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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
WIM
351
Warwick Investment Management
Texas
$345K +$380K +7,320 New
DAM
352
Delta Asset Management
Tennessee
$340K
BWM
353
BigSur Wealth Management
Florida
$339K
NP
354
NorthRock Partners
Minnesota
$338K +$882 +17 +0.2%
BSW
355
Buckingham Strategic Wealth
Missouri
$332K +$33.2K +639 +10%
SAM
356
Seelaus Asset Management
New Jersey
$322K -$46.7K -900 -12%
CFA
357
Cahill Financial Advisors
Minnesota
$319K -$37.5K -722 -10%
LA
358
LexAurum Advisors
Kansas
$319K -$17.4K -335 -5%
Northern Trust
359
Northern Trust
Illinois
$318K -$31.1K -599 -8%
WG
360
Welch Group
Alabama
$313K
SRC
361
Shufro Rose & Co
New York
$307K +$337K +6,500 New
NFSG
362
Newbridge Financial Services Group
Florida
$302K -$6.23K -120 -2%
FAP
363
Financial Advisory Partners
Florida
$297K
BA
364
Ballast Advisors
Minnesota
$296K -$15.4K -297 -5%
AWA
365
Acorn Wealth Advisors
Michigan
$294K -$5.14K -99 -2%
HI
366
Hudock Inc
Pennsylvania
$293K +$25.3K +488 +9%
PFS
367
Prospera Financial Services
Texas
$292K -$606K -11,681 -65%
FIA
368
Foundations Investment Advisors
Arizona
$287K -$93.4K -1,801 -23%
CA
369
Cornerstone Advisory
Maryland
$283K
HWM
370
HFR Wealth Management
New York
$283K
IFO
371
Independent Family Office
New York
$283K
MCA
372
Martin Capital Advisors
Texas
$283K
PP
373
Patten & Patten
Tennessee
$283K
MSA
374
Marino Stram & Associates
Massachusetts
$280K +$519 +10 +0.2%
RSWM
375
Robertson Stephens Wealth Management
California
$280K +$4.05K +78 +1%

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.