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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
CWS
326
Cypress Wealth Services
California
$411K -$232K -4,474 -35%
QIM
327
Quantitative Investment Management
Virginia
$410K -$220K -4,238 -33%
PM
328
Phraction Management
Connecticut
$409K
FFN
329
Focus Financial Network
Minnesota
$408K -$66.2K -1,276 -13%
MSAM
330
Moloney Securities Asset Management
Missouri
$400K -$7.78K -150 -2%
BWM
331
Bulltick Wealth Management
Florida
$399K
RWMH
332
Riverpoint Wealth Management Holdings
Illinois
$396K
ACM
333
Advisors Capital Management
New Jersey
$388K -$81.5K -1,570 -17%
AL
334
Aspiriant LLC
California
$384K
BFO
335
Biltmore Family Office
North Carolina
$382K +$140K +2,700 +50%
GEA
336
Glen Eagle Advisors
New Jersey
$381K +$52 +1 +0%
AWM
337
Apollon Wealth Management
South Carolina
$380K -$2.75K -53 -0.7%
BCM
338
Beaumont Capital Management
Massachusetts
$378K +$415K +8,005 New
MHR
339
Matthew Hamilton Rosenberg
$373K
SIC
340
Sterling Investment Counsel
New York
$373K +$7.06K +136 +2%
CWM
341
Comprehensive Wealth Management
Washington
$371K +$15.5K +299 +4%
JCM
342
Jacobi Capital Management
Pennsylvania
$369K -$3.11K -60 -0.8%
IP
343
Ignite Planners
California
$369K +$394K +7,593 New
LNWWM
344
Laird Norton Wetherby Wealth Management
California
$367K
AA
345
Ashford Advisors
New York
$365K
KIA
346
KCM Investment Advisors
California
$357K
HIA
347
Harbor Investment Advisory
Maryland
$355K +$52 +1 +0%
Barclays
348
Barclays
United Kingdom
$354K -$152K -2,935 -28%
SAS
349
Sanford Advisory Services
Michigan
$353K +$3.48K +67 +0.9%
TFS
350
Thoroughbred Financial Services
Tennessee
$352K +$52 +1 +0%

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.