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iShares US Medical Devices ETF

574 hedge funds and large institutions have $3.14B invested in iShares US Medical Devices ETF in 2021 Q3 according to their latest regulatory filings, with 66 funds opening new positions, 218 increasing their positions, 189 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

53% more first-time investments, than exits

New positions opened: 66 | Existing positions closed: 43

21% more funds holding in top 10

Funds holding in top 10: 1923 (+4)

15% more repeat investments, than reductions

Existing positions increased: 218 | Existing positions reduced: 189

9% more capital invested

Capital invested by funds: $2.87B → $3.14B (+$266M)

3% more funds holding

Funds holding: 559574 (+15)

6% more call options, than puts

Call options by funds: $17.2M | Put options by funds: $16.1M

200.14% less ownership

Funds ownership: 237.4%37.27% (-200%)

Holders
574
Holders Change
+15
Holders Change %
+2.68%
% of All Funds
10.05%
Holding in Top 10
23
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+21.05%
% of All Funds
0.4%
New
66
Increased
218
Reduced
189
Closed
43
Calls
$17.2M
Puts
$16.1M
Net Calls
+$1.01M
Net Calls Change
+$6.94M
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$267M +$12.7M +198,799 +5%
Bank of America
2
Bank of America
North Carolina
$256M +$35.6M +558,085 +16%
LPL Financial
3
LPL Financial
California
$190M +$19.5M +306,304 +11%
JP Morgan Chase
4
JP Morgan Chase
New York
$161M +$29.5M +462,329 +22%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$109M +$6.07M +95,128 +6%
Wells Fargo
6
Wells Fargo
California
$108M -$1.05M -16,411 -0.9%
UBS Group
7
UBS Group
Switzerland
$108M -$11.2M -175,975 -9%
MIH
8
Meitav Investment House
Israel
$85.2M +$33.5M +525,672 +63%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$73.4M -$97.6K -1,529 -0.1%
Ameriprise
10
Ameriprise
Minnesota
$61.3M -$836K -13,102 -1%
HIIFS
11
Harel Insurance Investments & Financial Services
Israel
$52.1M +$45.5M +712,590 +589%
Fisher Asset Management
12
Fisher Asset Management
Washington
$50.9M +$3.02M +47,360 +6%
Osaic Holdings
13
Osaic Holdings
Arizona
$48.2M +$5.97M +93,610 +14%
RJA
14
Raymond James & Associates
Florida
$42.6M +$658K +10,309 +2%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$41.5M -$1.93M -30,323 -4%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$38.6M -$128M -2,001,115 -76%
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$36.5M +$3.34M +52,341 +10%
MW
18
Marks Wealth
Maryland
$33.2M +$33.7M +528,828 New
BlackRock
19
BlackRock
New York
$31.9M +$45.6K +714 +0.1%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$27.2M -$2.57M -40,246 -9%
MML Investors Services
21
MML Investors Services
Massachusetts
$26.5M +$2.93M +45,851 +12%
TA
22
TruWealth Advisors
Louisiana
$22.2M +$566K +8,873 +3%
CA
23
Cumberland Advisors
Florida
$21.1M -$39.2K -615 -0.2%
FAM
24
Flaharty Asset Management
Florida
$19.8M +$1M +15,708 +5%
BWFA
25
Baltimore-Washington Financial Advisors
Maryland
$19.6M +$982K +15,390 +5%

IHI Hedge Fund Activity: Q3 2021 in Review

574 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2021, worth a combined $3.14B — up 9.3% from $2.87B a quarter earlier.

Buyers outnumbered sellers: 66 funds opened new IHI positions and 43 closed out — a net gain of 23 holders — while 218 added to existing stakes and 189 trimmed.

The largest buyer was Harel Insurance Investments & Financial Services, adding an estimated $45.5M. The largest seller was TD Asset Management, cutting an estimated $128M.

  • 574 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2021, up from 559 in Q2 2021.
  • Funds reported $3.14B of iShares US Medical Devices ETF stock for Q3 2021, up 9.3% quarter-over-quarter.
  • 66 funds opened new iShares US Medical Devices ETF positions in Q3 2021 and 43 closed out, a net change of +23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2021 was Harel Insurance Investments & Financial Services, an estimated $45.5M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2021 was TD Asset Management, an estimated $128M sold.

Based on aggregated 13F filings for Q3 2021.