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iShares US Medical Devices ETF
IHI

489 hedge funds and large institutions have $4.31B invested in iShares US Medical Devices ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 219 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 123

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $3.48B → $4.31B (+$836M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

4.83% more ownership

Funds ownership: 311.54% → 316.37% (+4.8%)

4% more funds holding

Funds holding: 468 → 489 (+21)

85% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $85.7M

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
9.87%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.52%
New
73
Increased
219
Reduced
123
Closed
47
Calls
$13.3M
Puts
$85.7M
Net Calls
-$72.4M
Net Calls Change
-$13.7M

Top Buyers

1
CM
Churchill Management
California
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$133M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$90.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$55.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.82M
5
KWM
Kingsview Wealth Management
Oregon
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
Renaissance Technologies
501
Renaissance Technologies
New York
– -$1.3M -29,400 Closed
NL
502
NWAM LLC
Washington
– -$1.2M -27,102 Closed
PCM
503
Pennsylvania Capital Management
Pennsylvania
– -$965K -21,858 Closed
PP
504
Professional Planning
California
– -$965K -21,858 Closed
MFS
505
Mirabella Financial Services
United Kingdom
– -$915K -20,724 Closed
QIM
506
Quantitative Investment Management
Virginia
– -$805K -18,252 Closed
TW
507
Transform Wealth
Colorado
– -$792K -17,952 Closed
WA
508
WESPAC Advisors
California
– -$768K -17,394 Closed
Wolverine Trading
509
Wolverine Trading
Illinois
– -$629K -14,598 Closed
SEI Investments
510
SEI Investments
Pennsylvania
– -$397K -9,000 Closed
TSS
511
Two Sigma Securities
New York
– -$394K -8,928 Closed
VAS
512
Vestmark Advisory Solutions
Massachusetts
– -$254K -5,760 Closed
PFS
513
Prospera Financial Services
Texas
– -$250K -5,676 Closed
WWM
514
WJ Wealth Management
Arizona
– -$240K -5,460 Closed
NCM
515
Niemann Capital Management
Nevada
– -$216K -4,896 Closed
MA
516
Modus Advisors
Minnesota
– -$172K -3,900 Closed
CWM
517
Campbell Wealth Management
Virginia
– -$159K -3,612 Closed
EW
518
Element Wealth
Mississippi
– -$132K -3,000 Closed
PIMG
519
Patriot Investment Management Group
Tennessee
– -$80.5K -1,824 Closed
SF
520
Synovus Financial
Georgia
– -$74K -1,668 Closed
AWM
521
Apollon Wealth Management
South Carolina
– -$57K -1,290 Closed
PA
522
Procyon Advisors
Connecticut
– -$53K -1,200 Closed
BWM
523
BerganKDV Wealth Management
Minnesota
– -$52K -1,182 Closed
CG
524
Cutler Group
California
– -$46.8K -966 Closed
BBHC
525
Brown Brothers Harriman & Co
New York
– -$26K -600 Closed
18 19 20
21
22

IHI Hedge Fund Activity: Q3 2020 in Review

489 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2020, worth a combined $4.31B — up 24% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IHI positions and 47 closed out — a net gain of 26 holders — while 219 added to existing stakes and 123 trimmed.

The largest buyer was Churchill Management, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 489 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2020, up from 468 in Q2 2020.
  • Funds reported $4.31B of iShares US Medical Devices ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 73 funds opened new iShares US Medical Devices ETF positions in Q3 2020 and 47 closed out, a net change of +26 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2020 was Churchill Management, an estimated $175M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2020 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2020.