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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
NFG
251
Nations Financial Group
Iowa
$785K -$6.19K -122 -0.8%
CIAS
252
Capital Investment Advisory Services
North Carolina
$773K +$707K +13,930 +1,814%
BPA
253
Beacon Pointe Advisors
California
$761K +$85K +1,674 +13%
AIFAIM
254
American Institute for Advanced Investment Management
Arizona
$734K -$12.7K -250 -2%
BBA
255
BLB&B Advisors
Pennsylvania
$729K +$125K +2,458 +22%
GPA
256
Guerra Pan Advisors
New Jersey
$728K
GCM
257
Gallacher Capital Management
Colorado
$727K +$702K +13,825 New
VVP
258
Venture Visionary Partners
Ohio
$716K
Lido Advisors
259
Lido Advisors
California
$713K -$36.3K -715 -5%
MFS
260
Mirabella Financial Services
United Kingdom
$687K +$664K +13,076 New
MPW
261
MA Private Wealth
California
$687K +$304 +6 +0%
PFO
262
Pathstone Family Office
New Jersey
$685K +$18.3K +360 +3%
WG
263
Watchman Group
Texas
$680K
GLA
264
Good Life Advisors
Pennsylvania
$680K +$5.48K +108 +0.8%
SFA
265
Source Financial Advisors
New York
$677K -$8.68K -171 -1%
TFA
266
Teamwork Financial Advisors
Texas
$675K +$132K +2,603 +25%
LFAS
267
Level Four Advisory Services
Texas
$667K +$166K +3,271 +35%
Carson Wealth (CWM LLC)
268
Carson Wealth (CWM LLC)
Nebraska
$655K -$48.9K -963 -7%
CIC
269
Cutler Investment Counsel
Oregon
$650K -$13.7K -270 -2%
FWSM
270
First Wilshire Securities Management
California
$647K
MSFS
271
Main Street Financial Solutions
Pennsylvania
$639K -$13.3K -263 -2%
USCWA
272
U.S. Capital Wealth Advisors
Texas
$628K +$118K +2,323 +24%
VNA
273
Valley National Advisers
Pennsylvania
$626K -$32.6K -642 -5%
SG
274
StoneX Group
New York
$615K -$15.9K -314 -3%
SI
275
Stephens Inc
Arkansas
$612K +$97.4K +1,920 +20%

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.