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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
CG
376
Colony Group
Massachusetts
$540K +$197K +3,073 +60%
NFSG
377
Newbridge Financial Services Group
Florida
$533K +$76.1K +1,189 +17%
QFA
378
Quattro Financial Advisors
Texas
$527K -$689K -10,770 -57%
WAS
379
WESPAC Advisors SoCal
California
$527K +$72.5K +1,132 +15%
Bank of New York Mellon
380
Bank of New York Mellon
New York
$519K +$505K +7,884 New
PWA
381
Physician Wealth Advisors
Utah
$513K +$94.2K +1,471 +22%
HIA
382
Harbor Investment Advisory
Maryland
$512K -$21.6K -337 -4%
LNWWM
383
Laird Norton Wetherby Wealth Management
California
$512K
OAM
384
Oppenheimer Asset Management
New York
$510K -$16.5K -258 -3%
SW
385
StrongBox Wealth
Missouri
$509K +$20K +312 +4%
IA
386
IFG Advisory
Georgia
$503K +$90K +1,406 +23%
JCM
387
Jacobi Capital Management
Pennsylvania
$500K -$1.41K -22 -0.3%
MIG
388
McGuire Investment Group
Rhode Island
$499K -$15.4K -241 -3%
AWM
389
Avitas Wealth Management
California
$497K +$92.7K +1,448 +24%
PFA
390
Pettinga Financial Advisors
Indiana
$493K
NCM
391
Northwest Capital Management
Oregon
$489K -$91.1K -1,423 -15%
HAS
392
HBW Advisory Services
California
$487K +$133K +2,071 +39%
BOPW
393
Brandywine Oak Private Wealth
Pennsylvania
$486K +$110K +1,725 +30%
KIA
394
KCM Investment Advisors
California
$482K
BBA
395
BLB&B Advisors
Pennsylvania
$479K
AO
396
Advisor OS
Illinois
$477K -$3.68M -57,489 -89%
LA
397
LexAurum Advisors
Kansas
$477K -$42.2K -659 -8%
DAM
398
Delta Asset Management
Tennessee
$474K +$461K +7,200 New
WP
399
WealthShield Partners
North Carolina
$473K +$2.69K +42 +0.6%
EWA
400
EP Wealth Advisors
California
$468K -$45.1K -704 -9%

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.