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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
BJL
426
Brighton Jones LLC
Washington
$261K +$38.4K +602 +17%
CS
427
Candriam SCA
Luxembourg
$260K
DY
428
Dowling & Yahnke
California
$259K +$263K +4,122 New
PFO
429
Pathstone Family Office
New Jersey
$255K
HI
430
Hudock Inc
Pennsylvania
$255K +$39.2K +614 +18%
RIG
431
Renaissance Investment Group
Massachusetts
$254K -$13.7K -214 -5%
HWMA
432
Heritage Wealth Management (Arizona)
Arizona
$252K -$169K -2,650 -40%
OWA
433
Octavia Wealth Advisors
Ohio
$247K -$20.7K -324 -8%
F
434
F3Logic
Minnesota
$247K -$1.53K -24 -0.6%
CT
435
Clearstead Trust
Maine
$246K
SWM
436
SeaCrest Wealth Management
New York
$242K -$6K -94 -2%
AC
437
Alexandria Capital
Virginia
$241K -$12.8K -200 -5%
RW
438
Rede Wealth
Virginia
$241K -$10.1K -159 -4%
JSC
439
Jackson Square Capital
California
$241K
LRIA
440
Leonard Rickey Investment Advisors
Washington
$240K -$1.21M -18,955 -83%
MWA
441
Meridian Wealth Advisors
Texas
$239K
LWP
442
Lumature Wealth Partners
Georgia
$238K -$8.23K -129 -3%
LFAS
443
Level Four Advisory Services
Texas
$237K -$690K -10,821 -74%
TC
444
Telemus Capital
Michigan
$237K
PGAM
445
Princeton Global Asset Management
New Jersey
$237K +$3.89K +61 +2%
SIC
446
Samalin Investment Counsel
New York
$231K +$191 +3 +0.1%
AF
447
Apexium Financial
Texas
$225K +$228K +3,577 New
CPIG
448
Chicago Partners Investment Group
Illinois
$222K -$1.1M -17,192 -83%
APC
449
Aspire Private Capital
North Carolina
$222K -$25K -392 -10%
BFC
450
Bedel Financial Consulting
Indiana
$222K

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.