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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
SG
126
Somerset Group
Minnesota
$4.55M -$72K -1,125 -2%
PAS
127
Park Avenue Securities
New York
$4.51M +$553K +8,632 +14%
RA
128
RFG Advisory
Alabama
$4.43M +$196K +3,068 +5%
HIM
129
HawsGoodwin Investment Management
Tennessee
$4.4M -$9.28K -145 -0.2%
AIC
130
Ayalon Insurance Company
Israel
$4.39M -$1.17M -18,347 -22%
SI
131
Stephens Inc
Arkansas
$4.29M -$71.2K -1,112 -2%
ECM
132
ExodusPoint Capital Management
New York
$4.25M +$4.13M +64,522 New
CWM
133
CMH Wealth Management
New Hampshire
$4.25M +$10.6K +166 +0.3%
SWM
134
Strategic Wealth Management
Washington
$4.23M
Mariner
135
Mariner
Kansas
$4.2M +$1.97M +30,701 +93%
GB
136
Gunma Bank
Japan
$4.08M +$512K +8,000 +15%
BRWM
137
B. Riley Wealth Management
Tennessee
$4.03M +$16.6K +260 +0.4%
USCWA
138
U.S. Capital Wealth Advisors
Texas
$3.98M +$115K +1,804 +3%
SA
139
SFI Advisors
New Jersey
$3.85M +$3.93M +61,355 New
FI
140
Finivi Inc
Massachusetts
$3.83M +$3.72M +58,180 New
PF
141
Phoenix Financial
Israel
$3.81M +$858K +13,398 +30%
PWMG
142
Prestige Wealth Management Group
New Jersey
$3.76M -$182K -2,845 -5%
CS
143
Credit Suisse
Switzerland
$3.75M -$1.95M -30,399 -35%
GIA
144
Goodwin Investment Advisory
Georgia
$3.73M +$2.64M +41,307 +263%
GWM
145
Geneos Wealth Management
Colorado
$3.71M +$73.9K +1,155 +2%
VWA
146
Visionary Wealth Advisors
Illinois
$3.7M -$322K -5,028 -8%
P
147
Palladiem
Pennsylvania
$3.69M +$85.7K +1,338 +2%
SWP
148
Stratos Wealth Partners
Ohio
$3.64M -$148K -2,310 -4%
MWM
149
Mascoma Wealth Management
New Hampshire
$3.63M -$317K -4,953 -8%
JE
150
JMAC Enterprises
Pennsylvania
$3.6M +$3.83M +59,849 New

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.