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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
SAS
326
Sanford Advisory Services
Michigan
$607K +$38K +595 +7%
SAM
327
Seelaus Asset Management
New Jersey
$592K +$30.9K +485 +5%
SRSA
328
S.R. Schill & Associates
Washington
$576K -$3.76K -59 -0.6%
JIP
329
Jaffetilchin Investment Partners
Florida
$573K -$581K -9,113 -50%
WW
330
Westshore Wealth
California
$565K -$83.8K -1,314 -13%
KFS
331
Kaizen Financial Strategies
California
$561K +$570K +8,940 New
FA
332
Fermata Advisors
California
$558K +$76.3K +1,196 +16%
ANTB
333
AMG National Trust Bank
Colorado
$558K +$128K +2,000 +29%
EFSCE
334
Enterprise Financial Services Corp (EFSC)
Missouri
$552K
AF
335
Advisornet Financial
Minnesota
$552K +$260K +4,082 +87%
BWM
336
Bulltick Wealth Management
Florida
$531K
RWMH
337
Riverpoint Wealth Management Holdings
Illinois
$527K
VVP
338
Venture Visionary Partners
Ohio
$526K
Lido Advisors
339
Lido Advisors
California
$517K +$526K +8,238 New
GEA
340
Glen Eagle Advisors
New Jersey
$515K +$64 +1 +0%
AL
341
Aspiriant LLC
California
$510K
HIA
342
Harbor Investment Advisory
Maryland
$509K -$3.89K -61 -0.7%
AWM
343
Activest Wealth Management
Florida
$503K -$24.6K -386 -5%
OAM
344
Oppenheimer Asset Management
New York
$502K -$34.5K -541 -6%
RIA
345
Realta Investment Advisors
Delaware
$502K +$10.7K +168 +2%
LA
346
LexAurum Advisors
Kansas
$496K +$60.4K +946 +14%
MIG
347
McGuire Investment Group
Rhode Island
$491K +$4.72K +74 +1%
EWA
348
EP Wealth Advisors
California
$490K -$100K -1,572 -17%
LNWWM
349
Laird Norton Wetherby Wealth Management
California
$488K -$19.1K -300 -4%
GIA
350
Gladstone Institutional Advisory
Florida
$487K +$178K +2,788 +56%

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.