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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
AA
476
Advisory Alpha
Michigan
$269K +$262K +4,091 New
JSW
477
Journey Strategic Wealth
New Jersey
$269K +$262K +4,092 New
PFO
478
Pathstone Family Office
New Jersey
$268K
AWA
479
Arkadios Wealth Advisors
Georgia
$267K +$57.7K +901 +29%
AR
480
Apeiron RIA
Texas
$267K +$259K +4,049 New
PCS
481
Personal CFO Solutions
New Jersey
$267K +$260K +4,060 New
CWM
482
Comprehensive Wealth Management
Washington
$265K +$41.5K +649 +19%
SFG
483
StrategIQ Financial Group
Indiana
$263K +$37.5K +585 +17%
RIG
484
Renaissance Investment Group
Massachusetts
$261K -$4.54K -71 -2%
YIH
485
Y-Intercept (HK)
Hong Kong
$259K -$503K -7,862 -67%
CT
486
Clearstead Trust
Maine
$258K
F
487
F3Logic
Minnesota
$256K +$2.69K +42 +1%
SWM
488
SeaCrest Wealth Management
New York
$254K
JSC
489
Jackson Square Capital
California
$253K
AWM
490
Aspire Wealth Management
Massachusetts
$252K +$245K +3,827 New
MWA
491
Meridian Wealth Advisors
Texas
$251K
FPOC
492
Financial Planners of Cleveland
Ohio
$251K +$259K +4,052 New
PGAM
493
Princeton Global Asset Management
New Jersey
$249K
TC
494
Telemus Capital
Michigan
$248K
PPW
495
Pinnacle Private Wealth
Massachusetts
$246K +$239K +3,730 New
LRIA
496
Leonard Rickey Investment Advisors
Washington
$245K -$6.27K -98 -3%
SIC
497
Samalin Investment Counsel
New York
$242K +$320 +5 +0.1%
TCM
498
Tufton Capital Management
Maryland
$242K +$236K +3,690 New
RW
499
Rede Wealth
Virginia
$241K -$11.8K -185 -5%
FWP
500
Firethorn Wealth Partners
Georgia
$241K +$234K +3,655 New

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.