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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
AA
301
Ancora Advisors
Ohio
$460K +$23.5K +452 +5%
SI
302
Stephens Inc
Arkansas
$459K +$34K +655 +7%
GGI
303
GPM Growth Investors
Michigan
$456K -$59.7K -1,150 -11%
HFP
304
Holistic Financial Partners
Indiana
$455K -$38.4K -741 -7%
USCWA
305
U.S. Capital Wealth Advisors
Texas
$454K -$2.39M -46,039 -83%
SB
306
Strategic Blueprint
Georgia
$454K -$204K -3,929 -29%
PWA
307
Physician Wealth Advisors
Utah
$451K -$40.8K -786 -8%
GIA
308
Gladstone Institutional Advisory
Florida
$449K -$23.2K -448 -4%
LFAS
309
Level Four Advisory Services
Texas
$445K
TWC
310
TD Waterhouse Canada
Ontario, Canada
$443K +$37K +713 +9%
OCM
311
One Capital Management
California
$443K +$10K +193 +2%
RIA
312
Realta Investment Advisors
Delaware
$440K +$55.2K +1,064 +13%
CHAM
313
Clear Harbor Asset Management
Connecticut
$436K +$86.3K +1,664 +22%
AWA
314
Arete Wealth Advisors
Illinois
$435K -$12.7M -245,364 -96%
T
315
TNF
Montana
$435K -$99.4K -1,916 -17%
WWP
316
WR Wealth Planners
Missouri
$433K -$63.2K -1,218 -12%
PTC
317
Private Trust Company
Ohio
$431K +$5.19K +100 +1%
HFRG
318
Houlihan Financial Resource Group
Virginia
$430K +$451K +8,700 New
M&T Bank
319
M&T Bank
New York
$427K -$51.4K -990 -10%
WPC
320
Wedmont Private Capital
Pennsylvania
$426K +$10.9K +211 +2%
WW
321
Westshore Wealth
California
$425K
AF
322
Advisornet Financial
Minnesota
$419K +$51.8K +998 +13%
ANTB
323
AMG National Trust Bank
Colorado
$419K +$151K +2,916 +49%
KWM
324
Kingsview Wealth Management
Oregon
$417K -$132K -2,538 -22%
VWM
325
Venturi Wealth Management
Texas
$417K +$459K +8,844 New

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.