We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

70 hedge funds and large institutions have $227M invested in iShares US Medical Devices ETF in 2014 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 18 increasing their positions, 25 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 4

15% more funds holding

Funds holding: 6170 (+9)

5% more capital invested

Capital invested by funds: $217M → $227M (+$10.6M)

0.08% more ownership

Funds ownership: 193.55%193.63% (+0.08%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

28% less repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 25

Holders
70
Holders Change
+9
Holders Change %
+14.75%
% of All Funds
2.01%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
13
Increased
18
Reduced
25
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CCM
51
Condor Capital Management
New Jersey
$217K -$116K -7,080 -36%
US Bancorp
52
US Bancorp
Minnesota
$210K
LTFS
53
Ladenburg Thalmann Financial Services
Florida
$134K
PNC Financial Services Group
54
PNC Financial Services Group
Pennsylvania
$108K
Creative Planning
55
Creative Planning
Kansas
$104K -$12.5K -762 -11%
BCM
56
Blume Capital Management
California
$94K
Ameriprise
57
Ameriprise
Minnesota
$91K +$31.2K +1,908 +56%
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$89K +$58.9K +3,600 +222%
AP
59
Advisors Preferred
Maryland
$40K -$202K -12,378 -84%
CCS
60
Crosspoint Capital Strategies
California
$35K
RIA
61
Regal Investment Advisors
Michigan
$35K
MAS
62
Madden Advisory Services
Florida
$31K
OIA
63
Optimum Investment Advisors
Illinois
$28K +$27.3K +1,668 New
NES
64
New England Securities
New York
$25K -$15.8K -966 -39%
BRWA
65
B. Riley Wealth Advisors
Florida
$15.3K +$14.7K +900 New
WA
66
WFG Advisors
Texas
$13K -$15.8K -966 -56%
Envestnet Asset Management
67
Envestnet Asset Management
Illinois
$6K -$8.24K -504 -61%
MFS
68
MSI Financial Services
Massachusetts
$6K +$5.4K +330 +5,500%
BRWM
69
B. Riley Wealth Management
Tennessee
$3K
HR
70
Howe & Rusling
New York
$1K +$294 +18 +30%
CCMG
71
Clark Capital Management Group
Pennsylvania
-$4.69M -284,802 Closed
BCM
72
Barometer Capital Management
Ontario, Canada
-$1.43M -87,000 Closed
BJ
73
Brouwer & Janachowski
California
-$66K -4,020 Closed
KCPG
74
Kavar Capital Partners Group
Kansas
-$21K -1,290 Closed

IHI Hedge Fund Activity: Q2 2014 in Review

70 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2014, worth a combined $227M — up 4.9% from $217M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IHI positions and 4 closed out — a net gain of 9 holders — while 18 added to existing stakes and 25 trimmed.

The largest buyer was Pinnacle Advisory Group, opening a new position worth an estimated $26.4M. The largest seller was Sandler Capital Management, cutting an estimated $24.3M.

  • 70 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2014, up from 61 in Q1 2014.
  • Funds reported $227M of iShares US Medical Devices ETF stock for Q2 2014, up 4.9% quarter-over-quarter.
  • 13 funds opened new iShares US Medical Devices ETF positions in Q2 2014 and 4 closed out, a net change of +9 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2014 was Pinnacle Advisory Group, an estimated $26.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2014 was Sandler Capital Management, an estimated $24.3M sold.

Based on aggregated 13F filings for Q2 2014.