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iShares US Medical Devices ETF

556 hedge funds and large institutions have $2.07B invested in iShares US Medical Devices ETF in 2022 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 140 increasing their positions, 241 reducing their positions, and 70 closing their positions.

New
Increased
Maintained
Reduced
Closed

90% more call options, than puts

Call options by funds: $12.2M | Put options by funds: $6.44M

2.48% less ownership

Funds ownership: 37.95%35.47% (-2.5%)

6% less funds holding

Funds holding: 593556 (-37)

16% less capital invested

Capital invested by funds: $2.46B → $2.07B (-$394M)

28% less funds holding in top 10

Funds holding in top 10: 1813 (-5)

42% less repeat investments, than reductions

Existing positions increased: 140 | Existing positions reduced: 241

43% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 70

Holders
556
Holders Change
-37
Holders Change %
-6.24%
% of All Funds
9.58%
Holding in Top 10
13
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-27.78%
% of All Funds
0.22%
New
40
Increased
140
Reduced
241
Closed
70
Calls
$12.2M
Puts
$6.44M
Net Calls
+$5.79M
Net Calls Change
+$11.1M
Name Holding Trade Value Shares
Change
Change in
Stake
CAPTRUST Financial Advisors
226
CAPTRUST Financial Advisors
North Carolina
$836K -$119K -2,284 -11%
PWA
227
PCG Wealth Advisors
Kansas
$834K +$432K +8,334 +90%
JSW
228
Journey Strategic Wealth
New Jersey
$833K -$119K -2,297 -12%
TJHA
229
Thomas J. Herzfeld Advisors
Florida
$832K
SAM
230
Strategy Asset Managers
California
$796K +$144K +2,770 +20%
OC
231
Oppenheimer & Co
New York
$790K -$92.4K -1,781 -10%
SA
232
SFI Advisors
New Jersey
$784K -$2.33M -44,965 -73%
GVAG
233
Great Valley Advisor Group
Delaware
$784K -$116K -2,232 -12%
SPI
234
Santori & Peters Inc
Pennsylvania
$771K -$19.8K -382 -2%
BCA
235
Bay Colony Advisors
Massachusetts
$760K +$726 +14 +0.1%
SMFG
236
Sumitomo Mitsui Financial Group
Japan
$757K +$46.1K +889 +6%
TSWM
237
Triangle Securities Wealth Management
North Carolina
$741K -$71K -1,368 -8%
GRP
238
Global Retirement Partners
California
$727K -$222K -4,288 -23%
VFG
239
V2 Financial group
Illinois
$727K
PWM
240
Perigon Wealth Management
California
$724K -$133K -2,559 -14%
APA
241
American Portfolios Advisors
New York
$719K -$85.6K -1,650 -10%
ST
242
Spinnaker Trust
Maine
$714K
NFG
243
Nations Financial Group
Iowa
$710K +$3.94K +76 +0.5%
Two Sigma Investments
244
Two Sigma Investments
New York
$703K -$11.7M -226,100 -94%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$697K +$767K +14,781 New
BFEC
246
Benjamin F. Edwards & Company
Missouri
$677K -$197K -3,794 -21%
MWM
247
Meridian Wealth Management
Kentucky
$674K -$14.3K -276 -2%
Lido Advisors
248
Lido Advisors
California
$673K -$44.1K -850 -6%
GPA
249
Guerra Pan Advisors
New Jersey
$672K -$2.59K -50 -0.4%
AIFAIM
250
American Institute for Advanced Investment Management
Arizona
$671K -$14.8K -285 -2%

IHI Hedge Fund Activity: Q3 2022 in Review

556 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2022, worth a combined $2.07B — down 16% from $2.46B a quarter earlier.

Sellers outnumbered buyers: 70 funds closed out of IHI and 40 opened new positions — a net loss of 30 holders — while 241 trimmed existing stakes and 140 added.

The largest buyer was Fisher Asset Management, adding an estimated $56.4M. The largest seller was Envestnet Asset Management, cutting an estimated $44.6M.

  • 556 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2022, down from 593 in Q2 2022.
  • Funds reported $2.07B of iShares US Medical Devices ETF stock for Q3 2022, down 16% quarter-over-quarter.
  • 40 funds opened new iShares US Medical Devices ETF positions in Q3 2022 and 70 closed out, a net change of -30 holders.
  • The largest iShares US Medical Devices ETF buyer in Q3 2022 was Fisher Asset Management, an estimated $56.4M added.
  • The largest iShares US Medical Devices ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $44.6M sold.

Based on aggregated 13F filings for Q3 2022.