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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
SWA
276
Stratos Wealth Advisors
Ohio
$608K -$39.6K -781 -6%
SAM
277
Secure Asset Management
Michigan
$608K -$91.4K -1,801 -13%
BWP
278
Bernardo Wealth Planning
Pennsylvania
$605K -$63.2K -1,245 -10%
TC
279
TownSquare Capital
Utah
$605K +$360K +7,091 +161%
MWM
280
Meridian Wealth Management
Kentucky
$601K -$145K -2,855 -20%
PFA
281
Plotkin Financial Advisors
Maryland
$600K -$98.7K -1,944 -15%
KDA
282
Kraft Davis & Associates
Missouri
$592K +$560K +11,033 New
WWA
283
WCG Wealth Advisors
Nevada
$584K +$69.7K +1,374 +14%
AWM
284
Apollon Wealth Management
South Carolina
$578K +$149K +2,934 +36%
Koshinski Asset Management
285
Koshinski Asset Management
Illinois
$575K -$8.68K -171 -2%
BCM
286
Beaumont Capital Management
Massachusetts
$571K +$145K +2,859 +36%
Simplex Trading
287
Simplex Trading
Illinois
$561K -$779K -15,349 -59%
DE
288
Day & Ennis
Georgia
$543K -$29.9K -589 -5%
SA
289
Strategic Advisors
New York
$542K +$203 +4 +0%
FANJ
290
Financial Architects (New Jersey)
New Jersey
$534K -$234K -4,619 -31%
T
291
TNF
Montana
$531K +$30.4K +599 +7%
PM
292
Phraction Management
Connecticut
$527K +$68.5K +1,350 +16%
Wealthfront Advisers
293
Wealthfront Advisers
California
$526K +$508K +10,008 New
PSCM
294
Per Stirling Capital Management
Texas
$524K +$506K +9,973 New
PWW
295
Pettyjohn Wood & White
Virginia
$523K -$7.61K -150 -1%
CCA
296
Cadent Capital Advisors
Oklahoma
$517K +$660 +13 +0.1%
VWA
297
V Wealth Advisors
Kansas
$515K -$7.87K -155 -2%
C1AG
298
Client 1st Advisory Group
Florida
$513K -$111K -2,184 -18%
PCM
299
Pennsylvania Capital Management
Pennsylvania
$512K +$480K +9,466 New
SEIA
300
Signature Estate & Investment Advisors
California
$510K -$10.5K -207 -2%

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.