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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
HWM
451
Howard Wealth Management
Connecticut
$344K -$1.6K -25 -0.5%
BWM
452
BigSur Wealth Management
Florida
$338K
MIA
453
MMBG Investment Advisors
Florida
$336K +$326K +5,100 New
HI
454
Hudock Inc
Pennsylvania
$333K +$64.1K +1,001 +25%
MPCG
455
Matrix Private Capital Group
New York
$330K +$5.44K +85 +2%
CCA
456
Column Capital Advisors
Indiana
$319K
DC
457
Davenport & Co
Virginia
$317K +$309K +4,821 New
AIM
458
Acropolis Investment Management
Missouri
$316K
SFP
459
Sterling Financial Planning
New Jersey
$315K +$320 +5 +0.1%
WA
460
Wealth Alliance
New York
$312K +$86.9K +1,357 +40%
MW
461
Marcum Wealth
Ohio
$311K +$64 +1 +0%
CP
462
Coho Partners
Pennsylvania
$310K +$301K +4,703 New
RG
463
Rathbones Group
United Kingdom
$308K
MWM
464
Mattern Wealth Management
Kansas
$307K -$6.15K -96 -2%
TP
465
Tranquility Partners
Tennessee
$307K -$1.54K -24 -0.5%
CA
466
Clearstead Advisors
Ohio
$307K +$256 +4 +0.1%
LWA
467
Lineweaver Wealth Advisors
Ohio
$299K -$3.65K -57 -1%
KWA
468
Kellett Wealth Advisors
Ohio
$291K +$283K +4,425 New
FUBT
469
First United Bank & Trust
Maryland
$287K -$8.96K -140 -3%
TFS
470
Thoroughbred Financial Services
Tennessee
$282K +$57.9K +905 +27%
IFS
471
Ifrah Financial Services
Arkansas
$276K -$704 -11 -0.3%
1IA
472
1834 Investment Advisors
Wisconsin
$275K -$24.4K -381 -8%
C
473
CEDRUS
Colorado
$271K +$264K +4,119 New
DY
474
Dowling & Yahnke
California
$271K
OWA
475
Octavia Wealth Advisors
Ohio
$269K +$7.94K +124 +3%

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.