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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
AWA
351
ARS Wealth Advisors
Florida
$589K +$565K +10,800 New
W
352
WealthOne
New York
$577K +$553K +10,578 New
PPP
353
Private Portfolio Partners
New Jersey
$574K -$34.8K -666 -6%
MSAM
354
Moloney Securities Asset Management
Missouri
$567K +$61.8K +1,182 +13%
LWP
355
Legacy Wealth Planning
Nevada
$566K – – –
AA
356
Advisory Alpha
Michigan
$561K +$529K +10,116 +6,244%
1832 Asset Management
357
1832 Asset Management
Ontario, Canada
$560K +$93.8K +1,794 +21%
OWA
358
One Wealth Advisors
California
$556K +$533K +10,188 New
FHC
359
First Heartland Consultants
Missouri
$551K +$77.5K +1,482 +17%
SIM
360
Seaview Investment Managers
Florida
$540K -$59.9K -1,146 -10%
CG
361
Colony Group
Massachusetts
$540K +$137K +2,616 +36%
SAM
362
Seelaus Asset Management
New Jersey
$537K +$40.8K +780 +9%
TPWA
363
TRUE Private Wealth Advisors
Oregon
$532K -$271K -5,190 -35%
WEC
364
Winslow Evans & Crocker
Massachusetts
$530K +$83.1K +1,590 +20%
LA
365
LexAurum Advisors
Kansas
$529K +$113K +2,166 +29%
CA
366
Cornerstone Advisory
Maryland
$524K – – –
IF
367
Intrua Financial
Texas
$519K +$47K +900 +10%
FIA
368
Foundations Investment Advisors
Arizona
$510K +$470K +9,000 New
WA
369
WP Advisors
California
$502K +$627 +12 +0.1%
JIP
370
Jaffetilchin Investment Partners
Florida
$497K +$66.2K +1,266 +16%
UAS
371
United Asset Strategies
New York
$495K +$474K +9,066 New
KFS
372
Kaizen Financial Strategies
California
$494K +$474K +9,060 New
CW
373
CreativeOne Wealth
Kansas
$492K +$473K +9,042 New
TCWM
374
Total Clarity Wealth Management
Illinois
$491K -$4.08K -78 -0.9%
OAM
375
Oppenheimer Asset Management
New York
$490K -$8.15K -156 -2%
13 14
15
16 17

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.