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iShares US Medical Devices ETF

662 hedge funds and large institutions have $3.56B invested in iShares US Medical Devices ETF in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 188

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

15% more funds holding

Funds holding: 574662 (+88)

13% more capital invested

Capital invested by funds: $3.14B → $3.56B (+$419M)

2.06% more ownership

Funds ownership: 37.27%39.33% (+2.1%)

9% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.5M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
10.19%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
128
Increased
231
Reduced
188
Closed
32
Calls
$13.7M
Puts
$12.5M
Net Calls
+$1.12M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
TCA
301
Transcend Capital Advisors
New Jersey
$935K -$8.07K -126 -0.9%
GLA
302
Good Life Advisors
Pennsylvania
$931K -$69.8K -1,090 -7%
GPA
303
Guerra Pan Advisors
New Jersey
$915K +$890K +13,896 New
IAIM
304
International Assets Investment Management
Florida
$887K -$594K -9,286 -41%
RZH
305
Relyea Zuckerberg Hanson
Connecticut
$887K
WG
306
Watchman Group
Texas
$875K -$34.6K -540 -4%
MWM
307
Meridian Wealth Management
Kentucky
$871K +$50.6K +790 +6%
CA
308
Cornerstone Advisory
Maryland
$869K +$128 +2 +0%
PFA
309
Plotkin Financial Advisors
Maryland
$852K +$42.8K +668 +5%
CFA
310
Cahill Financial Advisors
Minnesota
$841K -$19.9K -311 -2%
SEIA
311
Signature Estate & Investment Advisors
California
$841K +$15.5K +242 +2%
NP
312
NorthRock Partners
Minnesota
$839K +$60.8K +949 +8%
Brown Advisory
313
Brown Advisory
Maryland
$837K
IA
314
Insight Advisors
Pennsylvania
$819K -$685K -10,696 -46%
WA
315
WBH Advisory
Maryland
$819K -$500K -7,804 -39%
T
316
TNF
Montana
$816K +$25.7K +401 +3%
MSFS
317
Main Street Financial Solutions
Pennsylvania
$814K +$4.22K +66 +0.5%
FWSM
318
First Wilshire Securities Management
California
$810K
PWM
319
Perigon Wealth Management
California
$782K +$69.7K +1,089 +10%
LFAS
320
Level Four Advisory Services
Texas
$779K +$515K +8,047 +213%
TCWM
321
Total Clarity Wealth Management
Illinois
$778K -$11K -172 -1%
CG
322
Cutler Group
California
$776K +$672K +10,495 +805%
TC
323
TownSquare Capital
Utah
$770K +$269K +4,209 +56%
GGI
324
GPM Growth Investors
Michigan
$766K -$14.3K -223 -2%
WAL
325
W Advisors LLC
Tennessee
$764K +$743K +11,602 New

IHI Hedge Fund Activity: Q4 2021 in Review

662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2021, worth a combined $3.56B — up 13% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IHI positions and 32 closed out — a net gain of 96 holders — while 231 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Marks Wealth, exiting entirely with an estimated $33.2M sold.

  • 662 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2021, up from 574 in Q3 2021.
  • Funds reported $3.56B of iShares US Medical Devices ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 128 funds opened new iShares US Medical Devices ETF positions in Q4 2021 and 32 closed out, a net change of +96 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2021 was Morgan Stanley, an estimated $36.3M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2021 was Marks Wealth, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.