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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
KAS
76
Kestra Advisory Services
Texas
$6.69M -$5.33M -92,178 -45%
Citigroup
77
Citigroup
New York
$6.48M +$323K +5,592 +5%
SFPG
78
Stonebridge Financial Planning Group
Florida
$6.01M -$17K -294 -0.3%
US Bancorp
79
US Bancorp
Minnesota
$5.96M +$623K +10,776 +12%
SIAG
80
Safeguard Investment Advisory Group
California
$5.95M +$659K +11,400 +13%
AFG
81
Arkansas Financial Group
Arkansas
$5.92M +$723K +12,510 +15%
AIC
82
Ayalon Insurance Company
Israel
$5.9M +$691K +11,940 +14%
MC
83
Moors & Cabot
Massachusetts
$5.78M +$161K +2,790 +3%
Cetera Investment Advisers
84
Cetera Investment Advisers
Illinois
$5.78M -$1.07M -18,516 -16%
NAMP
85
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$5.77M +$170K +2,934 +3%
LDFR
86
Lehman & Derafelo Financial Resources
Pennsylvania
$5.72M +$283K +4,896 +5%
PNC Financial Services Group
87
PNC Financial Services Group
Pennsylvania
$5.67M +$648K +11,208 +13%
RFWA
88
RPg Family Wealth Advisory
Massachusetts
$5.54M +$5.33M +92,100 New
GM
89
GeoWealth Management
Illinois
$5.38M +$4.35M +75,138 +526%
PGFC
90
Peapack-Gladstone Financial Corp
New Jersey
$5.38M -$144K -2,490 -3%
HFP
91
Holistic Financial Partners
Indiana
$5.35M -$2.15M -37,098 -29%
DAS
92
Dynamic Advisor Solutions
Arizona
$5.31M +$38.5K +666 +0.8%
MF
93
Manchester Financial
California
$5.28M +$66.6K +1,152 +1%
MAP
94
Milestone Advisory Partners
North Carolina
$5.21M -$656K -11,340 -12%
SWM
95
Segment Wealth Management
Texas
$5.13M +$194K +3,360 +4%
SPIA
96
Steward Partners Investment Advisory
New York
$5.11M -$2.54M -43,908 -34%
HighTower Advisors
97
HighTower Advisors
Illinois
$5.05M -$2.36M -40,872 -33%
SCA
98
Snowden Capital Advisors
New York
$5.03M -$317K -5,478 -6%
SFG
99
Snider Financial Group
Washington
$5.03M +$4.77M +82,452 New
KPWS
100
Kestra Private Wealth Services
Texas
$4.91M +$196K +3,396 +4%

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.