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iShares US Medical Devices ETF

88 hedge funds and large institutions have $534M invested in iShares US Medical Devices ETF in 2016 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

34.78% more ownership

Funds ownership: 338.75%373.53% (+35%)

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

31% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 13

25% more capital invested

Capital invested by funds: $428M → $534M (+$106M)

5% more funds holding

Funds holding: 8488 (+4)

Holders
88
Holders Change
+4
Holders Change %
+4.76%
% of All Funds
2.34%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.11%
New
17
Increased
32
Reduced
24
Closed
13
Calls
$748K
Puts
Net Calls
+$748K
Net Calls Change
+$748K
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
76
Independent Portfolio Consultants
Florida
$66K
Manulife (Manufacturers Life Insurance)
77
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$64K +$60.7K +3,126 New
RFA
78
Reilly Financial Advisors
California
$61K
EWM
79
Evercore Wealth Management
New York
$44K
WA
80
WFG Advisors
Texas
$35K
ACM
81
Argentus Capital Management
Texas
$28K -$1.17K -60 -4%
CFA
82
Camarda Financial Advisors
Florida
$12K +$11.9K +612 New
SSB
83
Sandy Spring Bank
Maryland
$9K
MPWT
84
MassMutual Private Wealth & Trust
Connecticut
$7.1K
AWM
85
AllSquare Wealth Management
New York
$6K
ATC
86
Adirondack Trust Company
New York
$3K +$3.03K +156 New
CCS
87
Crosspoint Capital Strategies
California
$2K -$38.2K -1,968 -95%
CCMG
88
Clark Capital Management Group
Pennsylvania
-$3.2M -156,816 Closed
BCM
89
Barometer Capital Management
Ontario, Canada
-$1.65M -81,000 Closed
SPC
90
Sigma Planning Corp
Michigan
-$665K -32,556 Closed
AIC
91
Ayalon Insurance Company
Israel
-$239K -11,700 Closed
PPA
92
Parametric Portfolio Associates
Washington
-$212K -10,404 Closed
OTC
93
Opera Trading Capital
France
-$208K -10,218 Closed
JMPWA
94
JP Morgan Private Wealth Advisors
California
-$207K -10,182 Closed
AP
95
Advisors Preferred
Maryland
-$176K -8,628 Closed
HT
96
Hefren-Tillotson
Pennsylvania
-$93K -5,574 Closed
GT
97
Glenmede Trust
Pennsylvania
-$25K -1,260 Closed
ASN
98
Advisory Services Network
Georgia
-$24K -1,164 Closed
EWM
99
Edge Wealth Management
New York
-$14K -660 Closed
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
-$11K -534 Closed

IHI Hedge Fund Activity: Q1 2016 in Review

88 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2016, worth a combined $534M — up 25% from $428M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IHI positions and 13 closed out — a net gain of 4 holders — while 32 added to existing stakes and 24 trimmed.

The largest buyer was Mirae Asset Global Investments, adding an estimated $37.4M. The largest seller was Goldman Sachs, cutting an estimated $17.2M.

  • 88 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2016, up from 84 in Q4 2015.
  • Funds reported $534M of iShares US Medical Devices ETF stock for Q1 2016, up 25% quarter-over-quarter.
  • 17 funds opened new iShares US Medical Devices ETF positions in Q1 2016 and 13 closed out, a net change of +4 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2016 was Mirae Asset Global Investments, an estimated $37.4M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2016 was Goldman Sachs, an estimated $17.2M sold.

Based on aggregated 13F filings for Q1 2016.