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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
Jane Street
251
Jane Street
New York
$667K -$8.9M -171,606 -92%
WP
252
WealthSource Partners
California
$662K -$1.71M -32,863 -70%
PFO
253
Pathstone Family Office
New Jersey
$658K +$362K +6,974 +100%
VWA
254
Visionary Wealth Advisors
Illinois
$657K -$52.1K -1,005 -7%
ACM
255
AlphaStar Capital Management
North Carolina
$646K +$311 +6 +0%
VVP
256
Venture Visionary Partners
Ohio
$642K
MPW
257
MA Private Wealth
California
$636K +$623 +12 +0.1%
Carson Wealth (CWM LLC)
258
Carson Wealth (CWM LLC)
Nebraska
$633K -$111K -2,144 -14%
SAM
259
Secure Asset Management
Michigan
$631K -$203K -3,911 -23%
PFA
260
Plotkin Financial Advisors
Maryland
$631K
Tudor Investment Corp
261
Tudor Investment Corp
Connecticut
$628K -$671K -12,923 -49%
PCA
262
Pallas Capital Advisors
Massachusetts
$619K +$666K +12,827 New
SFA
263
Source Financial Advisors
New York
$616K -$20.3K -392 -3%
GM
264
GeoWealth Management
Illinois
$615K -$20.4K -393 -3%
BWP
265
Bernardo Wealth Planning
Pennsylvania
$612K -$157K -3,021 -19%
WG
266
Watchman Group
Texas
$610K -$18.7K -360 -3%
SFG
267
StrategIQ Financial Group
Indiana
$607K +$71.4K +1,376 +12%
GLA
268
Good Life Advisors
Pennsylvania
$605K -$4.88K -94 -0.7%
VNA
269
Valley National Advisers
Pennsylvania
$602K -$53.8K -1,036 -8%
BPA
270
Beacon Pointe Advisors
California
$602K -$38.4K -740 -5%
CIC
271
Cutler Investment Counsel
Oregon
$596K -$6.75K -130 -1%
Two Sigma Advisers
272
Two Sigma Advisers
New York
$585K -$4.71M -90,800 -88%
MSFS
273
Main Street Financial Solutions
Pennsylvania
$585K +$4.46K +86 +0.7%
SWA
274
Stratos Wealth Advisors
Ohio
$583K +$142K +2,745 +29%
LWP
275
Legacy Wealth Planning
Nevada
$580K -$36.3K -700 -5%

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.