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iShares US Medical Devices ETF
IHI

582 hedge funds and large institutions have $4.92B invested in iShares US Medical Devices ETF in 2020 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 242 increasing their positions, 142 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

537% more first-time investments, than exits

New positions opened: 121 | Existing positions closed: 19

70% more repeat investments, than reductions

Existing positions increased: 242 | Existing positions reduced: 142

19% more funds holding in top 10

Funds holding in top 10: 26 → 31 (+5)

19% more funds holding

Funds holding: 489 → 582 (+93)

14% more capital invested

Capital invested by funds: $4.31B → $4.92B (+$601M)

3% more ownership

Funds ownership: 316.37% → 319.37% (+3%)

87% less call options, than puts

Call options by funds: $15.7M | Put options by funds: $124M

Holders
582
Holders Change
+93
Holders Change %
+19.02%
% of All Funds
10.3%
Holding in Top 10
31
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+19.23%
% of All Funds
0.55%
New
121
Increased
242
Reduced
142
Closed
19
Calls
$15.7M
Puts
$124M
Net Calls
-$108M
Net Calls Change
-$35.9M

Top Buyers

1
AssetMark Inc
AssetMark Inc
California
+$57.8M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$44.6M
3
Morgan Stanley
Morgan Stanley
New York
+$29.8M
4
LPL Financial
LPL Financial
California
+$26.7M
5
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
+$20.6M

Top Sellers

1
JP Morgan Chase
JP Morgan Chase
New York
-$123M
2
MIFH
Migdal Insurance & Financial Holdings
Israel
-$66.5M
3
MIH
Meitav Investment House
Israel
-$30.2M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$15.7M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$13.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
426
BigSur Wealth Management
Florida
$280K – – –
SFG
427
Summit Financial Group
West Virginia
$278K – – –
AFS
428
Access Financial Services
Minnesota
$276K +$264K +5,052 New
ACM
429
Advisors Capital Management
New Jersey
$274K -$5.02K -96 -2%
GSWM
430
Golden State Wealth Management
California
$274K +$262K +5,016 New
KCA
431
Karn Couzens & Associates
Connecticut
$274K +$263K +5,022 New
VAS
432
Vestmark Advisory Solutions
Massachusetts
$273K +$261K +4,998 New
HWM
433
Howard Wealth Management
Connecticut
$271K +$14.1K +270 +6%
KFGK
434
Keystone Financial Group (Kentucky)
Kentucky
$271K +$260K +4,968 New
1IA
435
1834 Investment Advisors
Wisconsin
$270K – – –
PCM
436
Princeton Capital Management
New Jersey
$270K +$4.08K +78 +2%
LFF
437
Level Four Financial
Texas
$270K +$259K +4,950 New
LRIA
438
Leonard Rickey Investment Advisors
Washington
$266K -$39.2K -750 -13%
CCA
439
Column Capital Advisors
Indiana
$264K – – –
UCFA
440
United Capital Financial Advisors
Texas
$264K +$253K +4,836 New
ICG
441
InterOcean Capital Group
Tennessee
$264K +$253K +4,848 New
RJT
442
Raymond James Trust
Florida
$262K -$3.14K -60 -1%
AIM
443
Acropolis Investment Management
Missouri
$262K – – –
SAM
444
Strategy Asset Managers
California
$262K +$29.5K +564 +13%
IFAM
445
Institutional & Family Asset Management
Colorado
$257K – – –
RG
446
Rathbones Group
United Kingdom
$255K – – –
JFS
447
JD Financial Services
Pennsylvania
$252K +$241K +4,614 New
ICP
448
Interchange Capital Partners
Pennsylvania
$245K +$235K +4,494 New
RIG
449
Renaissance Investment Group
Massachusetts
$240K -$33.6K -642 -13%
SIC
450
Samalin Investment Counsel
New York
$230K – – –
16 17
18
19 20

IHI Hedge Fund Activity: Q4 2020 in Review

582 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2020, worth a combined $4.92B — up 14% from $4.31B a quarter earlier.

Buyers outnumbered sellers: 121 funds opened new IHI positions and 19 closed out — a net gain of 102 holders — while 242 added to existing stakes and 142 trimmed.

The largest buyer was AssetMark Inc, adding an estimated $57.8M. The largest seller was JP Morgan Chase, cutting an estimated $123M.

  • 582 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2020, up from 489 in Q3 2020.
  • Funds reported $4.92B of iShares US Medical Devices ETF stock for Q4 2020, up 14% quarter-over-quarter.
  • 121 funds opened new iShares US Medical Devices ETF positions in Q4 2020 and 19 closed out, a net change of +102 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2020 was AssetMark Inc, an estimated $57.8M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2020 was JP Morgan Chase, an estimated $123M sold.

Based on aggregated 13F filings for Q4 2020.