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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
SWM
126
Strategic Wealth Management
Washington
$4.03M +$312K +4,891 +8%
RA
127
RFG Advisory
Alabama
$4.03M -$834K -13,079 -17%
Cetera Investment Advisers
128
Cetera Investment Advisers
Illinois
$4.01M -$2.05M -32,209 -34%
CI
129
Cavalier Investments
Georgia
$3.85M +$703K +11,023 +22%
VWA
130
Visionary Wealth Advisors
Illinois
$3.84M +$131K +2,046 +3%
BRWM
131
B. Riley Wealth Management
Tennessee
$3.83M +$3.89M +60,962 New
HI
132
Harbour Investments
Wisconsin
$3.77M +$422K +6,615 +12%
MWM
133
Mascoma Wealth Management
New Hampshire
$3.77M +$582K +9,124 +18%
PWMG
134
Prestige Wealth Management Group
New Jersey
$3.76M +$739K +11,583 +24%
PAS
135
Park Avenue Securities
New York
$3.76M +$1.02M +15,960 +36%
USCWA
136
U.S. Capital Wealth Advisors
Texas
$3.68M +$3.74M +58,561 New
CA
137
Cetera Advisors
Colorado
$3.65M +$429K +6,726 +13%
MPW
138
MA Private Wealth
California
$3.65M -$8.82M -138,312 -70%
SWG
139
Summit Wealth Group
Vermont
$3.62M +$3.68M +57,691 New
SWP
140
Stratos Wealth Partners
Ohio
$3.62M -$127K -1,984 -3%
Rockefeller Capital Management
141
Rockefeller Capital Management
New York
$3.52M +$14.8K +232 +0.4%
GWM
142
Geneos Wealth Management
Colorado
$3.48M +$16.2K +254 +0.5%
P
143
Palladiem
Pennsylvania
$3.44M +$365K +5,716 +12%
OCM
144
Orleans Capital Management
Louisiana
$3.41M +$2.55K +40 +0.1%
MCM
145
Murphy Capital Management
New Jersey
$3.39M -$20.4K -320 -0.6%
GB
146
Gunma Bank
Japan
$3.39M
BCV
147
Banque Cantonale Vaudoise
Switzerland
$3.37M +$718K +11,260 +27%
YAVAPFMC
148
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$3.33M +$3.38M +52,969 New
MC
149
Mathes Company
New York
$3.31M
Citadel Advisors
150
Citadel Advisors
Florida
$3.27M +$3.33M +52,169 New

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.