iShares US Medical Devices ETF
109 hedge funds and large institutions have $495M invested in iShares US Medical Devices ETF in 2016 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 29 increasing their positions, 38 reducing their positions, and 31 closing their positions.
11% less funds holding
Funds holding: 122 → 109 (-13)
24% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 38
35% less first-time investments, than exits
New positions opened: 20 | Existing positions closed: 31
49% less capital invested
Capital invested by funds: $967M → $495M (-$471M)
83% less funds holding in top 10
Funds holding in top 10: 6 → 1 (-5)
83% less call options, than puts
Call options by funds: $1K | Put options by funds: $6K
95.43% less ownership
Funds ownership: 407.19% → 311.76% (-95%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$8.23M |
| 2 |
CG
Colony Group
Boston,
Massachusetts
|
+$6.63M |
| 3 |
CS
Credit Suisse
Zurich,
Switzerland
|
+$3.12M |
| 4 |
Chevy Chase Trust
Bethesda,
Maryland
|
+$3.11M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$2.92M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of Nova Scotia
Toronto,
Ontario, Canada
|
-$128M |
| 2 |
CI
Clal Insurance
Tel-Aviv,
Israel
|
-$65.9M |
| 3 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$59.5M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$31.3M |
| 5 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$26.5M |
IHI Hedge Fund Activity: Q4 2016 in Review
109 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2016, worth a combined $495M — down 49% from $967M a quarter earlier.
Sellers outnumbered buyers: 31 funds closed out of IHI and 20 opened new positions — a net loss of 11 holders — while 38 trimmed existing stakes and 29 added.
The largest buyer was Morgan Stanley, adding an estimated $8.23M. The largest seller was Bank of Nova Scotia, cutting an estimated $128M.
- 109 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2016, down from 122 in Q3 2016.
- Funds reported $495M of iShares US Medical Devices ETF stock for Q4 2016, down 49% quarter-over-quarter.
- 20 funds opened new iShares US Medical Devices ETF positions in Q4 2016 and 31 closed out, a net change of -11 holders.
- The largest iShares US Medical Devices ETF buyer in Q4 2016 was Morgan Stanley, an estimated $8.23M added.
- The largest iShares US Medical Devices ETF seller in Q4 2016 was Bank of Nova Scotia, an estimated $128M sold.
Based on aggregated 13F filings for Q4 2016.