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iShares US Medical Devices ETF
IHI

Overview Fund Activity

575 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, 140 increasing their positions, 237 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
575
Holders Change
+21
Holders Change %
+3.79%
% 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
140
Reduced
237
Closed
46
Calls
$15.2M
Puts
$48.5M
Net Calls
-$33.3M
Net Calls Change
-$39.1M

Top Buyers

1
AWA
Arete Wealth Advisors
Illinois
$510M
2
MIH
Meitav Investment House
Israel
$76.8M
3
Morgan Stanley
Morgan Stanley
New York
$206M
4
JAWM
J. Arnold Wealth Management
Ohio
$12.6M
5
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$12.7M

Top Sellers

1
Bank of America
Bank of America
North Carolina
$120M
2
Citigroup
Citigroup
New York
$3.55M
3
Bessemer Group
Bessemer Group
New Jersey
$121K
4
CA
Crumly & Associates
Illinois
$5.89M
5
AssetMark Inc
AssetMark Inc
California
$67.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWM
351
Perigon Wealth Management
California
$369K -$437K -8,319 -54%
MFA
352
Mayflower Financial Advisors
Massachusetts
$368K -$150K -2,854 -29%
BSW
353
Buckingham Strategic Wealth
Missouri
$359K -$11.3K -214 -3%
CFA
354
Cahill Financial Advisors
Minnesota
$355K -$53 -1 -0%
TCA
355
Transcend Capital Advisors
New Jersey
$352K -$185K -3,520 -34%
WG
356
Welch Group
Alabama
$351K +$2.52K +48 +0.7%
TC
357
Telemus Capital
Michigan
$351K +$351K +6,571 New
SIS
358
Strategic Investment Solutions
Illinois
$343K +$343K +6,126 New
SAM
359
Seelaus Asset Management
New Jersey
$343K -$15.8K -300 -4%
Barclays
360
Barclays
United Kingdom
$342K -$52K -990 -13%
SRC
361
Shufro Rose & Co
New York
$342K – – –
LA
362
LexAurum Advisors
Kansas
$338K -$16.7K -318 -5%
GCA
363
Greenwood Capital Associates
South Carolina
$338K +$338K +6,428 New
BA
364
Ballast Advisors
Minnesota
$333K +$3.1K +59 +0.9%
FAP
365
Financial Advisory Partners
Florida
$331K – – –
FFA
366
Fragasso Financial Advisors
Pennsylvania
$327K +$327K +6,223 New
PFS
367
Prospera Financial Services
Texas
$325K +$53 +1 +0%
FAM
368
Forte Asset Management
New York
$321K -$1.24M -23,651 -79%
AWA
369
Acorn Wealth Advisors
Michigan
$319K -$8.42K -160 -3%
IFO
370
Independent Family Office
New York
$315K – – –
PP
371
Patten & Patten
Tennessee
$315K – – –
HWM
372
HFR Wealth Management
New York
$315K – – –
MCA
373
Martin Capital Advisors
Texas
$315K – – –
AWM
374
Avitas Wealth Management
California
$305K +$18.2K +347 +6%
CWM
375
Campbell Wealth Management
Virginia
$299K -$3.58K -68 -1%
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15
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