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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
Morgan Stanley
1
Morgan Stanley
New York
$244M -$58.9M -1,019,088 -20%
Bank of America
2
Bank of America
North Carolina
$212M -$56M -968,166 -22%
LPL Financial
3
LPL Financial
California
$164M -$74.6M -1,290,426 -32%
JP Morgan Chase
4
JP Morgan Chase
New York
$127M +$79M +1,366,200 +184%
UBS Group
5
UBS Group
Switzerland
$114M -$12.5M -216,078 -10%
Wells Fargo
6
Wells Fargo
California
$105M -$24.7M -427,890 -20%
Envestnet Asset Management
7
Envestnet Asset Management
Illinois
$98.5M -$364M -6,286,524 -79%
Royal Bank of Canada
8
Royal Bank of Canada
Ontario, Canada
$70.5M -$3.05M -52,722 -4%
Barclays
9
Barclays
United Kingdom
$61.9M +$7.42M +128,304 +14%
Ameriprise
10
Ameriprise
Minnesota
$59.6M -$18.5M -319,296 -24%
MIH
11
Meitav Investment House
Israel
$50.1M +$38M +656,634 +374%
Fisher Asset Management
12
Fisher Asset Management
Washington
$45.9M +$3.43M +59,238 +8%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$41.6M -$3.32M -57,354 -8%
Osaic Holdings
14
Osaic Holdings
Arizona
$40.6M -$38.4M -663,156 -50%
RJA
15
Raymond James & Associates
Florida
$40.2M -$2.06M -35,652 -5%
PA
16
Parallel Advisors
California
$31.9M +$2.57M +44,478 +9%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$31.8M -$12.3M -211,980 -29%
BlackRock
18
BlackRock
New York
$30.5M -$93.8M -1,621,614 -76%
Cambridge Investment Research Advisors
19
Cambridge Investment Research Advisors
Iowa
$28.4M +$26K +450 +0.1%
TD Asset Management
20
TD Asset Management
Ontario, Canada
$27.8M +$97.4M +1,684,236 +181%
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$25.9M +$188K +3,252 +0.8%
RIG
22
RiverFront Investment Group
Virginia
$25.7M -$357K -6,180 -1%
MML Investors Services
23
MML Investors Services
Massachusetts
$22.7M -$19.5M -337,458 -47%
TA
24
TruWealth Advisors
Louisiana
$20.7M +$941K +16,278 +5%
CA
25
Cumberland Advisors
Florida
$20.3M +$349K +6,036 +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.