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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
CWP
451
Concord Wealth Partners
Virginia
$114K -$59K -1,020 -35%
RP
452
Rowlandmiller & Partners
Georgia
$110K
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$110K -$331K -5,724 -76%
MPWT
454
MassMutual Private Wealth & Trust
Connecticut
$109K -$3.12K -54 -3%
FCMT
455
Founders Capital Management (Texas)
Texas
$100K
EVM
456
Eaton Vance Management
Massachusetts
$99K -$14.2K -246 -13%
TA
457
Tectonic Advisors
Texas
$98K
TI
458
tru Independence
Oregon
$97K +$93.7K +1,620 New
Optiver Holding
459
Optiver Holding
Netherlands
$96K +$92K +1,590 New
FFA
460
Founders Financial Alliance
North Carolina
$94K -$12.1K -210 -12%
CCM
461
Covington Capital Management
California
$94K +$89.9K +1,554 New
SFSIG
462
San Francisco Sentry Investment Group
California
$93K
FCB
463
First Command Bank
Texas
$90K
FCFS
464
First Command Financial Services
Texas
$90K
CFA
465
Carroll Financial Associates
North Carolina
$89K +$12.5K +216 +17%
AF
466
Allworth Financial
California
$88K
FP
467
Financial Perspectives
Minnesota
$86.7K -$25.8M -446,640 -100%
EW
468
Evoke Wealth
California
$86K +$82.9K +1,434 New
AS
469
Altshuler Shaham
Israel
$84K +$80.8K +1,398 New
EBSAM
470
Eubel Brady & Suttman Asset Management
Ohio
$80K +$84.3K +1,458 New
CIA
471
Choate Investment Advisors
Massachusetts
$78K
HR
472
Howe & Rusling
New York
$72K +$69.4K +1,200 New
MA
473
Modus Advisors
Minnesota
$72K +$69.4K +1,200 New
SMG
474
Spectrum Management Group
Indiana
$70K -$2.35M -40,596 -97%
OIA
475
Optimum Investment Advisors
Illinois
$68K

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.