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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
CAC
101
Certified Advisory Corp
Florida
$5.31M +$1.3M +20,426 +32%
BRWA
102
B. Riley Wealth Advisors
Florida
$5.24M +$251K +3,927 +5%
COCM
103
Charter Oak Capital Management
New Hampshire
$5.18M +$153K +2,391 +3%
HighTower Advisors
104
HighTower Advisors
Illinois
$5.12M -$158K -2,474 -3%
HW
105
Hamilton Wealth
California
$5.12M +$153K +2,391 +3%
BCM
106
Brookstone Capital Management
Illinois
$5.09M +$1.7M +26,577 +48%
JMPWA
107
JP Morgan Private Wealth Advisors
California
$5.04M +$675K +10,578 +15%
Marshall Wace
108
Marshall Wace
United Kingdom
$5M -$2.95M -46,273 -37%
NFG
109
Norris Financial Group
South Carolina
$4.91M +$4.99M +78,274 New
William Blair & Company
110
William Blair & Company
Illinois
$4.74M +$42.8K +671 +0.9%
FFN
111
Focus Financial Network
Minnesota
$4.72M +$14.9K +233 +0.3%
SCA
112
Snowden Capital Advisors
New York
$4.65M -$599K -9,383 -11%
Prudential Financial
113
Prudential Financial
New Jersey
$4.62M -$244K -3,822 -5%
BS
114
Banco Santander
Spain
$4.57M +$4.64M +72,780 New
Public Sector Pension Investment Board (PSP Investments)
115
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.52M
AIM
116
Anchor Investment Management
South Carolina
$4.52M +$383K +6,007 +9%
AI
117
Atom Investors
Texas
$4.45M +$2.44M +38,231 +117%
AC
118
Avestar Capital
New York
$4.44M +$35.3K +553 +0.8%
SG
119
Somerset Group
Minnesota
$4.41M -$8.93K -140 -0.2%
NA
120
NewEdge Advisors
Louisiana
$4.33M +$1.24M +19,409 +39%
HIM
121
HawsGoodwin Investment Management
Tennessee
$4.21M -$435K -6,822 -9%
AIC
122
Ameritas Investment Company
Nebraska
$4.18M +$2.85M +44,688 +204%
SI
123
Stephens Inc
Arkansas
$4.16M +$1.26M +19,692 +42%
AO
124
Advisor OS
Illinois
$4.06M +$4.13M +64,734 New
CWM
125
CMH Wealth Management
New Hampshire
$4.04M +$91.9K +1,440 +2%

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.