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iShares US Medical Devices ETF

559 hedge funds and large institutions have $2.87B invested in iShares US Medical Devices ETF in 2021 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 172 increasing their positions, 231 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% less first-time investments, than exits

New positions opened: 63 | Existing positions closed: 65

1% less funds holding

Funds holding: 566559 (-7)

17% less funds holding in top 10

Funds holding in top 10: 2319 (-4)

22% less call options, than puts

Call options by funds: $21M | Put options by funds: $26.9M

26% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 231

26% less capital invested

Capital invested by funds: $3.87B → $2.87B (-$995M)

44.87% less ownership

Funds ownership: 282.27%237.4% (-45%)

Holders
559
Holders Change
-7
Holders Change %
-1.24%
% of All Funds
9.73%
Holding in Top 10
19
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-17.39%
% of All Funds
0.33%
New
63
Increased
172
Reduced
231
Closed
65
Calls
$21M
Puts
$26.9M
Net Calls
-$5.93M
Net Calls Change
+$1.21M
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
426
Avior Wealth Management
Nebraska
$221K -$65.9K -1,140 -24%
SIC
427
Samalin Investment Counsel
New York
$221K -$30.9K -534 -13%
IC
428
Inscription Capital
Texas
$216K +$208K +3,594 New
PWP
429
Principle Wealth Partners
Connecticut
$216K +$208K +3,594 New
SWMG
430
Strategic Wealth Management Group
Maryland
$215K +$206K +3,570 New
BJL
431
Brighton Jones LLC
Washington
$214K +$205K +3,552 New
CPIG
432
Chicago Partners Investment Group
Illinois
$214K +$994K +17,190 +500%
BFC
433
Bedel Financial Consulting
Indiana
$213K
EDRH
434
Edmond de Rothschild Holding
Switzerland
$213K
MFGM
435
Marshall Financial Group (Maryland)
Maryland
$213K +$205K +3,540 New
IWS
436
Insight Wealth Strategies
California
$211K -$384K -6,636 -65%
WANY
437
Wealthspire Advisors (New York)
New York
$207K -$301K -5,208 -60%
HI
438
Hudock Inc
Pennsylvania
$207K +$49.3K +852 +33%
KCA
439
Karn Couzens & Associates
Connecticut
$205K -$98.9K -1,710 -33%
EL
440
EMFO LLC
Florida
$199K +$191K +3,300 New
GLLW
441
Graves Light Lenhart Wealth
Virginia
$190K +$14.9K +258 +9%
CA
442
Clearstead Advisors
Ohio
$182K +$347 +6 +0.2%
RFA
443
Reilly Financial Advisors
California
$181K
RG
444
Retirement Group
California
$176K -$11.1K -192 -6%
AWA
445
Arkadios Wealth Advisors
Georgia
$173K +$52.7K +912 +46%
TJHA
446
Thomas J. Herzfeld Advisors
Florida
$172K
BFO
447
Biltmore Family Office
North Carolina
$162K
AIC
448
Archer Investment Corporation
Indiana
$136K -$28.8K -498 -18%
NFSG
449
Newbridge Financial Services Group
Florida
$130K +$43.7K +756 +54%
Fifth Third Bancorp
450
Fifth Third Bancorp
Ohio
$127K +$44.4K +768 +57%

IHI Hedge Fund Activity: Q2 2021 in Review

559 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2021, worth a combined $2.87B — down 26% from $3.87B a quarter earlier.

Sellers outnumbered buyers: 65 funds closed out of IHI and 63 opened new positions — a net loss of 2 holders — while 231 trimmed existing stakes and 172 added.

The largest buyer was TD Asset Management, adding an estimated $97.4M. The largest seller was Envestnet Asset Management, cutting an estimated $364M.

  • 559 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2021, down from 566 in Q1 2021.
  • Funds reported $2.87B of iShares US Medical Devices ETF stock for Q2 2021, down 26% quarter-over-quarter.
  • 63 funds opened new iShares US Medical Devices ETF positions in Q2 2021 and 65 closed out, a net change of -2 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2021 was TD Asset Management, an estimated $97.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2021 was Envestnet Asset Management, an estimated $364M sold.

Based on aggregated 13F filings for Q2 2021.