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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
SIAG
76
Safeguard Investment Advisory Group
California
$6.61M +$410K +6,424 +6%
RWP
77
RWA Wealth Partners
Massachusetts
$6.31M +$6.42M +100,553 New
MC
78
Moors & Cabot
Massachusetts
$6.26M +$226K +3,547 +4%
Goldman Sachs
79
Goldman Sachs
New York
$6.19M -$7.67M -120,150 -55%
DAS
80
Dynamic Advisor Solutions
Arizona
$6.07M +$540K +8,465 +10%
NAMP
81
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.03M +$6.38K +100 +0.1%
RFWA
82
RPg Family Wealth Advisory
Massachusetts
$5.88M +$96K +1,505 +2%
WP
83
WealthSource Partners
California
$5.87M -$1.19M -18,621 -17%
SFPG
84
Stonebridge Financial Planning Group
Florida
$5.85M -$553K -8,661 -9%
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$5.83M -$90.5K -1,419 -2%
CIBC World Market
86
CIBC World Market
Ontario, Canada
$5.8M +$416K +6,523 +8%
Citigroup
87
Citigroup
New York
$5.79M -$990K -15,516 -14%
HFP
88
Holistic Financial Partners
Indiana
$5.72M +$144K +2,251 +3%
OWA
89
Outlook Wealth Advisors
Texas
$5.68M +$2.2M +34,446 +61%
SFG
90
Snider Financial Group
Washington
$5.67M +$267K +4,188 +5%
PGFC
91
Peapack-Gladstone Financial Corp
New Jersey
$5.63M +$22.1K +347 +0.4%
LNC
92
Lincoln National Corp
Pennsylvania
$5.56M +$533K +8,348 +10%
US Bancorp
93
US Bancorp
Minnesota
$5.56M -$667K -10,449 -11%
MF
94
Manchester Financial
California
$5.53M +$22.1K +346 +0.4%
SPIA
95
Steward Partners Investment Advisory
New York
$5.53M +$205K +3,211 +4%
CS
96
Credit Suisse
Switzerland
$5.49M +$2.37M +37,098 +74%
SWM
97
Segment Wealth Management
Texas
$5.45M +$102K +1,600 +2%
MAP
98
Milestone Advisory Partners
North Carolina
$5.41M -$20.8K -326 -0.4%
AIC
99
Ayalon Insurance Company
Israel
$5.36M -$768K -12,040 -12%
SC
100
Scotia Capital
Ontario, Canada
$5.31M +$935K +14,658 +21%

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.