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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
IFG
201
Independent Financial Group
California
$1.63M -$126K -2,178 -7%
BNP Paribas Financial Markets
202
BNP Paribas Financial Markets
France
$1.61M +$112K +1,938 +8%
Creative Planning
203
Creative Planning
Kansas
$1.6M -$12.8K -222 -0.8%
CPO
204
Cerity Partners OCIO
New York
$1.58M +$909K +15,714 +150%
Carson Wealth (CWM LLC)
205
Carson Wealth (CWM LLC)
Nebraska
$1.57M
PWM
206
Perigon Wealth Management
California
$1.56M +$121K +2,088 +9%
IAIM
207
International Assets Investment Management
Florida
$1.53M -$1.52M -26,316 -51%
KWM
208
Kingsview Wealth Management
Oregon
$1.52M -$195K -3,372 -12%
DADC
209
D.A. Davidson & Co
Montana
$1.51M -$2.78K -48 -0.2%
CIC
210
Carnegie Investment Counsel
Ohio
$1.48M +$240K +4,146 +20%
RFC
211
Regions Financial Corp
Alabama
$1.48M -$21.2K -366 -1%
C1AG
212
Client 1st Advisory Group
Florida
$1.45M -$1.97M -34,098 -59%
Fidelity Investments
213
Fidelity Investments
Massachusetts
$1.43M +$201K +3,468 +17%
BRC
214
BHF RG Capital
Arizona
$1.42M -$30.2K -522 -2%
PCFFS
215
Pacific Center for Financial Services
California
$1.38M +$4.51K +78 +0.3%
FFS
216
Founders Financial Securities
Maryland
$1.37M +$19.4K +336 +1%
BWP
217
Bernardo Wealth Planning
Pennsylvania
$1.36M -$1.54M -26,598 -54%
BKA
218
Brick & Kyle Associates
Pennsylvania
$1.32M -$32.6K -564 -2%
SFG
219
Summit Financial Group
West Virginia
$1.3M +$951K +16,440 +322%
OPS
220
Orion Portfolio Solutions
Nebraska
$1.29M -$128K -2,208 -9%
SWA
221
Stratos Wealth Advisors
Ohio
$1.27M -$233K -4,032 -16%
CT
222
Caldwell Trust
Florida
$1.27M +$174K +3,012 +17%
IWP
223
Icon Wealth Partners
Texas
$1.26M -$2.95M -51,024 -71%
RIA
224
Regal Investment Advisors
Michigan
$1.26M +$1.21M +20,916 New
PP
225
Professional Planning
California
$1.26M -$18.7K -324 -2%

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.