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iShares US Medical Devices ETF

577 hedge funds and large institutions have $2.75B invested in iShares US Medical Devices ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 141 increasing their positions, 238 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

33% more capital invested

Capital invested by funds: $2.07B → $2.75B (+$682M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

4% more funds holding

Funds holding: 556577 (+21)

0.95% more ownership

Funds ownership: 35.47%36.43% (+0.95%)

41% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 238

69% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $48.5M

Holders
577
Holders Change
+21
Holders Change %
+3.78%
% of All Funds
9.28%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
79
Increased
141
Reduced
238
Closed
46
Calls
$15.2M
Puts
$48.5M
Net Calls
-$33.3M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
WC
226
Westwind Capital
New Mexico
$968K -$30.5K -601 -3%
DADC
227
D.A. Davidson & Co
Montana
$959K -$63.6K -1,253 -6%
MA
228
Mezzasalma Advisors
New Jersey
$956K +$8.53K +168 +0.9%
SWM
229
Spire Wealth Management
Virginia
$956K -$137K -2,699 -13%
KA
230
Kovack Advisors
Florida
$949K -$310K -6,109 -25%
PFP
231
Paragon Financial Partners
California
$946K -$173K -3,412 -16%
TJHA
232
Thomas J. Herzfeld Advisors
Florida
$940K +$12K +237 +1%
P
233
&Partners
Tennessee
$930K -$59.3K -1,169 -6%
SMFG
234
Sumitomo Mitsui Financial Group
Japan
$917K +$70.9K +1,398 +9%
PA
235
PFG Advisors
Arizona
$914K -$295K -5,807 -25%
FFA
236
First Foundation Advisors
California
$895K +$864K +17,031 New
GRP
237
Global Retirement Partners
California
$879K +$114K +2,250 +16%
GVAG
238
Great Valley Advisor Group
Delaware
$874K
DA
239
Dash Acquisitions
California
$869K +$839K +16,534 New
Brown Advisory
240
Brown Advisory
Maryland
$867K +$224K +4,413 +37%
SPI
241
Santori & Peters Inc
Pennsylvania
$844K -$14.5K -286 -2%
BCA
242
Bay Colony Advisors
Massachusetts
$836K -$10.3K -203 -1%
TSWM
243
Triangle Securities Wealth Management
North Carolina
$826K
Susquehanna International Group
244
Susquehanna International Group
Pennsylvania
$824K -$1.11M -21,801 -58%
BFEC
245
Benjamin F. Edwards & Company
Missouri
$812K +$56.3K +1,109 +8%
SFG
246
StrategIQ Financial Group
Indiana
$810K +$130K +2,557 +20%
VFG
247
V2 Financial group
Illinois
$810K
IAIM
248
International Assets Investment Management
Florida
$801K +$238K +4,687 +44%
ST
249
Spinnaker Trust
Maine
$796K
RIA
250
Regal Investment Advisors
Michigan
$789K -$219K -4,318 -22%

IHI Hedge Fund Activity: Q4 2022 in Review

577 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2022, worth a combined $2.75B — up 33% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IHI positions and 46 closed out — a net gain of 33 holders — while 141 added to existing stakes and 238 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $19.9M. The largest seller was Bank of America, cutting an estimated $36.2M.

  • 577 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2022, up from 556 in Q3 2022.
  • Funds reported $2.75B of iShares US Medical Devices ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 79 funds opened new iShares US Medical Devices ETF positions in Q4 2022 and 46 closed out, a net change of +33 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2022 was Meitav Investment House, an estimated $19.9M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2022 was Bank of America, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2022.