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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
FCH
376
Freestone Capital Holdings
Washington
$278K -$126K -2,436 -29%
CWM
377
Campbell Wealth Management
Virginia
$271K +$6.85K +132 +2%
SFM
378
Signet Financial Management
New Jersey
$261K -$36.7K -707 -11%
SCFS
379
S.C. Financial Services
Arizona
$257K -$87.6K -1,689 -24%
AWM
380
Avitas Wealth Management
California
$257K +$5.81K +112 +2%
MW
381
Marcum Wealth
Ohio
$254K -$1.14K -22 -0.4%
MSCM
382
McElhenny Sheffield Capital Management
Texas
$253K -$38.9K -750 -12%
HWM
383
Howard Wealth Management
Connecticut
$251K +$277K +5,340 New
SRSA
384
S.R. Schill & Associates
Washington
$249K +$3.84K +74 +1%
KWS
385
Keystone Wealth Services
California
$244K -$88.2K -1,699 -25%
SFI
386
SPC Financial Inc
Maryland
$243K -$36.3K -700 -12%
MIA
387
MMBG Investment Advisors
Florida
$241K
SFP
388
Sandbox Financial Partners
Maryland
$238K -$37.2K -717 -12%
WI
389
WBI Investments
New Jersey
$235K -$54.1K -1,043 -17%
SWM
390
SeaCrest Wealth Management
New York
$233K
ATPW
391
Ashton Thomas Private Wealth
Arizona
$233K
HSBC Holdings
392
HSBC Holdings
United Kingdom
$232K -$3.13M -60,249 -93%
TCWM
393
Total Clarity Wealth Management
Illinois
$232K -$6.54K -126 -2%
JIC
394
Johnson Investment Counsel
Ohio
$230K +$253K +4,868 New
CCA
395
Column Capital Advisors
Indiana
$229K
AIM
396
Acropolis Investment Management
Missouri
$226K
SFP
397
Sterling Financial Planning
New Jersey
$226K
RA
398
RFG Advisory
Alabama
$226K +$12.6K +242 +6%
OAP
399
One Advisory Partners
Kansas
$223K -$522K -10,059 -68%
TP
400
Tranquility Partners
Tennessee
$221K

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.