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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
CAL
51
Capital Analysts LLC
Pennsylvania
$10.3M +$17.9K +280 +0.2%
PAMG
52
Patton Albertson Miller Group
Tennessee
$10.2M -$389K -6,102 -4%
PAG
53
Private Advisor Group
New Jersey
$10M +$1.57M +24,573 +18%
PS
54
Portfolio Strategies
New York
$9.59M +$9.75M +152,766 New
IDA
55
Intelligence Driven Advisers
California
$9.46M -$354K -5,544 -4%
CF
56
Centaurus Financial
California
$9.17M +$1.23M +19,268 +15%
AIP
57
Ahrens Investment Partners
Louisiana
$9.07M +$366K +5,733 +4%
FTS
58
Fifth Third Securities
Ohio
$8.87M +$9.02M +141,326 New
D
59
Diversified
Delaware
$8.85M -$530K -8,308 -6%
5L
60
55I LLC
Massachusetts
$8.27M +$623K +9,772 +8%
AAS
61
Avantax Advisory Services
Texas
$8.23M +$352K +5,516 +4%
CFGS
62
Concourse Financial Group Securities
Alabama
$8.03M -$112K -1,750 -1%
Thrivent Financial for Lutherans
63
Thrivent Financial for Lutherans
Minnesota
$8.03M -$360K -5,640 -83%
TCM
64
Traynor Capital Management
Pennsylvania
$8.01M -$590K -9,240 -7%
SAS
65
Stelac Advisory Services
New York
$8M -$280K -4,394 -3%
Baird Financial Group
66
Baird Financial Group
Wisconsin
$7.81M -$914K -14,322 -10%
BAAM
67
Baker Avenue Asset Management
California
$7.73M +$265K +4,158 +3%
KHLMTHM
68
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.45M +$2.4M +37,657 +46%
MAS
69
Madden Advisory Services
Florida
$7.31M -$1.51M -23,729 -17%
MIFH
70
Migdal Insurance & Financial Holdings
Israel
$7.19M -$452K -7,080 -6%
LDFR
71
Lehman & Derafelo Financial Resources
Pennsylvania
$7.11M +$1.15M +18,093 +19%
JCM
72
Janney Capital Management
Pennsylvania
$7.1M +$7.22M +113,132 New
AFG
73
Arkansas Financial Group
Arkansas
$7.01M +$851K +13,338 +14%
KAS
74
Kestra Advisory Services
Texas
$6.83M -$147K -2,303 -2%
KPWS
75
Kestra Private Wealth Services
Texas
$6.67M +$1.58M +24,701 +30%

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.