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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
LNWWM
376
Laird Norton Wetherby Wealth Management
California
$479K +$70.6K +1,350 +18%
SAS
377
Sanford Advisory Services
Michigan
$476K +$456K +8,724 New
BWM
378
Bulltick Wealth Management
Florida
$461K +$442K +8,460 New
SRSA
379
S.R. Schill & Associates
Washington
$460K +$224K +4,284 +103%
RWMH
380
Riverpoint Wealth Management Holdings
Illinois
$458K – – –
IFS
381
Ifrah Financial Services
Arkansas
$456K -$11.3K -216 -3%
HIA
382
Harbor Investment Advisory
Maryland
$449K +$1.57K +30 +0.4%
AL
383
Aspiriant LLC
California
$443K – – –
VC
384
Veracity Capital
Georgia
$440K -$30.1K -576 -7%
MFG
385
Magnus Financial Group
New York
$438K +$54.6K +1,044 +15%
BTWM
386
Baker Tilly Wealth Management
Wisconsin
$434K +$416K +7,950 New
MIG
387
McGuire Investment Group
Rhode Island
$431K -$1.88K -36 -0.5%
EFSCE
388
Enterprise Financial Services Corp (EFSC)
Missouri
$428K +$104K +1,980 +34%
GEA
389
Glen Eagle Advisors
New Jersey
$412K +$149K +2,850 +61%
FUBT
390
First United Bank & Trust
Maryland
$403K -$111K -2,118 -22%
KIA
391
KCM Investment Advisors
California
$399K – – –
FCA
392
FinTrust Capital Advisors
South Carolina
$394K -$24.5K -468 -6%
LWP
393
Lumature Wealth Partners
Georgia
$387K +$370K +7,086 New
ANTB
394
AMG National Trust Bank
Colorado
$376K – – –
AWA
395
Acorn Wealth Advisors
Michigan
$374K -$56.1K -1,074 -14%
BA
396
Ballast Advisors
Minnesota
$371K -$16K -306 -4%
FFWM
397
Future Financial Wealth Management
Ohio
$367K +$352K +6,726 New
SFP
398
Sterling Financial Planning
New Jersey
$364K +$349K +6,672 New
IA
399
IFG Advisory
Georgia
$363K +$25.7K +492 +8%
JSC
400
Jackson Square Capital
California
$361K -$13.8K -264 -4%
14 15
16
17 18

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.