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iShares US Medical Devices ETF

593 hedge funds and large institutions have $2.46B invested in iShares US Medical Devices ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 37.87%37.95% (+0.08%)

6% less funds holding

Funds holding: 632593 (-39)

17% less capital invested

Capital invested by funds: $2.96B → $2.46B (-$504M)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

27% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $19.9M

29% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 234

39% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 84

Holders
593
Holders Change
-39
Holders Change %
-6.17%
% of All Funds
9.99%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.3%
New
51
Increased
167
Reduced
234
Closed
84
Calls
$14.6M
Puts
$19.9M
Net Calls
-$5.36M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
DADC
226
D.A. Davidson & Co
Montana
$1.02M -$54.7K -1,004 -5%
MIAN
227
Mariner Independent Advisor Network
Kansas
$1.02M -$1.31M -24,015 -55%
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.01M +$88.2K +1,618 +9%
JSW
229
Journey Strategic Wealth
New Jersey
$1M +$1.09M +19,934 New
RPCONE
230
Retirement Planning Company of New England
Rhode Island
$997K -$6.98K -128 -0.6%
HAS
231
HBW Advisory Services
California
$993K -$44.3K -812 -4%
WA
232
WP Advisors
California
$979K +$96.9K +1,778 +10%
RIA
233
Regal Investment Advisors
Michigan
$976K -$18.3K -336 -2%
CT
234
Caldwell Trust
Florida
$972K -$66.5K -1,220 -6%
OWA
235
One Wealth Advisors
California
$971K +$497K +9,120 +90%
P
236
&Partners
Tennessee
$951K -$16.3K -299 -2%
GVAG
237
Great Valley Advisor Group
Delaware
$951K -$10.5K -192 -1%
GRP
238
Global Retirement Partners
California
$946K -$91.1K -1,671 -8%
OC
239
Oppenheimer & Co
New York
$935K -$26.4K -485 -3%
BFEC
240
Benjamin F. Edwards & Company
Missouri
$915K -$37.9K -695 -4%
MA
241
Mezzasalma Advisors
New Jersey
$909K -$545 -10 -0.1%
AWM
242
Ameliora Wealth Management
Switzerland
$907K
PWM
243
Perigon Wealth Management
California
$903K +$85.5K +1,568 +10%
PFS
244
Prospera Financial Services
Texas
$901K -$29.9K -549 -3%
CIAS
245
CFS Investment Advisory Services
New Jersey
$896K -$88.9M -1,632,008 -99%
TJHA
246
Thomas J. Herzfeld Advisors
Florida
$890K
SG
247
StoneX Group
New York
$887K +$249K +4,561 +35%
SAM
248
Secure Asset Management
Michigan
$872K -$5.5K -101 -0.6%
BCA
249
Bay Colony Advisors
Massachusetts
$865K -$135K -2,485 -13%
TSWM
250
Triangle Securities Wealth Management
North Carolina
$861K +$33.7K +618 +4%

IHI Hedge Fund Activity: Q2 2022 in Review

593 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2022, worth a combined $2.46B — down 17% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IHI and 51 opened new positions — a net loss of 33 holders — while 234 trimmed existing stakes and 167 added.

The largest buyer was AssetMark Inc, adding an estimated $78.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $88.9M.

  • 593 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2022, down from 632 in Q1 2022.
  • Funds reported $2.46B of iShares US Medical Devices ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 51 funds opened new iShares US Medical Devices ETF positions in Q2 2022 and 84 closed out, a net change of -33 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2022 was AssetMark Inc, an estimated $78.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2022.