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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
CS
376
Comerica Securities
Michigan
$307K -$1.74M -30,156 -86%
CG
377
Cutler Group
California
$306K +$295K +5,100 New
GIA
378
Gladstone Institutional Advisory
Florida
$299K +$16K +276 +6%
SFP
379
Sterling Financial Planning
New Jersey
$295K +$347 +6 +0.1%
LWA
380
Lineweaver Wealth Advisors
Ohio
$293K -$3.07M -53,070 -92%
CFG
381
Cooper Financial Group
California
$292K -$3.87M -66,870 -93%
CCA
382
Column Capital Advisors
Indiana
$292K
HAS
383
HBW Advisory Services
California
$291K -$26.4K -456 -9%
AIM
384
Acropolis Investment Management
Missouri
$289K
MWM
385
Mattern Wealth Management
Kansas
$289K +$1.35M +23,400 +451%
FUBT
386
First United Bank & Trust
Maryland
$288K -$60.4K -1,044 -18%
CAM
387
Concorde Asset Management
Michigan
$286K -$2.5M -43,224 -90%
WF
388
Williams Financial
Vermont
$286K -$445K -7,692 -62%
AF
389
Advisornet Financial
Minnesota
$284K -$890K -15,384 -77%
RG
390
Rathbones Group
United Kingdom
$282K
MW
391
Marcum Wealth
Ohio
$281K -$1.39K -24 -0.5%
CCM
392
Crabel Capital Management
California
$279K +$269K +4,644 New
BHWM
393
Bay Harbor Wealth Management
Maryland
$275K -$1.04M -17,970 -80%
1IA
394
1834 Investment Advisors
Wisconsin
$274K
Northern Trust
395
Northern Trust
Illinois
$268K -$15.3K -264 -6%
Mirae Asset Global Investments
396
Mirae Asset Global Investments
South Korea
$265K
OWA
397
Octavia Wealth Advisors
Ohio
$258K -$108K -1,872 -30%
RIG
398
Renaissance Investment Group
Massachusetts
$256K +$2.78K +48 +1%
HGWM
399
Horst & Graben Wealth Management
Oregon
$255K -$2.01M -34,836 -89%
LSA
400
L & S Advisors
California
$254K +$244K +4,218 New

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.