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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
CWM
326
Comprehensive Wealth Management
Washington
$441K +$26.5K +522 +7%
WWP
327
WR Wealth Planners
Missouri
$438K -$43.2K -851 -9%
AL
328
Aspiriant LLC
California
$427K
FFN
329
Focus Financial Network
Minnesota
$427K -$25.4K -501 -6%
BFO
330
Biltmore Family Office
North Carolina
$426K
GEA
331
Glen Eagle Advisors
New Jersey
$424K
GGI
332
GPM Growth Investors
Michigan
$420K -$84.8K -1,671 -17%
SIC
333
Sterling Investment Counsel
New York
$418K +$2.08K +41 +0.5%
BBWP
334
Beacon Bridge Wealth Partners
Pennsylvania
$415K +$401K +7,903 New
RIA
335
Realta Investment Advisors
Delaware
$413K -$74.3K -1,465 -16%
MIFH
336
Migdal Insurance & Financial Holdings
Israel
$412K -$169K -3,330 -30%
WPC
337
Wedmont Private Capital
Pennsylvania
$410K -$68.2K -1,344 -15%
GM
338
GeoWealth Management
Illinois
$406K -$270K -5,319 -41%
VWA
339
Visionary Wealth Advisors
Illinois
$405K -$316K -6,228 -45%
MHR
340
Matthew Hamilton Rosenberg
$405K -$10K -198 -3%
KIA
341
KCM Investment Advisors
California
$398K
WP
342
WealthShield Partners
North Carolina
$395K +$381K +7,508 New
OCM
343
One Capital Management
California
$393K -$97.8K -1,927 -20%
CW
344
CreativeOne Wealth
Kansas
$393K -$178K -3,505 -32%
SAS
345
Sanford Advisory Services
Michigan
$389K -$4.31K -85 -1%
HIA
346
Harbor Investment Advisory
Maryland
$388K -$7.31K -144 -2%
SVWAG
347
Sound View Wealth Advisors Group
Georgia
$383K +$360K +7,095 New
TWC
348
TD Waterhouse Canada
Ontario, Canada
$382K -$87.1K -1,716 -21%
DAM
349
Delta Asset Management
Tennessee
$379K
BWM
350
BigSur Wealth Management
Florida
$377K

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.