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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
HFP
301
Holistic Financial Partners
Indiana
$507K +$203 +4 +0%
YDMI
302
Y.D. More Investments
Israel
$506K +$486K +9,586 New
CA
303
Cornerstone Advisory
Maryland
$505K +$183K +3,606 +60%
AA
304
Ancora Advisors
Ohio
$504K -$7.61K -150 -2%
SA
305
SFI Advisors
New Jersey
$492K -$368K -7,255 -44%
WP
306
WealthSource Partners
California
$487K -$242K -4,760 -34%
CHAM
307
Clear Harbor Asset Management
Connecticut
$485K
GIA
308
Gladstone Institutional Advisory
Florida
$482K -$17.2K -338 -4%
JSW
309
Journey Strategic Wealth
New Jersey
$480K -$432K -8,512 -48%
WW
310
Westshore Wealth
California
$473K
Cerity Partners
311
Cerity Partners
New York
$472K +$456K +8,978 New
PTC
312
Private Trust Company
Ohio
$469K -$10.8K -213 -2%
AF
313
Advisornet Financial
Minnesota
$468K +$1.17K +23 +0.3%
ANTB
314
AMG National Trust Bank
Colorado
$467K
SB
315
Strategic Blueprint
Georgia
$466K -$38.1K -750 -8%
VWM
316
Venturi Wealth Management
Texas
$465K
HFRG
317
Houlihan Financial Resource Group
Virginia
$460K
KWM
318
Kingsview Wealth Management
Oregon
$460K -$4.57K -90 -1%
JCM
319
Jacobi Capital Management
Pennsylvania
$458K +$45K +886 +11%
PWA
320
Physician Wealth Advisors
Utah
$453K -$30.4K -600 -7%
CWS
321
Cypress Wealth Services
California
$448K +$3.25K +64 +0.8%
MSAM
322
Moloney Securities Asset Management
Missouri
$446K
BWM
323
Bulltick Wealth Management
Florida
$445K
PWA
324
PCG Wealth Advisors
Kansas
$443K -$468K -9,226 -52%
RWMH
325
Riverpoint Wealth Management Holdings
Illinois
$442K

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.