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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
HFS
501
Howard Financial Services
Texas
$240K -$34.1K -532 -13%
VFA
502
Valeo Financial Advisors
Indiana
$237K +$230K +3,592 New
NFG
503
Nations Financial Group
Iowa
$236K +$11.8K +184 +5%
BFC
504
Bedel Financial Consulting
Indiana
$233K
CFG
505
Citizens Financial Group
Rhode Island
$228K +$221K +3,457 New
BJL
506
Brighton Jones LLC
Washington
$227K -$44.9K -702 -17%
KeyBank National Association
507
KeyBank National Association
Ohio
$221K +$215K +3,363 New
PPW
508
Parcion Private Wealth
Washington
$221K +$231K +3,604 New
SPI
509
Sutton Place Investors
New York
$219K +$213K +3,321 New
RWM
510
Rockwood Wealth Management
Pennsylvania
$216K +$210K +3,276 New
RFN
511
RDA Financial Network
Iowa
$215K -$5.38K -84 -3%
LWP
512
Lumature Wealth Partners
Georgia
$212K -$36.9K -576 -15%
VFA
513
Voya Financial Advisors
Connecticut
$212K +$205K +3,195 New
EL
514
EMFO LLC
Florida
$211K -$6.4K -100 -3%
CFG
515
Cooper Financial Group
California
$210K -$78.9K -1,233 -28%
AWM
516
Avior Wealth Management
Nebraska
$208K -$3.07K -48 -1%
GLLW
517
Graves Light Lenhart Wealth
Virginia
$208K
Bank Julius Baer & Co
518
Bank Julius Baer & Co
Switzerland
$205K -$267K -4,164 -57%
NEPPG
519
New England Professional Planning Group
Rhode Island
$203K +$209K +3,262 New
CCM
520
Crew Capital Management
Ohio
$202K +$196K +3,060 New
FMI
521
F/M Investments
District of Columbia
$202K +$196K +3,060 New
PCM
522
Pennsylvania Capital Management
Pennsylvania
$201K +$195K +3,051 New
CPIG
523
Chicago Partners Investment Group
Illinois
$200K
CWP
524
Concord Wealth Partners
Virginia
$198K +$138K +2,159 +253%
SSB
525
Sandy Spring Bank
Maryland
$193K +$134K +2,100 +255%

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.