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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
Stifel Financial
51
Stifel Financial
Missouri
$10.8M -$2.93M -50,742 -22%
HCM
52
Hollencrest Capital Management
California
$10.4M +$57.6K +996 +0.6%
PAMG
53
Patton Albertson Miller Group
Tennessee
$10.1M -$111K -1,914 -1%
CAL
54
Capital Analysts LLC
Pennsylvania
$9.87M -$29.1K -504 -0.3%
IDA
55
Intelligence Driven Advisers
California
$9.48M -$6.88M -118,980 -43%
D
56
Diversified
Delaware
$8.98M -$482K -8,334 -5%
Thrivent Financial for Lutherans
57
Thrivent Financial for Lutherans
Minnesota
$8.97M -$7.34M -126,900 -95%
CAN
58
Cetera Advisor Networks
California
$8.63M +$1.76M +30,438 +27%
MAS
59
Madden Advisory Services
Florida
$8.44M -$72.5K -1,254 -0.9%
TCM
60
Traynor Capital Management
Pennsylvania
$8.36M -$212K -3,660 -3%
AIP
61
Ahrens Investment Partners
Louisiana
$8.35M +$88.1K +1,524 +1%
Baird Financial Group
62
Baird Financial Group
Wisconsin
$8.34M -$24.3K -420 -0.3%
PAG
63
Private Advisor Group
New Jersey
$8.13M -$327K -5,658 -4%
CFGS
64
Concourse Financial Group Securities
Alabama
$7.8M -$2.3M -39,792 -23%
SAS
65
Stelac Advisory Services
New York
$7.76M +$2.1M +36,282 +39%
HIIFS
66
Harel Insurance Investments & Financial Services
Israel
$7.64M -$160M -2,773,638 -96%
CF
67
Centaurus Financial
California
$7.63M +$832K +14,382 +13%
Marshall Wace
68
Marshall Wace
United Kingdom
$7.57M +$5.04M +87,228 +226%
AAS
69
Avantax Advisory Services
Texas
$7.54M +$418K +7,224 +6%
EWA
70
Exencial Wealth Advisors
Oklahoma
$7.36M +$93K +1,608 +1%
5L
71
55I LLC
Massachusetts
$7.34M -$15.8M -272,598 -69%
MIFH
72
Migdal Insurance & Financial Holdings
Israel
$7.3M -$6.88M -118,920 -49%
BAAM
73
Baker Avenue Asset Management
California
$7.16M +$337K +5,820 +5%
KHLMVGHM
74
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$6.75M +$6.49M +112,158 New
WP
75
WealthSource Partners
California
$6.75M -$4.86M -84,078 -43%

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.