We are live on ! Find out more
IHI icon

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
LFF
351
Level Four Financial
Texas
$405K -$15.3K -264 -4%
FFWM
352
Future Financial Wealth Management
Ohio
$405K
HWMA
353
Heritage Wealth Management (Arizona)
Arizona
$401K -$295K -5,106 -43%
MA
354
MUFG Americas
New York
$390K +$331K +5,724 +757%
JCM
355
Jacobi Capital Management
Pennsylvania
$388K +$2.43K +42 +0.7%
SFI
356
SPC Financial Inc
Maryland
$384K +$347 +6 +0.1%
CAG
357
Csenge Advisory Group
Florida
$382K -$143K -2,466 -28%
SW
358
StrongBox Wealth
Missouri
$382K +$367K +6,354 New
COF
359
Capital One Financial
Virginia
$368K
AWM
360
Avitas Wealth Management
California
$367K +$3.47K +60 +1%
Bank Julius Baer & Co
361
Bank Julius Baer & Co
Switzerland
$366K -$2.43K -42 -0.7%
KPCM
362
Kings Point Capital Management
New York
$366K +$6.59K +114 +2%
PP
363
Patten & Patten
Tennessee
$363K +$3.47K +60 +1%
IFO
364
Independent Family Office
New York
$361K
HWM
365
HFR Wealth Management
New York
$361K +$347K +6,000 New
BOPW
366
Brandywine Oak Private Wealth
Pennsylvania
$356K +$343K +5,928 New
CPC
367
Cookson Peirce & Co
Pennsylvania
$355K +$1.39K +24 +0.4%
FHA
368
Flagship Harbor Advisors
Massachusetts
$350K -$5.9K -102 -2%
AIP
369
Almanack Investment Partners
Pennsylvania
$349K +$22.6K +390 +7%
ACM
370
Advisors Capital Management
New Jersey
$325K +$1.39K +24 +0.4%
IA
371
IFG Advisory
Georgia
$323K -$228K -3,936 -42%
HWM
372
Howard Wealth Management
Connecticut
$323K +$8.68K +150 +3%
CWM
373
Campbell Wealth Management
Virginia
$319K +$20.8K +360 +7%
CG
374
Colony Group
Massachusetts
$309K -$20.8K -360 -7%
BWM
375
BigSur Wealth Management
Florida
$309K

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.