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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
KHLMTHM
101
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet
Israel
$4.88M +$2.25M +38,898 +92%
LNC
102
Lincoln National Corp
Pennsylvania
$4.83M +$45.5K +786 +1%
COCM
103
Charter Oak Capital Management
New Hampshire
$4.82M +$190K +3,282 +4%
BRWA
104
B. Riley Wealth Advisors
Florida
$4.78M -$2.54M -43,860 -36%
HW
105
Hamilton Wealth
California
$4.76M +$1.9M +32,784 +71%
RA
106
RFG Advisory
Alabama
$4.65M -$99.9K -1,728 -2%
FFN
107
Focus Financial Network
Minnesota
$4.51M -$51.4K -888 -1%
William Blair & Company
108
William Blair & Company
Illinois
$4.5M +$271K +4,686 +7%
HIM
109
HawsGoodwin Investment Management
Tennessee
$4.44M -$3.11M -53,856 -42%
Prudential Financial
110
Prudential Financial
New Jersey
$4.43M -$2.8M -48,450 -40%
Public Sector Pension Investment Board (PSP Investments)
111
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.33M -$3.47M -60,000 -45%
SG
112
Somerset Group
Minnesota
$4.23M -$4.51K -78 -0.1%
SFA
113
Sequoia Financial Advisors
Ohio
$4.23M +$48.2K +834 +1%
AC
114
Avestar Capital
New York
$4.22M +$271K +4,686 +7%
SC
115
Scotia Capital
Ontario, Canada
$4.21M -$1.35M -23,346 -25%
JMPWA
116
JP Morgan Private Wealth Advisors
California
$4.2M +$1.22M +21,102 +43%
AIM
117
Anchor Investment Management
South Carolina
$3.97M +$249K +4,302 +7%
CAC
118
Certified Advisory Corp
Florida
$3.86M +$740K +12,798 +25%
Vontobel Holding
119
Vontobel Holding
Switzerland
$3.85M -$173K -3,000 -4%
FAIM
120
Financial Advocates Investment Management
Washington
$3.83M +$10.7M +184,308 +533%
CWM
121
CMH Wealth Management
New Hampshire
$3.78M -$956K -16,536 -21%
SB
122
Strategic Blueprint
Georgia
$3.75M -$447K -7,734 -11%
CW
123
CreativeOne Wealth
Kansas
$3.67M +$1.59M +27,438 +82%
SWP
124
Stratos Wealth Partners
Ohio
$3.58M -$254K -4,398 -7%
SWM
125
Strategic Wealth Management
Washington
$3.57M -$426K -7,362 -11%

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.