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iShares US Medical Devices ETF

662 hedge funds and large institutions have $3.56B invested in iShares US Medical Devices ETF in 2021 Q4 according to their latest regulatory filings, with 128 funds opening new positions, 231 increasing their positions, 188 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

300% more first-time investments, than exits

New positions opened: 128 | Existing positions closed: 32

23% more repeat investments, than reductions

Existing positions increased: 231 | Existing positions reduced: 188

22% more funds holding in top 10

Funds holding in top 10: 2328 (+5)

15% more funds holding

Funds holding: 574662 (+88)

13% more capital invested

Capital invested by funds: $3.14B → $3.56B (+$419M)

2.06% more ownership

Funds ownership: 37.27%39.33% (+2.1%)

9% more call options, than puts

Call options by funds: $13.7M | Put options by funds: $12.5M

Holders
662
Holders Change
+88
Holders Change %
+15.33%
% of All Funds
10.19%
Holding in Top 10
28
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+21.74%
% of All Funds
0.43%
New
128
Increased
231
Reduced
188
Closed
32
Calls
$13.7M
Puts
$12.5M
Net Calls
+$1.12M
Net Calls Change
+$114K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$317M +$36.3M +567,283 +13%
Bank of America
2
Bank of America
North Carolina
$237M -$30.6M -478,209 -12%
LPL Financial
3
LPL Financial
California
$201M +$1.13M +17,704 +0.6%
JP Morgan Chase
4
JP Morgan Chase
New York
$165M -$3.84M -59,947 -2%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$123M +$8.8M +137,481 +8%
Wells Fargo
6
Wells Fargo
California
$120M +$6.88M +107,436 +6%
UBS Group
7
UBS Group
Switzerland
$117M +$3.61M +56,412 +3%
MIH
8
Meitav Investment House
Israel
$109M +$18.9M +295,135 +22%
Royal Bank of Canada
9
Royal Bank of Canada
Ontario, Canada
$79.2M +$2.16M +33,789 +3%
OLVIG
10
Oliver Lagore Vanvalin Investment Group
Michigan
$70.3M +$68.3M +1,067,020 New
Ameriprise
11
Ameriprise
Minnesota
$67.2M +$2.83M +44,187 +5%
Fisher Asset Management
12
Fisher Asset Management
Washington
$56.9M +$3.39M +52,929 +7%
HIIFS
13
Harel Insurance Investments & Financial Services
Israel
$56.1M +$1.08M +16,900 +2%
Osaic Holdings
14
Osaic Holdings
Arizona
$49.2M -$1.32M -20,609 -3%
RJA
15
Raymond James & Associates
Florida
$44.3M -$352K -5,502 -0.8%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$40.6M +$50.3K +786 +0.1%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$40.2M -$3.22M -50,336 -8%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$37.8M -$479K -7,484 -1%
BlackRock
19
BlackRock
New York
$33.4M +$2.31K +36 +0%
CWM
20
Congress Wealth Management
Massachusetts
$33M +$32.1M +500,954 New
GKWIM
21
Gerber Kawasaki Wealth & Investment Management
California
$29M +$28M +437,047 +14,057%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$28.3M -$141K -2,203 -0.5%
MML Investors Services
23
MML Investors Services
Massachusetts
$27.7M -$168K -2,628 -0.6%
NFC
24
Northeast Financial Consultants
Connecticut
$26.3M +$5.84M +91,210 +30%
TA
25
TruWealth Advisors
Louisiana
$23.8M +$564K +8,814 +2%

IHI Hedge Fund Activity: Q4 2021 in Review

662 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2021, worth a combined $3.56B — up 13% from $3.14B a quarter earlier.

Buyers outnumbered sellers: 128 funds opened new IHI positions and 32 closed out — a net gain of 96 holders — while 231 added to existing stakes and 188 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $36.3M. The largest seller was Marks Wealth, exiting entirely with an estimated $33.2M sold.

  • 662 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2021, up from 574 in Q3 2021.
  • Funds reported $3.56B of iShares US Medical Devices ETF stock for Q4 2021, up 13% quarter-over-quarter.
  • 128 funds opened new iShares US Medical Devices ETF positions in Q4 2021 and 32 closed out, a net change of +96 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2021 was Morgan Stanley, an estimated $36.3M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2021 was Marks Wealth, an estimated $33.2M sold.

Based on aggregated 13F filings for Q4 2021.