We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

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: 2326 (+3)

4.83% more ownership

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

4% more funds holding

Funds holding: 468489 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
RFA
401
Reilly Financial Advisors
California
$150K
BFO
402
Biltmore Family Office
North Carolina
$135K
EP
403
Eudaimonia Partners
Tennessee
$130K -$6.1K -126 -5%
BEI
404
Benjamin Edwards Inc
Missouri
$120K -$3.78K -78 -3%
VFA
405
Valeo Financial Advisors
Indiana
$117K -$120K -2,472 -51%
WCG
406
Weaver Consulting Group
California
$115K
RWA
407
Ropes Wealth Advisors
Massachusetts
$114K
AA
408
Ancora Advisors
Ohio
$107K +$104K +2,142 New
AWA
409
Arkadios Wealth Advisors
Georgia
$103K +$17.7K +366 +23%
AIC
410
Archer Investment Corporation
Indiana
$101K
HI
411
Hudock Inc
Pennsylvania
$99K +$35.4K +732 +58%
TC
412
Truvestments Capital
Florida
$97K
OIA
413
Optimum Investment Advisors
Illinois
$86K +$2.91K +60 +4%
Bessemer Group
414
Bessemer Group
New Jersey
$83K +$80.8K +1,668 New
SFSIG
415
San Francisco Sentry Investment Group
California
$77K
Fifth Third Bancorp
416
Fifth Third Bancorp
Ohio
$75K -$112K -2,304 -61%
AAMA
417
Advanced Asset Management Advisors
Ohio
$75K
FFA
418
Founders Financial Alliance
North Carolina
$73K +$70.9K +1,464 New
ANBT
419
American National Bank & Trust
Texas
$68K
BWP
420
Baldwin Wealth Partners
Massachusetts
$64K +$24.7K +510 +67%
CIA
421
Choate Investment Advisors
Massachusetts
$64K +$62.5K +1,290 New
FP
422
Financial Perspectives
Minnesota
$63.2K
HPC
423
HM Payson & Co
Maine
$57K
VRM
424
Vectors Research Management
New York
$56K +$54.6K +1,128 New
CH
425
Canton Hathaway
Rhode Island
$53K

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.