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iShares US Medical Devices ETF
IHI

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: 23 → 26 (+3)

4.83% more ownership

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

4% more funds holding

Funds holding: 468 → 489 (+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

Top Buyers

1
CM
Churchill Management
California
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$133M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$90.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$55.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.82M
5
KWM
Kingsview Wealth Management
Oregon
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
376
Princeton Capital Management
New Jersey
$244K +$2.62K +54 +1%
RJT
377
Raymond James Trust
Florida
$242K -$25.9K -534 -10%
CCA
378
Column Capital Advisors
Indiana
$242K – – –
AIM
379
Acropolis Investment Management
Missouri
$240K – – –
AWM
380
Avitas Wealth Management
California
$236K +$6.97K +144 +3%
IFAM
381
Institutional & Family Asset Management
Colorado
$235K +$228K +4,704 New
HWM
382
Howard Wealth Management
Connecticut
$235K +$228K +4,710 New
GEA
383
Glen Eagle Advisors
New Jersey
$235K +$42.1K +870 +23%
RG
384
Rathbones Group
United Kingdom
$234K – – –
VAG
385
VisionPoint Advisory Group
Texas
$223K – – –
GP
386
Geneva Partners
Wisconsin
$223K +$216K +4,458 New
TC
387
TownSquare Capital
Utah
$212K -$228K -4,704 -53%
SAM
388
Strategy Asset Managers
California
$212K +$205K +4,242 New
SWM
389
SeaCrest Wealth Management
New York
$210K -$79.6K -1,644 -28%
SIC
390
Samalin Investment Counsel
New York
$210K +$204K +4,206 New
SXL
391
Summit X LLC
Missouri
$209K +$32.5K +672 +1%
SRSA
392
S.R. Schill & Associates
Washington
$207K +$201K +4,146 New
ACM
393
AlphaStar Capital Management
North Carolina
$206K +$193K +3,978 New
PAS
394
Partnervest Advisory Services
California
$206K +$200K +4,134 New
PFO
395
Pathstone Family Office
New Jersey
$203K +$146K +3,006 +283%
LCM
396
LVM Capital Management
Michigan
$203K +$197K +4,068 New
CT
397
Clearstead Trust
Maine
$195K – – –
SBSB
398
Sullivan, Bruyette, Speros & Blaney
Virginia
$161K +$156K +3,216 New
APC
399
Aspire Private Capital
North Carolina
$159K +$4.07K +84 +3%
CA
400
Clearstead Advisors
Ohio
$151K +$146K +3,024 New
14 15
16
17 18

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.