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
APWM
426
Atlas Private Wealth Management
New York
$52K
TFGT
427
TS Financial Group (TSFG)
Illinois
$52K
SSB
428
Sandy Spring Bank
Maryland
$48K -$65.7K -1,356 -58%
HH
429
HWG Holdings
Texas
$48K -$3.78K -78 -7%
NFSG
430
Newbridge Financial Services Group
Florida
$46K +$44.7K +924 New
MRCM
431
M&R Capital Management
New Jersey
$45K
PS
432
Planned Solutions
California
$45K +$43.6K +900 New
AF
433
Allworth Financial
California
$43K -$10.5K -216 -20%
Franklin Resources
434
Franklin Resources
California
$43K +$10.2K +210 +32%
MIM
435
Macroview Investment Management
Maryland
$42K +$36K +744 +827%
EIP
436
Ellis Investment Partners
Pennsylvania
$41K
MA
437
MUFG Americas
New York
$38K
FPB
438
First PREMIER Bank
South Dakota
$37K
AWM
439
AllSquare Wealth Management
New York
$35K
PCA
440
Providence Capital Advisors
North Carolina
$34K -$9.01K -186 -21%
KFS
441
Kelly Financial Services
Massachusetts
$33.9K +$29.3K +606 +842%
CWC
442
Carolinas Wealth Consulting
North Carolina
$32K +$2.32K +48 +8%
GWS
443
Glassman Wealth Services
Virginia
$30K
SBL
444
Sargent Bickham Lagudis
Colorado
$30K
GTAM
445
Global Trust Asset Management
Florida
$30K +$21.8K +450 +300%
Simplex Trading
446
Simplex Trading
Illinois
$27K -$71.8K -1,482 -73%
BHB
447
Bank Hapoalim BM
Israel
$25.7K -$128K -2,640 -0.5%
CAL
448
Capital Analysts LLC
Pennsylvania
$25K +$24.7K +510 New
GI
449
Gradient Investments
Minnesota
$25K +$24.7K +510 New
EWA
450
Evolution Wealth Advisors
Florida
$24K

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.