.4% (-45%)

Holders
559
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
9.73%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
63
Increased
172
Reduced
231
Closed
65
Calls
$21M
Puts
$26.9M
Net Calls
-$5.93M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
LWM
301
Liberty Wealth Management
California
$622K -$1.44M -24,942 -70%
WW
302
Westshore Wealth
California
$621K +$76K +1,314 +15%
FTUS
303
Flow Traders U.S.
New York
$617K -$7.07M -122,274 -92%
CC
304
Copperleaf Capital
North Carolina
$592K -$1.74K -30 -0.3%
CCA
305
Cadent Capital Advisors
Oklahoma
$588K +$694 +12 +0.1%
MFG
306
Magnus Financial Group
New York
$587K +$19.4K +336 +4%
IF
307
Intrua Financial
Texas
$585K +$2.36M +40,740 +265%
AWA
308
Arete Wealth Advisors
Illinois
$580K -$86.1K -1,488 -13%
MWM
309
MBE Wealth Management
Wisconsin
$567K -$4.1M -70,890 -88%
EWA
310
EP Wealth Advisors
California
$564K -$234K -4,038 -30%
SRSA
311
S.R. Schill & Associates
Washington
$555K -$7.29K -126 -1%
WA
312
WP Advisors
California
$554K +$347 +6 +0.1%
PFA
313
Pettinga Financial Advisors
Indiana
$546K -$4.93M -85,206 -90%
SAS
314
Sanford Advisory Services
Michigan
$546K +$20.8K +360 +4%
WP
315
WealthShield Partners
North Carolina
$544K -$2.5M -43,212 -83%
SAM
316
Seelaus Asset Management
New Jersey
$538K -$86.7K -1,500 -14%
NCM
317
Northwest Capital Management
Oregon
$530K +$2.89M +49,932 New
EFSCE
318
Enterprise Financial Services Corp (EFSC)
Missouri
$529K +$50.3K +870 +11%
OWA
319
One Wealth Advisors
California
$522K -$750K -12,966 -60%
VWA
320
V Wealth Advisors
Kansas
$519K -$111K -1,920 -18%
OAM
321
Oppenheimer Asset Management
New York
$514K -$10.1K -174 -2%
BWM
322
Bulltick Wealth Management
Florida
$509K
PWA
323
Physician Wealth Advisors
Utah
$509K +$870K +15,048 +44%
RWMH
324
Riverpoint Wealth Management Holdings
Illinois
$505K
AWM
325
Activest Wealth Management
Florida
$505K +$34K +588 +8%

IHI Hedge Fund Activity: Q2 2021 in Review

559 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2021, worth a combined $2.87B — down 26% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IHI and 63 opened new positions — a net loss of 2 holders — while 231 trimmed existing stakes and 172 added.

The largest buyer was TD Asset Management, adding an estimated $97.4M. The largest seller was Envestnet Asset Management, cutting an estimated $364M.

  • 559 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2021, down from 566 in Q1 2021.
  • Funds reported $2.87B of iShares US Medical Devices ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 63 funds opened new iShares US Medical Devices ETF positions in Q2 2021 and 65 closed out, a net change of -2 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2021 was TD Asset Management, an estimated $97.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2021.