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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
FAM
26
Flaharty Asset Management
Florida
$18M +$1.1M +19,032 +7%
BWFA
27
Baltimore-Washington Financial Advisors
Maryland
$17.8M +$1.02M +17,688 +6%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$17.8M -$137M -2,374,350 -89%
CM
29
Churchill Management
California
$16.5M -$6.39M -110,562 -29%
KCM
30
Karp Capital Management
California
$14.8M +$375K +6,480 +3%
EH
31
Equitable Holdings
New York
$14.5M -$1.53M -26,478 -10%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$14.4M -$28M -484,104 -67%
NFC
33
Northeast Financial Consultants
Connecticut
$14.1M +$2.85M +49,218 +27%
BCM
34
BTR Capital Management
California
$14M +$25K +432 +0.2%
BHB
35
Bank Hapoalim BM
Israel
$13.6M +$876K +15,144 +7%
FPGK
36
Financial Partners Group (Kansas)
Kansas
$13.4M +$883K +15,276 +7%
Goldman Sachs
37
Goldman Sachs
New York
$13.2M -$13.8M -238,464 -52%
HF
38
HRT Financial
New York
$13.2M +$10.7M +184,212 +536%
Millennium Management
39
Millennium Management
New York
$12.6M +$11.7M +202,620 +2,931%
PVH
40
Psagot Value Holdings
Israel
$12.4M -$1.95M -33,768 -14%
HPWA
41
Hall Private Wealth Advisors
North Carolina
$12.3M +$11.8M +204,594 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$12.2M +$704K +12,180 +6%
OAJ
43
Ogorek Anthony Joseph
New York
$12.2M +$327K +5,646 +3%
WBG
44
Wharton Business Group
Pennsylvania
$12.2M +$345K +5,970 +3%
SPC
45
Sigma Planning Corp
Michigan
$11.9M -$696K -12,036 -6%
MPW
46
MA Private Wealth
California
$11.8M -$404K -6,990 -3%
NSLI
47
Nan Shan Life Insurance
Taiwan
$11.4M +$9.88M +170,892 +949%
MIC
48
Means Investment Company
Maine
$11.1M +$1.46M +25,236 +16%
FDCDDQ
49
Federation des caisses Desjardins du Quebec
Quebec, Canada
$10.9M -$469K -8,118 -4%
Truist Financial
50
Truist Financial
North Carolina
$10.8M -$3.99M -68,910 -28%

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.