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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
FS
76
Ferguson Shapiro
Georgia
$6.48M +$1.82M +37,542 +41%
AIP
77
Ahrens Investment Partners
Louisiana
$6.25M -$1.55M -31,938 -20%
HFP
78
Holistic Financial Partners
Indiana
$6.21M +$55.2K +1,140 +0.9%
KAS
79
Kestra Advisory Services
Texas
$6.19M +$6M +123,942 New
PFG
80
PAX Financial Group
Texas
$5.96M +$137K +2,838 +2%
PFA
81
Pettinga Financial Advisors
Indiana
$5.79M +$773K +15,954 +16%
WR
82
Watson Rebecca
$5.74M +$387K +7,998 +7%
Prudential Financial
83
Prudential Financial
New Jersey
$5.65M +$705K +14,556 +15%
RA
84
RFG Advisory
Alabama
$5.61M +$1.14M +23,514 +26%
AWM
85
AE Wealth Management
Kansas
$5.57M -$4.36M -90,084 -45%
MAP
86
Milestone Advisory Partners
North Carolina
$5.57M -$372K -7,680 -6%
BAAM
87
Baker Avenue Asset Management
California
$5.55M -$468K -9,666 -8%
Baird Financial Group
88
Baird Financial Group
Wisconsin
$5.54M +$522K +10,776 +11%
KA
89
Kovack Advisors
Florida
$5.46M -$760K -15,684 -13%
FAAS
90
First Allied Advisory Services
California
$5.45M +$1.26M +26,052 +31%
KHLMVGHM
91
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Israel
$5.36M – – –
IWP
92
Icon Wealth Partners
Texas
$5.36M +$223K +4,608 +4%
SPIA
93
Steward Partners Investment Advisory
New York
$5.3M +$1.24M +25,698 +32%
EE
94
EWG Elevate
California
$5.22M +$5.07M +104,634 New
3F
95
360 Financial
Minnesota
$5.13M +$4.98M +102,762 New
SHJ
96
Sharkey, Howes & Javer
Colorado
$5.12M +$1.01M +20,790 +25%
CFG
97
Cooper Financial Group
California
$5.06M +$143K +2,946 +3%
LCM
98
Lucas Capital Management
New Jersey
$4.98M +$17.4K +360 +0.4%
EWA
99
Exencial Wealth Advisors
Oklahoma
$4.75M +$189K +3,900 +4%
SW
100
SteelPeak Wealth
California
$4.68M +$58.1K +1,200 +1%
2 3
4
5 6

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.