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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
FWP
576
Firethorn Wealth Partners
Georgia
-$1.14M -20,670 Closed
T
577
TRUADVICE
Florida
-$1.17M -19,578 Closed
FIA
578
Foundations Investment Advisors
Arizona
-$1.05M -18,840 Closed
MCIA
579
Mountain Capital Investment Advisors
Colorado
-$1.06M -18,378 Closed
SPAS
580
Spectrum Planning & Advisory Services
California
-$902K -16,380 Closed
TF
581
Trek Financial
Arizona
-$885K -16,068 Closed
VWM
582
Venturi Wealth Management
Texas
-$803K -14,586 Closed
MYIA
583
Mount Yale Investment Advisors
Colorado
-$748K -13,584 Closed
KWM
584
Keebeck Wealth Management
Illinois
-$684K -12,414 Closed
Nomura Asset Management
585
Nomura Asset Management
Japan
-$661K -12,012 Closed
1832 Asset Management
586
1832 Asset Management
Ontario, Canada
-$561K -10,212 Closed
SWM
587
SigFig Wealth Management
California
-$545K -9,900 Closed
MCWS
588
McKinley Carter Wealth Services
West Virginia
-$543K -9,870 Closed
WA
589
Wealth Alliance
New York
-$463K -8,418 Closed
AWE
590
Avidian Wealth Enterprises
Texas
-$394K -7,146 Closed
PPP
591
Private Portfolio Partners
New Jersey
-$356K -6,456 Closed
RFN
592
RDA Financial Network
Iowa
-$334K -6,066 Closed
PWM
593
PRW Wealth Management
Massachusetts
-$330K -6,000 Closed
MPCG
594
Matrix Private Capital Group
New York
-$298K -5,412 Closed
KFGK
595
Keystone Financial Group (Kentucky)
Kentucky
-$296K -5,382 Closed
MSA
596
Marino Stram & Associates
Massachusetts
-$296K -5,370 Closed
VHAM
597
Van Hulzen Asset Management
California
-$295K -5,352 Closed
TPWA
598
TRUE Private Wealth Advisors
Oregon
-$291K -5,286 Closed
BTWM
599
Baker Tilly Wealth Management
Wisconsin
-$282K -5,124 Closed
PCM
600
Princeton Capital Management
New Jersey
-$275K -4,998 Closed

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.