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iShares US Medical Devices ETF

662 hedge funds and large institutions have $3.56B invested in iShares US Medical Devices ETF in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 188

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

15% more funds holding

Funds holding: 574662 (+88)

13% more capital invested

Capital invested by funds: $3.14B → $3.56B (+$419M)

2.06% more ownership

Funds ownership: 37.27%39.33% (+2.1%)

9% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.5M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
10.19%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
128
Increased
231
Reduced
188
Closed
32
Calls
$13.7M
Puts
$12.5M
Net Calls
+$1.12M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
426
Advisors Capital Management
New Jersey
$414K +$56.1K +876 +16%
WF
427
Williams Financial
Vermont
$410K +$82.1K +1,282 +26%
AF
428
Apexium Financial
Texas
$408K +$167K +2,616 +73%
COF
429
Capital One Financial
Virginia
$403K
T
430
TCWP
Ohio
$401K +$390K +6,091 New
CCM
431
Crabel Capital Management
California
$399K +$388K +6,065 New
HWM
432
HFR Wealth Management
New York
$395K
IFO
433
Independent Family Office
New York
$395K
SIC
434
Sterling Investment Counsel
New York
$394K +$383K +5,982 New
PP
435
Patten & Patten
Tennessee
$393K -$12K -188 -3%
MHB
436
Midwest Heritage Bank
Iowa
$390K +$379K +5,922 New
MSA
437
Marino Stram & Associates
Massachusetts
$388K -$18.1K -283 -5%
TW
438
TrinityPoint Wealth
Connecticut
$387K -$5.44K -85 -1%
AIP
439
Almanack Investment Partners
Pennsylvania
$387K +$6.34K +99 +2%
BSW
440
Buckingham Strategic Wealth
Missouri
$384K +$373K +5,831 New
VFM
441
Vivid Financial Management
California
$383K -$27.5K -430 -7%
CAG
442
Csenge Advisory Group
Florida
$382K -$393K -6,134 -85%
AWA
443
Acorn Wealth Advisors
Michigan
$381K -$21.6K -337 -6%
CPC
444
Cookson Peirce & Co
Pennsylvania
$370K -$20.9K -327 -6%
MCA
445
Martin Capital Advisors
Texas
$370K +$360K +5,622 New
PPA
446
Parametric Portfolio Associates
Washington
$361K +$125K +1,951 +55%
CRI
447
Colonial River Investments
Virginia
$360K +$350K +5,466 New
BFO
448
Biltmore Family Office
North Carolina
$356K
CA
449
CoreCap Advisors
Michigan
$346K +$336K +5,252 New
VAS
450
Vestmark Advisory Solutions
Massachusetts
$345K +$28.5K +445 +9%

IHI Hedge Fund Activity: Q4 2021 in Review

662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2021, worth a combined $3.56B — up 13% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IHI positions and 32 closed out — a net gain of 96 holders — while 231 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Marks Wealth, exiting entirely with an estimated $33.2M sold.

  • 662 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2021, up from 574 in Q3 2021.
  • Funds reported $3.56B of iShares US Medical Devices ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 128 funds opened new iShares US Medical Devices ETF positions in Q4 2021 and 32 closed out, a net change of +96 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2021 was Morgan Stanley, an estimated $36.3M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2021 was Marks Wealth, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.