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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
CAM
151
Cypress Asset Management
Texas
$2.67M
CWS
152
Cypress Wealth Services
California
$2.65M -$1.55M -26,790 -38%
SWM
153
Spire Wealth Management
Virginia
$2.65M -$1.68M -29,016 -40%
PAS
154
Park Avenue Securities
New York
$2.64M -$43.8M -757,668 -95%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$2.62M +$2.52M +43,536 New
CWM
156
Circle Wealth Management
New Jersey
$2.6M +$416K +7,194 +20%
AI
157
Atria Investments
North Carolina
$2.56M -$4.85M -83,778 -66%
GWM
158
Gray Wealth Management
Maine
$2.55M +$73.6K +1,272 +3%
BCV
159
Banque Cantonale Vaudoise
Switzerland
$2.54M +$139K +2,400 +6%
QIM
160
Quantitative Investment Management
Virginia
$2.54M +$2.44M +42,258 New
DWM
161
Destination Wealth Management
California
$2.48M -$28.5K -492 -1%
JWCA
162
J.W. Cole Advisors
Florida
$2.46M +$46.5K +804 +2%
PA
163
Pinnacle Associates
New York
$2.45M +$717K +12,390 +44%
TLFA
164
True Link Financial Advisors
California
$2.38M -$2.34M -40,518 -51%
VNA
165
Valley National Advisers
Pennsylvania
$2.35M +$222K +3,846 +11%
CAAS
166
Capital Asset Advisory Services
Michigan
$2.31M -$940K -16,254 -30%
UR
167
USCA RIA
Texas
$2.3M +$35K +606 +2%
HSBC Holdings
168
HSBC Holdings
United Kingdom
$2.28M -$65.2K -1,128 -3%
BRG
169
Bay Rivers Group
Virginia
$2.24M +$20.8K +360 +1%
BWL
170
Bogart Wealth LLC
Virginia
$2.22M +$137K +2,364 +7%
AIA
171
Armor Investment Advisors
North Carolina
$2.2M +$5.9K +102 +0.3%
CWM
172
Cornerstone Wealth Management
Missouri
$2.2M +$206K +3,564 +11%
DE
173
Day & Ennis
Georgia
$2.18M -$2.81M -48,612 -57%
MBT
174
Montecito Bank & Trust
California
$2.14M -$54.8K -948 -3%
WS
175
Wedbush Securities
California
$2.1M -$58.6K -1,014 -3%

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.