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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
PGFC
101
Peapack-Gladstone Financial Corp
New Jersey
$5.82M -$83.2K -1,300 -1%
SC
102
Scotia Capital
Ontario, Canada
$5.81M +$233K +3,635 +4%
SFG
103
Snider Financial Group
Washington
$5.75M +$78.4K +1,224 +1%
US Bancorp
104
US Bancorp
Minnesota
$5.62M -$206K -3,221 -4%
COCM
105
Charter Oak Capital Management
New Hampshire
$5.61M +$177K +2,760 +3%
MAP
106
Milestone Advisory Partners
North Carolina
$5.58M -$96.9K -1,514 -2%
Qube Research & Technologies (QRT)
107
Qube Research & Technologies (QRT)
United Kingdom
$5.53M +$5.37M +83,929 New
SPIA
108
Steward Partners Investment Advisory
New York
$5.49M -$300K -4,689 -5%
FFN
109
Focus Financial Network
Minnesota
$5.41M +$448K +6,996 +9%
HW
110
Hamilton Wealth
California
$5.33M -$31.9K -498 -0.6%
SFPG
111
Stonebridge Financial Planning Group
Florida
$5.3M +$175K +2,733 +3%
William Blair & Company
112
William Blair & Company
Illinois
$5.04M +$71.1K +1,111 +1%
NFG
113
Norris Financial Group
South Carolina
$4.96M -$185K -2,893 -4%
CI
114
Cavalier Investments
Georgia
$4.93M +$859K +13,417 +22%
SFA
115
Sequoia Financial Advisors
Ohio
$4.91M +$4.02M +62,815 +535%
AIM
116
Anchor Investment Management
South Carolina
$4.85M +$109K +1,698 +2%
BS
117
Banco Santander
Spain
$4.79M
SCA
118
Snowden Capital Advisors
New York
$4.78M -$94.6K -1,477 -2%
MIFH
119
Migdal Insurance & Financial Holdings
Israel
$4.77M -$2.68M -41,919 -37%
Public Sector Pension Investment Board (PSP Investments)
120
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$4.74M
Rockefeller Capital Management
121
Rockefeller Capital Management
New York
$4.72M +$1M +15,682 +28%
WP
122
WealthSource Partners
California
$4.68M -$1.44M -22,422 -24%
Prudential Financial
123
Prudential Financial
New Jersey
$4.64M +$59.8K +934 +1%
AAS
124
Ameritas Advisory Services
Nebraska
$4.61M +$4.48M +70,026 New
AC
125
Avestar Capital
New York
$4.57M -$87.8K -1,371 -2%

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.