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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
FAM
26
Flaharty Asset Management
Florida
$22.6M +$1.82M +28,392 +9%
MFS
27
Mirabella Financial Services
United Kingdom
$22.2M +$21.6M +337,148 New
CA
28
Cumberland Advisors
Florida
$21.8M -$269K -4,208 -1%
BWFA
29
Baltimore-Washington Financial Advisors
Maryland
$21.1M +$539K +8,423 +3%
Mercer Global Advisors
30
Mercer Global Advisors
Colorado
$17.7M -$2M -31,200 -10%
KCM
31
Karp Capital Management
California
$17.2M +$810K +12,650 +5%
BHB
32
Bank Hapoalim BM
Israel
$17.1M +$1.91M +29,888 +13%
EH
33
Equitable Holdings
New York
$16.9M +$526K +8,213 +3%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$16.8M +$386K +6,035 +2%
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$15.8M +$924K +14,437 +6%
MIC
36
Means Investment Company
Maine
$15.4M +$1.66M +25,918 +12%
CM
37
Churchill Management
California
$14.9M -$2M -31,218 -12%
BCM
38
BTR Capital Management
California
$14.9M -$323K -5,044 -2%
CAN
39
Cetera Advisor Networks
California
$14.1M +$3.16M +49,353 +30%
KHLMVGHM
40
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$14.1M
HPWA
41
Hall Private Wealth Advisors
North Carolina
$14M -$62.7K -980 -0.5%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$13.9M +$420K +6,566 +3%
RIG
43
RiverFront Investment Group
Virginia
$13.4M +$771K +12,038 +6%
OAJ
44
Ogorek Anthony Joseph
New York
$13.2M -$162K -2,523 -1%
AWM
45
AE Wealth Management
Kansas
$12.8M -$1.6M -25,010 -11%
SPC
46
Sigma Planning Corp
Michigan
$12.7M +$75.5K +1,179 +0.6%
Truist Financial
47
Truist Financial
North Carolina
$12.6M -$241K -3,761 -2%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.5M +$225K +3,521 +2%
Stifel Financial
49
Stifel Financial
Missouri
$12.4M +$174K +2,723 +1%
JCM
50
Janney Capital Management
Pennsylvania
$11.8M +$4.27M +66,647 +59%

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.