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iShares US Medical Devices ETF
IHI

Overview Fund Activity

575 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, 140 increasing their positions, 237 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+21
Holders Change %
+3.79%
% 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
140
Reduced
237
Closed
46
Calls
$15.2M
Puts
$48.5M
Net Calls
-$33.3M
Net Calls Change
-$39.1M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$510M
2
MIH
Meitav Investment House
Israel
$76.8M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
JAWM
J. Arnold Wealth Management
Ohio
$12.6M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$12.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$120M
2
Citigroup
Citigroup
New York
$3.55M
3
Bessemer Group
Bessemer Group
New Jersey
$121K
4
CA
Crumly & Associates
Illinois
$5.89M
5
AssetMark Inc
AssetMark Inc
California
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
CA
301
Cornerstone Advisory
Maryland
$505K +$190K +3,606 +60%
AA
302
Ancora Advisors
Ohio
$504K -$7.88K -150 -2%
SA
303
SFI Advisors
New Jersey
$492K -$381K -7,255 -44%
WP
304
WealthSource Partners
California
$487K -$250K -4,760 -34%
CHAM
305
Clear Harbor Asset Management
Connecticut
$485K – – –
GIA
306
Gladstone Institutional Advisory
Florida
$482K -$17.8K -338 -4%
JSW
307
Journey Strategic Wealth
New Jersey
$480K -$447K -8,512 -48%
WW
308
Westshore Wealth
California
$473K – – –
Cerity Partners
309
Cerity Partners
New York
$472K +$472K +8,978 New
PTC
310
Private Trust Company
Ohio
$469K -$11.2K -213 -2%
AF
311
Advisornet Financial
Minnesota
$468K +$1.21K +23 +0.3%
ANTB
312
AMG National Trust Bank
Colorado
$467K – – –
SB
313
Strategic Blueprint
Georgia
$466K -$39.4K -750 -8%
VWM
314
Venturi Wealth Management
Texas
$465K – – –
HFRG
315
Houlihan Financial Resource Group
Virginia
$460K – – –
KWM
316
Kingsview Wealth Management
Oregon
$460K -$4.73K -90 -1%
JCM
317
Jacobi Capital Management
Pennsylvania
$458K +$46.6K +886 +11%
PWA
318
Physician Wealth Advisors
Utah
$453K -$32.5K -600 -7%
CWS
319
Cypress Wealth Services
California
$448K +$3.36K +64 +0.8%
MSAM
320
Moloney Securities Asset Management
Missouri
$446K – – –
BWM
321
Bulltick Wealth Management
Florida
$445K – – –
PWA
322
PCG Wealth Advisors
Kansas
$443K -$485K -9,226 -52%
RWMH
323
Riverpoint Wealth Management Holdings
Illinois
$442K – – –
CWM
324
Comprehensive Wealth Management
Washington
$441K +$27.4K +522 +7%
WWP
325
WR Wealth Planners
Missouri
$438K -$44.7K -851 -9%
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