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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
SRSA
351
S.R. Schill & Associates
Washington
$619K +$14.5K +226 +2%
GIA
352
Gladstone Institutional Advisory
Florida
$602K +$89K +1,390 +18%
JIP
353
Jaffetilchin Investment Partners
Florida
$601K +$448 +7 +0.1%
AF
354
Advisornet Financial
Minnesota
$595K +$15.6K +243 +3%
SAS
355
Sanford Advisory Services
Michigan
$593K -$42.2K -659 -7%
WW
356
Westshore Wealth
California
$593K
KFS
357
Kaizen Financial Strategies
California
$589K
EA
358
Eudaimonia Advisors
Tennessee
$587K +$570K +8,910 New
ANTB
359
AMG National Trust Bank
Colorado
$585K
AWM
360
Activest Wealth Management
Florida
$578K +$49.5K +774 +10%
Lido Advisors
361
Lido Advisors
California
$577K +$33.9K +529 +6%
Wealthfront Advisers
362
Wealthfront Advisers
California
$577K +$66.9K +1,045 +14%
CS
363
Comerica Securities
Michigan
$573K +$98.1K +1,532 +21%
EFSCE
364
Enterprise Financial Services Corp (EFSC)
Missouri
$571K -$6.91K -108 -1%
SAM
365
Seelaus Asset Management
New Jersey
$568K -$51.2K -800 -8%
FA
366
Fermata Advisors
California
$568K -$16.3K -254 -3%
AWM
367
Apollon Wealth Management
South Carolina
$567K +$551K +8,613 New
PCA
368
Pallas Capital Advisors
Massachusetts
$564K -$24.6K -385 -4%
MHR
369
Matthew Hamilton Rosenberg
$562K +$96K +1,500 +21%
BWM
370
Bulltick Wealth Management
Florida
$557K
RWMH
371
Riverpoint Wealth Management Holdings
Illinois
$553K
VVP
372
Venture Visionary Partners
Ohio
$551K
AL
373
Aspiriant LLC
California
$543K +$7.68K +120 +1%
RIA
374
Realta Investment Advisors
Delaware
$543K +$16.1K +252 +3%
GEA
375
Glen Eagle Advisors
New Jersey
$541K

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.