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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
BW
501
Bison Wealth
Georgia
$31K
KFS
502
Kelly Financial Services
Massachusetts
$30K +$3.63M +62,850 +2,886%
EWA
503
Evolution Wealth Advisors
Florida
$29K
CIAS
504
Capital Investment Advisory Services
North Carolina
$28K
PCG
505
Private Capital Group
Connecticut
$27K -$211K -3,642 -89%
AIM
506
Axiom Investment Management
New York
$27K
MSFP
507
Mark Sheptoff Financial Planning
Connecticut
$27K
MAM
508
McCarthy Asset Management
California
$26K
CIA
509
Cascade Investment Advisors
Oregon
$25.3K
TAM
510
Tucker Asset Management
Colorado
$24.6K -$27.8K -480 -54%
EI
511
Ellevest Inc
New York
$23K
BWP
512
Baldwin Wealth Partners
Massachusetts
$22K
CP
513
Corbenic Partners
Pennsylvania
$22K
LS
514
Leelyn Smith
Illinois
$22K
EWM
515
Endurance Wealth Management
Rhode Island
$20K
ACA
516
Aptus Capital Advisors
Alabama
$19K
VCM
517
Vigilant Capital Management
Maine
$19K
MMG
518
Monetary Management Group
Missouri
$18K
GT
519
Glenmede Trust
Pennsylvania
$17K
PB
520
Pinnacle Bancorp
Nebraska
$17K
SMA
521
Sage Mountain Advisors
Georgia
$16K
AFG
522
Albion Financial Group
Utah
$14K +$13.9K +240 New
CYG
523
Clean Yield Group
Vermont
$14K +$13.9K +240 New
FA
524
Fortis Advisors
Pennsylvania
$12K -$4.86K -84 -30%
TCM
525
TD Capital Management
Tennessee
$11K

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.