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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
NFC
26
Northeast Financial Consultants
Connecticut
$19.4M +$4.74M +74,297 +32%
Mercer Global Advisors
27
Mercer Global Advisors
Colorado
$18.8M +$13.1M +206,039 +221%
PA
28
Parallel Advisors
California
$17.7M -$15.9M -248,985 -47%
CM
29
Churchill Management
California
$16.2M -$1.06M -16,661 -6%
KCM
30
Karp Capital Management
California
$15.6M +$156K +2,451 +1%
EH
31
Equitable Holdings
New York
$15.6M +$536K +8,396 +3%
Janney Montgomery Scott
32
Janney Montgomery Scott
Pennsylvania
$15.6M +$619K +9,698 +4%
BCM
33
BTR Capital Management
California
$14.5M -$139K -2,180 -0.9%
BHB
34
Bank Hapoalim BM
Israel
$14.4M +$278K +4,365 +2%
FPGK
35
Financial Partners Group (Kansas)
Kansas
$14.4M +$353K +5,531 +2%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$14.1M +$1.36M +21,387 +11%
AWM
37
AE Wealth Management
Kansas
$13.8M +$11.8M +185,035 +543%
KHLMVGHM
38
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$13.4M +$6.48M +101,527 +91%
HPWA
39
Hall Private Wealth Advisors
North Carolina
$13.4M +$536K +8,394 +4%
MIC
40
Means Investment Company
Maine
$13.1M +$1.49M +23,416 +13%
OAJ
41
Ogorek Anthony Joseph
New York
$12.8M +$25.6K +402 +0.2%
Truist Financial
42
Truist Financial
North Carolina
$12.2M +$914K +14,330 +8%
SPC
43
Sigma Planning Corp
Michigan
$12.1M -$370K -5,802 -3%
RIG
44
RiverFront Investment Group
Virginia
$12M -$15M -235,373 -55%
NSLI
45
Nan Shan Life Insurance
Taiwan
$11.9M
FDCDDQ
46
Federation des caisses Desjardins du Quebec
Quebec, Canada
$11.7M +$345K +5,415 +3%
Stifel Financial
47
Stifel Financial
Missouri
$11.6M +$414K +6,495 +4%
HF
48
HRT Financial
New York
$11.4M -$2.36M -36,975 -17%
HCM
49
Hollencrest Capital Management
California
$11.2M +$392K +6,142 +4%
CAN
50
Cetera Advisor Networks
California
$10.3M +$1.34M +21,080 +15%

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.