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iShares US Medical Devices ETF

593 hedge funds and large institutions have $2.46B invested in iShares US Medical Devices ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 37.87%37.95% (+0.08%)

6% less funds holding

Funds holding: 632593 (-39)

17% less capital invested

Capital invested by funds: $2.96B → $2.46B (-$504M)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

27% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $19.9M

29% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 234

39% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 84

Holders
593
Holders Change
-39
Holders Change %
-6.17%
% of All Funds
9.99%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.3%
New
51
Increased
167
Reduced
234
Closed
84
Calls
$14.6M
Puts
$19.9M
Net Calls
-$5.36M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
NFSG
376
Newbridge Financial Services Group
Florida
$329K -$69.1K -1,267 -16%
MFG
377
Merit Financial Group
Georgia
$327K +$354K +6,487 New
BSW
378
Buckingham Strategic Wealth
Missouri
$323K
EWA
379
EP Wealth Advisors
California
$322K -$78.9K -1,447 -18%
ANTB
380
AMG National Trust Bank
Colorado
$321K -$159K -2,916 -33%
WP
381
WealthShield Partners
North Carolina
$321K -$1.42K -26 -0.4%
AWA
382
Acorn Wealth Advisors
Michigan
$319K +$18.3K +335 +6%
FAP
383
Financial Advisory Partners
Florida
$318K
SFM
384
Signet Financial Management
New Jersey
$315K -$4.14K -76 -1%
MSCM
385
McElhenny Sheffield Capital Management
Texas
$308K -$16.4K -300 -5%
WI
386
WBI Investments
New Jersey
$304K +$337K +6,177 New
CA
387
Cornerstone Advisory
Maryland
$303K -$393K -7,206 -55%
HWM
388
HFR Wealth Management
New York
$303K
MCA
389
Martin Capital Advisors
Texas
$302K
PP
390
Patten & Patten
Tennessee
$302K
MSA
391
Marino Stram & Associates
Massachusetts
$299K +$273 +5 +0.1%
RSWM
392
Robertson Stephens Wealth Management
California
$295K -$1.23M -22,477 -79%
SFI
393
SPC Financial Inc
Maryland
$295K
SFP
394
Sandbox Financial Partners
Maryland
$290K +$6.21K +114 +2%
TC
395
TownSquare Capital
Utah
$289K -$303K -5,566 -49%
HI
396
Hudock Inc
Pennsylvania
$289K -$52.8K -969 -14%
CWM
397
Campbell Wealth Management
Virginia
$283K
MIFH
398
Migdal Insurance & Financial Holdings
Israel
$277K -$3.82M -70,028 -93%
AWM
399
Activest Wealth Management
Florida
$276K -$70.4K -1,292 -19%
MWM
400
MBE Wealth Management
Wisconsin
$274K -$32.4K -594 -10%

IHI Hedge Fund Activity: Q2 2022 in Review

593 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2022, worth a combined $2.46B — down 17% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IHI and 51 opened new positions — a net loss of 33 holders — while 234 trimmed existing stakes and 167 added.

The largest buyer was AssetMark Inc, adding an estimated $78.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $88.9M.

  • 593 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2022, down from 632 in Q1 2022.
  • Funds reported $2.46B of iShares US Medical Devices ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 51 funds opened new iShares US Medical Devices ETF positions in Q2 2022 and 84 closed out, a net change of -33 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2022 was AssetMark Inc, an estimated $78.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2022.