We are live on ! Find out more
IHI icon

iShares US Medical Devices ETF

233 hedge funds and large institutions have $1.25B invested in iShares US Medical Devices ETF in 2018 Q4 according to their latest regulatory filings, with 51 funds opening new positions, 89 increasing their positions, 59 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

569% more call options, than puts

Call options by funds: $9.47M | Put options by funds: $1.42M

51% more repeat investments, than reductions

Existing positions increased: 89 | Existing positions reduced: 59

16% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 44

2% more funds holding

Funds holding: 228233 (+5)

27% less capital invested

Capital invested by funds: $1.71B → $1.25B (-$466M)

27% less funds holding in top 10

Funds holding in top 10: 118 (-3)

41.7% less ownership

Funds ownership: 322.85%281.15% (-42%)

Holders
233
Holders Change
+5
Holders Change %
+2.19%
% of All Funds
5.19%
Holding in Top 10
8
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-27.27%
% of All Funds
0.18%
New
51
Increased
89
Reduced
59
Closed
44
Calls
$9.47M
Puts
$1.42M
Net Calls
+$8.06M
Net Calls Change
+$293M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$158M -$23.2M -671,112 -12%
AssetMark Inc
2
AssetMark Inc
California
$116M -$3.53M -102,042 -3%
Bank of America
3
Bank of America
North Carolina
$105M +$16.6M +478,278 +18%
MIFH
4
Migdal Insurance & Financial Holdings
Israel
$62.1M -$1.15M -33,174 -2%
LPL Financial
5
LPL Financial
California
$51.6M +$11.1M +320,400 +26%
Wells Fargo
6
Wells Fargo
California
$50.1M +$1.51M +43,542 +3%
Goldman Sachs
7
Goldman Sachs
New York
$43.6M +$23.2M +670,356 +105%
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$41.9M +$14.5M +418,446 +50%
UBS Group
9
UBS Group
Switzerland
$38.9M -$430K -12,426 -1%
DCM
10
Discovery Capital Management
Connecticut
$30.3M +$31.5M +910,494 New
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$27.9M +$4.09M +118,008 +16%
Bank of Montreal
12
Bank of Montreal
Ontario, Canada
$25.6M -$148M -4,285,254 -85%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$22.1M
RJA
14
Raymond James & Associates
Florida
$20.4M +$7.65M +220,794 +56%
Citigroup
15
Citigroup
New York
$20.3M -$51.9M -1,499,736 -71%
RIG
16
RiverFront Investment Group
Virginia
$17.8M +$18.5M +533,562 New
Ameriprise
17
Ameriprise
Minnesota
$15.8M +$2.83M +81,822 +21%
SFI
18
SPC Financial Inc
Maryland
$15.5M -$154K -4,440 -0.9%
CA
19
Cumberland Advisors
Florida
$13.5M +$7.23M +208,884 +106%
MML Investors Services
20
MML Investors Services
Massachusetts
$13.1M +$2.09M +60,450 +18%
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$12.4M -$1.56M -45,168 -11%
DF
22
Donoghue Forlines
Massachusetts
$12.2M -$31.5M -908,892 -71%
BDS
23
Banco de Sabadell
Florida
$11.7M -$3.23M -93,246 -21%
Northwestern Mutual Wealth Management
24
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$412K +11,886 +4%
HCMNY
25
Howard Capital Management (New York)
New York
$11M +$339K +9,780 +3%

IHI Hedge Fund Activity: Q4 2018 in Review

233 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2018, worth a combined $1.25B — down 27% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 51 funds opened new IHI positions and 44 closed out — a net gain of 7 holders — while 89 added to existing stakes and 59 trimmed.

The largest buyer was Discovery Capital Management, opening a new position worth an estimated $31.5M. The largest seller was Bank of Montreal, cutting an estimated $148M.

  • 233 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2018, up from 228 in Q3 2018.
  • Funds reported $1.25B of iShares US Medical Devices ETF stock for Q4 2018, down 27% quarter-over-quarter.
  • 51 funds opened new iShares US Medical Devices ETF positions in Q4 2018 and 44 closed out, a net change of +7 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2018 was Discovery Capital Management, an estimated $31.5M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2018 was Bank of Montreal, an estimated $148M sold.

Based on aggregated 13F filings for Q4 2018.