We are live on ! Find out more
IHI icon

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
CWC
576
Carolinas Wealth Consulting
North Carolina
$40K +$64 +1 +0.2%
MMG
577
Monetary Management Group
Missouri
$40K +$19.2K +300 +100%
CAM
578
Costello Asset Management
Pennsylvania
$40K +$38K +593 +3,294%
TCOV
579
Trust Company of Vermont
Vermont
$40K +$38.4K +600 New
HPC
580
HM Payson & Co
Maine
$38K
AWA
581
Amplius Wealth Advisors
Pennsylvania
$37K +$36.9K +576 New
PCA
582
Providence Capital Advisors
North Carolina
$35K
MSFP
583
Mark Sheptoff Financial Planning
Connecticut
$30K
PCG
584
Private Capital Group
Connecticut
$30K
TWM
585
Tradition Wealth Management
Minnesota
$29K -$5.31K -83 -16%
ZIG
586
Zullo Investment Group
Pennsylvania
$29K +$28.3K +442 New
MAM
587
McCarthy Asset Management
California
$28K
Jones Financial Companies
588
Jones Financial Companies
Missouri
$28K +$26.9K +420 New
CIA
589
Cascade Investment Advisors
Oregon
$27.7K
TAM
590
Tucker Asset Management
Colorado
$27K
WFA
591
West Financial Advisors
Iowa
$27K +$26.2K +410 New
EWA
592
EverSource Wealth Advisors
Alabama
$25K +$23.8K +371 New
BWP
593
Baldwin Wealth Partners
Massachusetts
$24K
LS
594
Leelyn Smith
Illinois
$24K
CP
595
Corbenic Partners
Pennsylvania
$24K +$64 +1 +0.3%
CFA
596
Carroll Financial Associates
North Carolina
$23K -$64.1K -1,001 -74%
TSWM
597
Tyler-Stone Wealth Management
Ohio
$23K +$22.7K +354 New
EWM
598
Endurance Wealth Management
Rhode Island
$22K
VCM
599
Vigilant Capital Management
Maine
$21K
WWM
600
Wolff Wiese Magana
California
$20K +$19.2K +300 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.