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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
NP
351
NorthRock Partners
Minnesota
$376K -$863 -17 -0.2%
ACM
352
Advisors Capital Management
New Jersey
$370K -$27.3K -537 -7%
PWM
353
Perigon Wealth Management
California
$369K -$422K -8,319 -54%
MFA
354
Mayflower Financial Advisors
Massachusetts
$368K -$145K -2,854 -29%
BSW
355
Buckingham Strategic Wealth
Missouri
$359K -$10.9K -214 -3%
CFA
356
Cahill Financial Advisors
Minnesota
$355K -$51 -1 -0%
TCA
357
Transcend Capital Advisors
New Jersey
$352K -$179K -3,520 -34%
WG
358
Welch Group
Alabama
$351K +$2.44K +48 +0.7%
TC
359
Telemus Capital
Michigan
$351K +$333K +6,571 New
SIS
360
Strategic Investment Solutions
Illinois
$343K +$311K +6,126 New
SAM
361
Seelaus Asset Management
New Jersey
$343K -$15.2K -300 -4%
Barclays
362
Barclays
United Kingdom
$342K -$50.2K -990 -13%
SRC
363
Shufro Rose & Co
New York
$342K
LA
364
LexAurum Advisors
Kansas
$338K -$16.1K -318 -5%
GCA
365
Greenwood Capital Associates
South Carolina
$338K +$326K +6,428 New
BA
366
Ballast Advisors
Minnesota
$333K +$2.99K +59 +0.9%
FAP
367
Financial Advisory Partners
Florida
$331K
FFA
368
Fragasso Financial Advisors
Pennsylvania
$327K +$316K +6,223 New
PFS
369
Prospera Financial Services
Texas
$325K +$51 +1 +0%
FAM
370
Forte Asset Management
New York
$321K -$1.2M -23,651 -79%
AWA
371
Acorn Wealth Advisors
Michigan
$319K -$8.12K -160 -3%
IFO
372
Independent Family Office
New York
$315K
HWM
373
HFR Wealth Management
New York
$315K
PP
374
Patten & Patten
Tennessee
$315K
MCA
375
Martin Capital Advisors
Texas
$315K

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.