We are live on ! Find out more
IHI icon

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
AWM
376
Avitas Wealth Management
California
$305K +$17.6K +347 +6%
CWM
377
Campbell Wealth Management
Virginia
$299K -$3.45K -68 -1%
HWM
378
Howard Wealth Management
Connecticut
$291K +$9.64K +190 +4%
PFG
379
Prosperity Financial Group
California
$290K +$280K +5,510 New
NFSG
380
Newbridge Financial Services Group
Florida
$284K -$50.3K -991 -15%
SCFS
381
S.C. Financial Services
Arizona
$284K -$2.49K -49 -0.9%
MSCM
382
McElhenny Sheffield Capital Management
Texas
$283K +$1.01K +20 +0.4%
TFS
383
Thoroughbred Financial Services
Tennessee
$277K -$111K -2,186 -29%
SFM
384
Signet Financial Management
New Jersey
$276K -$14.3K -282 -5%
KWS
385
Keystone Wealth Services
California
$271K -$1.42K -28 -0.5%
AWA
386
Arkadios Wealth Advisors
Georgia
$270K +$45.6K +899 +21%
UAS
387
United Asset Strategies
New York
$270K +$260K +5,129 New
SRSA
388
S.R. Schill & Associates
Washington
$269K -$8.98K -177 -3%
MIA
389
MMBG Investment Advisors
Florida
$268K
FIA
390
Foundations Investment Advisors
Arizona
$263K -$54.9K -1,081 -18%
ATPW
391
Ashton Thomas Private Wealth
Arizona
$259K
SWM
392
SeaCrest Wealth Management
New York
$256K -$3.2K -63 -1%
CCA
393
Column Capital Advisors
Indiana
$255K
PAMG
394
Patton Albertson Miller Group
Tennessee
$254K -$266K -5,235 -52%
MW
395
Marcum Wealth
Ohio
$253K -$29.5K -581 -11%
AIM
396
Acropolis Investment Management
Missouri
$252K
SFP
397
Sterling Financial Planning
New Jersey
$252K +$406 +8 +0.2%
SFI
398
SPC Financial Inc
Maryland
$250K -$19.8K -390 -8%
CIA
399
Capital Investment Advisors
Georgia
$248K +$239K +4,710 New
BCP
400
Blue Chip Partners
Michigan
$248K +$239K +4,711 New

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.