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iShares US Medical Devices ETF
IHI

489 hedge funds and large institutions have $4.31B invested in iShares US Medical Devices ETF in 2020 Q3 according to their latest regulatory filings, with 73 funds opening new positions, 219 increasing their positions, 123 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

78% more repeat investments, than reductions

Existing positions increased: 219 | Existing positions reduced: 123

55% more first-time investments, than exits

New positions opened: 73 | Existing positions closed: 47

24% more capital invested

Capital invested by funds: $3.48B → $4.31B (+$836M)

13% more funds holding in top 10

Funds holding in top 10: 23 → 26 (+3)

4.83% more ownership

Funds ownership: 311.54% → 316.37% (+4.8%)

4% more funds holding

Funds holding: 468 → 489 (+21)

85% less call options, than puts

Call options by funds: $13.3M | Put options by funds: $85.7M

Holders
489
Holders Change
+21
Holders Change %
+4.49%
% of All Funds
9.87%
Holding in Top 10
26
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+13.04%
% of All Funds
0.52%
New
73
Increased
219
Reduced
123
Closed
47
Calls
$13.3M
Puts
$85.7M
Net Calls
-$72.4M
Net Calls Change
-$13.7M

Top Buyers

1
CM
Churchill Management
California
+$175M
2
JP Morgan Chase
JP Morgan Chase
New York
+$133M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
+$90.5M
4
MIFH
Migdal Insurance & Financial Holdings
Israel
+$55.8M
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$37.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
GKWIM
Gerber Kawasaki Wealth & Investment Management
California
-$14.5M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$7.4M
4
Citadel Advisors
Citadel Advisors
Florida
-$6.82M
5
KWM
Kingsview Wealth Management
Oregon
-$6.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
51
Sigma Planning Corp
Michigan
$11M +$2.66M +54,906 +33%
CFGS
52
Concourse Financial Group Securities
Alabama
$10.4M +$1.3M +26,742 +15%
Bank of New York Mellon
53
Bank of New York Mellon
New York
$9.59M +$1.6M +33,078 +21%
Mercer Global Advisors
54
Mercer Global Advisors
Colorado
$9.45M +$10.3M +213,192 New
NA
55
NewEdge Advisors
Louisiana
$9.29M +$1.63M +33,594 +22%
M&T Bank
56
M&T Bank
New York
$9.24M -$72.6K -1,500 -0.8%
OAJ
57
Ogorek Anthony Joseph
New York
$9.2M -$26.4K -546 -0.3%
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$9.17M +$3.83M +78,996 +76%
TRCT
59
Tower Research Capital (TRC)
New York
$9.01M +$3.13M +64,596 +56%
AI
60
Atria Investments
North Carolina
$8.86M +$1.64M +33,942 +24%
FDCDDQ
61
Federation des caisses Desjardins du Quebec
Quebec, Canada
$8.68M +$250K +5,172 +3%
RICHC
62
Renaissance Investment Consultants Holding Company
Pennsylvania
$8.26M +$208K +4,296 +3%
FPGK
63
Financial Partners Group (Kansas)
Kansas
$8.21M +$3.83M +79,110 +93%
MWM
64
MinichMacGregor Wealth Management
New York
$8M +$6.27M +129,450 +420%
PAG
65
Private Advisor Group
New Jersey
$7.82M +$755K +15,582 +11%
HCM
66
Hollencrest Capital Management
California
$7.71M -$977K -20,172 -12%
HighTower Advisors
67
HighTower Advisors
Illinois
$7.64M +$1.59M +32,778 +27%
SG
68
Swarthmore Group
Pennsylvania
$7.35M – – –
PAMG
69
Patton Albertson Miller Group
Tennessee
$7.11M +$3.83M +79,164 +125%
HIM
70
HawsGoodwin Investment Management
Tennessee
$7.01M +$405K +8,370 +6%
AAS
71
Avantax Advisory Services
Texas
$6.91M +$4.72M +97,428 +236%
BCM
72
Brookstone Capital Management
Illinois
$6.7M -$2.19M -45,132 -25%
MIC
73
Means Investment Company
Maine
$6.65M +$803K +16,572 +15%
ASN
74
Advisory Services Network
Georgia
$6.63M +$660K +13,632 +11%
Public Sector Pension Investment Board (PSP Investments)
75
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$6.59M +$6.39M +132,000 New
1 2
3
4 5

IHI Hedge Fund Activity: Q3 2020 in Review

489 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2020, worth a combined $4.31B — up 24% from $3.48B a quarter earlier.

Buyers outnumbered sellers: 73 funds opened new IHI positions and 47 closed out — a net gain of 26 holders — while 219 added to existing stakes and 123 trimmed.

The largest buyer was Churchill Management, adding an estimated $175M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 489 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2020, up from 468 in Q2 2020.
  • Funds reported $4.31B of iShares US Medical Devices ETF stock for Q3 2020, up 24% quarter-over-quarter.
  • 73 funds opened new iShares US Medical Devices ETF positions in Q3 2020 and 47 closed out, a net change of +26 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2020 was Churchill Management, an estimated $175M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2020 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q3 2020.