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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
CWA
476
Clearview Wealth Advisors
Oregon
$61K -$944K -16,320 -94%
HH
477
HWG Holdings
Texas
$58K
VRM
478
Vectors Research Management
New York
$57K -$10.1K -174 -15%
TC
479
Truvestments Capital
Florida
$54K -$112K -1,944 -68%
TFGT
480
TS Financial Group (TSFG)
Illinois
$54K
Franklin Resources
481
Franklin Resources
California
$53K
FFG
482
Ford Financial Group
California
$51K +$48.9K +846 New
CH
483
Canton Hathaway
Rhode Island
$50K
MIM
484
Macroview Investment Management
Maryland
$50K
SSB
485
Sandy Spring Bank
Maryland
$49K -$8.68K -150 -15%
EIP
486
Ellis Investment Partners
Pennsylvania
$49K -$347 -6 -0.7%
SBL
487
Sargent Bickham Lagudis
Colorado
$48K
ANBT
488
American National Bank & Trust
Texas
$45K
FPB
489
First PREMIER Bank
South Dakota
$45K
GWS
490
Glassman Wealth Services
Virginia
$45K +$347 +6 +0.8%
AWM
491
AllSquare Wealth Management
New York
$42K
PWA
492
Phoenix Wealth Advisors
North Carolina
$41K
PCA
493
Providence Capital Advisors
North Carolina
$40K
WT
494
Whittier Trust
California
$38K -$68K -1,176 -65%
PFA
495
Professional Financial Advisors
Nebraska
$38K +$7.29K +126 +25%
CWC
496
Carolinas Wealth Consulting
North Carolina
$36K
PP
497
PrairieView Partners
Minnesota
$36K
SWM
498
Selective Wealth Management
Virginia
$36K +$34.7K +600 New
HPC
499
HM Payson & Co
Maine
$35K -$43.7K -756 -57%
TWM
500
Tradition Wealth Management
Minnesota
$33K -$869K -15,018 -97%

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.