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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
401
Campbell Wealth Management
Virginia
$333K
HWM
402
Howard Wealth Management
Connecticut
$329K -$7.34K -115 -2%
TSS
403
Two Sigma Securities
New York
$328K -$156K -2,443 -32%
SL
404
SWMG LLC
Texas
$324K +$62K +972 +23%
CG
405
Colony Group
Massachusetts
$322K -$766 -12 -0.2%
BWM
406
BigSur Wealth Management
Florida
$322K
WF
407
Williams Financial
Vermont
$310K +$12.3K +193 +4%
MPCG
408
Matrix Private Capital Group
New York
$309K +$314K +4,922 New
CCA
409
Column Capital Advisors
Indiana
$304K
VAS
410
Vestmark Advisory Solutions
Massachusetts
$301K +$39.5K +619 +15%
SFP
411
Sterling Financial Planning
New Jersey
$300K -$7.21K -113 -2%
MWM
412
Mattern Wealth Management
Kansas
$299K -$1.52M -23,820 -83%
AIM
413
Acropolis Investment Management
Missouri
$296K
MW
414
Marcum Wealth
Ohio
$296K +$3.06K +48 +1%
TP
415
Tranquility Partners
Tennessee
$295K +$300K +4,700 New
RG
416
Rathbones Group
United Kingdom
$294K
CA
417
Clearstead Advisors
Ohio
$293K +$104K +1,630 +54%
LWA
418
Lineweaver Wealth Advisors
Ohio
$289K -$17.9K -280 -6%
1IA
419
1834 Investment Advisors
Wisconsin
$286K
PWM
420
PRW Wealth Management
Massachusetts
$283K +$287K +4,500 New
FUBT
421
First United Bank & Trust
Maryland
$282K -$19.3K -303 -6%
CFG
422
Cooper Financial Group
California
$278K -$27.2K -427 -9%
VA
423
Valmark Advisers
Ohio
$276K +$30.2K +473 +12%
IFS
424
Ifrah Financial Services
Arkansas
$264K -$128 -2 -0%
HFS
425
Howard Financial Services
Texas
$262K +$128 +2 +0%

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.