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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
SAS
76
Stelac Advisory Services
New York
$8.08M -$950K -14,842 -12%
MAS
77
Madden Advisory Services
Florida
$8.06M +$378K +5,906 +5%
OWA
78
Outlook Wealth Advisors
Texas
$8.01M +$1.99M +31,151 +34%
EWA
79
Exencial Wealth Advisors
Oklahoma
$7.98M +$7.76M +121,155 New
LDFR
80
Lehman & Derafelo Financial Resources
Pennsylvania
$7.94M +$466K +7,282 +6%
KHLMTHM
81
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$7.82M
KAS
82
Kestra Advisory Services
Texas
$7.34M +$172K +2,685 +2%
SIAG
83
Safeguard Investment Advisory Group
California
$7.29M +$345K +5,387 +5%
CF
84
Centaurus Financial
California
$7.12M -$2.43M -37,994 -26%
Goldman Sachs
85
Goldman Sachs
New York
$6.88M +$384K +5,992 +6%
NA
86
NewEdge Advisors
Louisiana
$6.88M +$2.28M +35,648 +52%
HighTower Advisors
87
HighTower Advisors
Illinois
$6.75M +$1.35M +21,059 +26%
MC
88
Moors & Cabot
Massachusetts
$6.64M +$80K +1,250 +1%
CIBC World Market
89
CIBC World Market
Ontario, Canada
$6.55M +$453K +7,080 +8%
DAS
90
Dynamic Advisor Solutions
Arizona
$6.37M -$192 -3 -0%
NAMP
91
NorthStar Asset Management (Pennsylvania)
Pennsylvania
$6.32M -$4.48K -70 -0.1%
JMPWA
92
JP Morgan Private Wealth Advisors
California
$6.24M +$919K +14,362 +18%
RFWA
93
RPg Family Wealth Advisory
Massachusetts
$6.21M +$42.6K +666 +0.7%
PNC Financial Services Group
94
PNC Financial Services Group
Pennsylvania
$6.1M -$12.2K -191 -0.2%
GSWM
95
Greenup Street Wealth Management
Michigan
$6.05M +$5.88M +91,891 New
HFP
96
Holistic Financial Partners
Indiana
$6.01M +$2.94K +46 +0.1%
CAC
97
Certified Advisory Corp
Florida
$5.96M +$386K +6,037 +7%
SWM
98
Segment Wealth Management
Texas
$5.96M +$230K +3,599 +4%
LNC
99
Lincoln National Corp
Pennsylvania
$5.9M +$65.4K +1,021 +1%
MF
100
Manchester Financial
California
$5.88M +$73K +1,140 +1%

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.