We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

662 hedge funds and large institutions have $3.56B invested in iShares US Medical Devices ETF in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 188

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

15% more funds holding

Funds holding: 574662 (+88)

13% more capital invested

Capital invested by funds: $3.14B → $3.56B (+$419M)

2.06% more ownership

Funds ownership: 37.27%39.33% (+2.1%)

9% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.5M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
10.19%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
128
Increased
231
Reduced
188
Closed
32
Calls
$13.7M
Puts
$12.5M
Net Calls
+$1.12M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
HCM
51
Hollencrest Capital Management
California
$11.4M -$334K -5,223 -3%
WBG
52
Wharton Business Group
Pennsylvania
$11.4M +$11M +172,446 New
PA
53
Parallel Advisors
California
$10.9M -$7.4M -115,573 -41%
AAS
54
Avantax Advisory Services
Texas
$10.9M +$2.22M +34,624 +26%
CAL
55
Capital Analysts LLC
Pennsylvania
$10.8M -$28.7K -448 -0.3%
MD
56
Money Design
Japan
$10.8M +$10.4M +162,569 New
PAMG
57
Patton Albertson Miller Group
Tennessee
$10.7M +$32.3K +505 +0.3%
PAG
58
Private Advisor Group
New Jersey
$10.1M -$442K -6,908 -4%
AFG
59
Arkansas Financial Group
Arkansas
$9.94M +$2.51M +39,285 +35%
D
60
Diversified
Delaware
$9.91M +$617K +9,640 +7%
5L
61
55I LLC
Massachusetts
$9.89M +$1.18M +18,409 +14%
LJAC
62
L.J. Altfest & Co
New York
$9.68M +$8.72M +136,170 +1,262%
KPWS
63
Kestra Private Wealth Services
Texas
$9.62M +$2.55M +39,838 +38%
FTS
64
Fifth Third Securities
Ohio
$9.39M +$79K +1,234 +0.9%
AIP
65
Ahrens Investment Partners
Louisiana
$9.28M -$236K -3,688 -3%
MAC
66
Mason & Associates (California)
California
$9.11M +$8.85M +138,293 New
BIM
67
Bullseye Investment Management
Ohio
$9M +$8.75M +136,626 New
Thrivent Financial for Lutherans
68
Thrivent Financial for Lutherans
Minnesota
$8.81M -$28.6K -446 -40%
IDA
69
Intelligence Driven Advisers
California
$8.79M -$10.6K -166 -0.1%
BAAM
70
Baker Avenue Asset Management
California
$8.62M +$494K +7,720 +6%
CFGS
71
Concourse Financial Group Securities
Alabama
$8.48M +$56.4K +881 +0.7%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$8.32M +$4M +62,548 +98%
HPC
73
Hobart Private Capital
North Carolina
$8.23M +$8M +125,044 New
TCM
74
Traynor Capital Management
Pennsylvania
$8.14M -$252K -3,941 -3%
Baird Financial Group
75
Baird Financial Group
Wisconsin
$8.12M -$62.7K -979 -0.8%

IHI Hedge Fund Activity: Q4 2021 in Review

662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2021, worth a combined $3.56B — up 13% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IHI positions and 32 closed out — a net gain of 96 holders — while 231 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Marks Wealth, exiting entirely with an estimated $33.2M sold.

  • 662 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2021, up from 574 in Q3 2021.
  • Funds reported $3.56B of iShares US Medical Devices ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 128 funds opened new iShares US Medical Devices ETF positions in Q4 2021 and 32 closed out, a net change of +96 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2021 was Morgan Stanley, an estimated $36.3M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2021 was Marks Wealth, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.