We are live on ! Find out more
IHI icon

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
PPA
451
Parametric Portfolio Associates
Washington
$222K +$225K +3,534 New
EAM
452
Evanson Asset Management
California
$220K +$38.5K +604 New
KCA
453
Karn Couzens & Associates
Connecticut
$214K
NFG
454
Nations Financial Group
Iowa
$214K +$217K +3,404 New
SFG
455
StrategIQ Financial Group
Indiana
$214K +$218K +3,410 New
WA
456
Wealth Alliance
New York
$212K +$215K +3,376 New
TFS
457
Thoroughbred Financial Services
Tennessee
$212K +$216K +3,384 New
CWM
458
Comprehensive Wealth Management
Washington
$212K +$215K +3,371 New
RFN
459
RDA Financial Network
Iowa
$211K +$214K +3,356 New
EDRH
460
Edmond de Rothschild Holding
Switzerland
$207K -$15.9K -250 -7%
EL
461
EMFO LLC
Florida
$207K
HGWM
462
Horst & Graben Wealth Management
Oregon
$203K -$64.8K -1,015 -24%
AWM
463
Avior Wealth Management
Nebraska
$201K -$30.4K -476 -13%
SAM
464
Strategic Asset Management
Minnesota
$201K +$203K +3,186 New
KC
465
Kingfisher Capital
North Carolina
$200K +$203K +3,188 New
GLLW
466
Graves Light Lenhart Wealth
Virginia
$199K
AWA
467
Arkadios Wealth Advisors
Georgia
$197K +$17.4K +272 +9%
RFA
468
Reilly Financial Advisors
California
$188K
RG
469
Retirement Group
California
$177K -$6.25K -98 -3%
GTAM
470
Global Trust Asset Management
Florida
$166K +$160K +2,500 +1,667%
DWP
471
Destiny Wealth Partners
Florida
$163K +$166K +2,598 New
BHWM
472
Bay Harbor Wealth Management
Maryland
$162K -$127K -1,998 -44%
ED
473
Exane Derivatives
France
$149K +$147K +2,300 +3,485%
Fifth Third Bancorp
474
Fifth Third Bancorp
Ohio
$133K
MPWT
475
MassMutual Private Wealth & Trust
Connecticut
$113K

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.