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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
ICG
601
InterOcean Capital Group
Tennessee
-$267K -4,848 Closed
SFM
602
Signet Financial Management
New Jersey
-$260K -4,728 Closed
BFA
603
Beacon Financial Advisory
Ohio
-$259K -4,704 Closed
SP
604
Successful Portfolios
Florida
-$256K -4,644 Closed
WP
605
WealthPLAN Partners
Nebraska
-$253K -4,350 Closed
HIM
606
Hanlon Investment Management
New Jersey
-$219K -3,978 Closed
Principal Financial Group
607
Principal Financial Group
Iowa
-$217K -3,936 Closed
DWP
608
Destiny Wealth Partners
Florida
-$189K -3,426 Closed
Simplex Trading
609
Simplex Trading
Illinois
-$172K -3,138 Closed
EP
610
Eudaimonia Partners
Tennessee
-$117K -2,118 Closed
VFA
611
Valeo Financial Advisors
Indiana
-$112K -2,040 Closed
MA
612
Montag & Associates
Georgia
-$84K -1,530 Closed
WAP
613
Wealthcare Advisory Partners
Pennsylvania
-$71K -1,290 Closed
APWM
614
Atlas Private Wealth Management
New York
-$57K -1,032 Closed
ADIM
615
Alpha DNA Investment Management
Maryland
-$45K -822 Closed
RWB
616
RMR Wealth Builders
New Jersey
-$33K -600 Closed
FA
617
Faithward Advisors
Pennsylvania
-$20K -372 Closed
BL
618
Balentine LLC
Georgia
-$16K -282 Closed
First Manhattan
619
First Manhattan
New York
-$15K -276 Closed
MWP
620
Meridian Wealth Partners
Pennsylvania
-$13K -234 Closed
SL
621
Savior LLC
Massachusetts
-$11K -204 Closed
FP
622
Fiduciary Planning
Florida
-$9K -156 Closed
RDWM
623
Red Door Wealth Management
Tennessee
+$694 +12 New
FCAS
624
First Command Advisory Services
Texas
+$2.78K +48 New

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.