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iShares US Medical Devices ETF

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: 2326 (+3)

4.83% more ownership

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

4% more funds holding

Funds holding: 468489 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
BCA
326
Biltmore Capital Advisors
New Jersey
$434K +$421K +8,688 New
VC
327
Veracity Capital
Georgia
$432K +$418K +8,628 New
FHC
328
First Heartland Consultants
Missouri
$431K +$418K +8,622 New
IFS
329
Ifrah Financial Services
Arkansas
$428K -$7.84K -162 -2%
SWM
330
SigFig Wealth Management
California
$426K +$162K +3,336 +62%
1832 Asset Management
331
1832 Asset Management
Ontario, Canada
$422K
RWMH
332
Riverpoint Wealth Management Holdings
Illinois
$419K
HIA
333
Harbor Investment Advisory
Maryland
$409K +$2.91K +60 +0.7%
AL
334
Aspiriant LLC
California
$406K
WEC
335
Winslow Evans & Crocker
Massachusetts
$405K +$11.6K +240 +3%
MIG
336
McGuire Investment Group
Rhode Island
$396K +$1.45K +30 +0.4%
AWA
337
Acorn Wealth Advisors
Michigan
$396K +$9.01K +186 +2%
JIP
338
Jaffetilchin Investment Partners
Florida
$392K -$50.8K -1,050 -12%
LA
339
LexAurum Advisors
Kansas
$376K +$365K +7,536 New
LNWWM
340
Laird Norton Wetherby Wealth Management
California
$372K -$10.2K -210 -3%
KIA
341
KCM Investment Advisors
California
$366K -$29.1K -600 -8%
CG
342
Colony Group
Massachusetts
$364K
BA
343
Ballast Advisors
Minnesota
$355K
Lido Advisors
344
Lido Advisors
California
$355K +$344K +7,104 New
MFG
345
Magnus Financial Group
New York
$348K +$101K +2,088 +43%
JSC
346
Jackson Square Capital
California
$344K -$63.1K -1,302 -16%
ANTB
347
AMG National Trust Bank
Colorado
$344K
FA
348
FDx Advisors
Illinois
$340K +$330K +6,816 New
CWA
349
Clarus Wealth Advisors
Arizona
$339K +$64.2K +1,326 +24%
WP
350
WealthPLAN Partners
Nebraska
$332K +$21.5K +444 +8%

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.