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iShares US Medical Devices ETF

632 hedge funds and large institutions have $2.96B invested in iShares US Medical Devices ETF in 2022 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 183 increasing their positions, 257 reducing their positions, and 77 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more call options, than puts

Call options by funds: $11.3M | Put options by funds: $10.2M

1.46% less ownership

Funds ownership: 39.33%37.87% (-1.5%)

5% less funds holding

Funds holding: 662632 (-30)

17% less capital invested

Capital invested by funds: $3.56B → $2.96B (-$595M)

21% less funds holding in top 10

Funds holding in top 10: 2822 (-6)

29% less repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 257

30% less first-time investments, than exits

New positions opened: 54 | Existing positions closed: 77

Holders
632
Holders Change
-30
Holders Change %
-4.53%
% of All Funds
9.97%
Holding in Top 10
22
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-21.43%
% of All Funds
0.35%
New
54
Increased
183
Reduced
257
Closed
77
Calls
$11.3M
Puts
$10.2M
Net Calls
+$1.08M
Net Calls Change
-$44K
Name Holding Trade Value Shares
Change
Change in
Stake
PP
401
Patten & Patten
Tennessee
$365K +$1.31K +22 +0.4%
AWA
402
Acorn Wealth Advisors
Michigan
$365K +$12K +201 +3%
MCA
403
Martin Capital Advisors
Texas
$365K +$22.1K +370 +7%
TCWM
404
Total Clarity Wealth Management
Illinois
$363K -$349K -5,861 -50%
MSA
405
Marino Stram & Associates
Massachusetts
$361K +$1.07K +18 +0.3%
EA
406
Eudaimonia Advisors
Tennessee
$359K -$180K -3,019 -34%
CHAM
407
Clear Harbor Asset Management
Connecticut
$358K +$350K +5,870 New
SFI
408
SPC Financial Inc
Maryland
$356K -$31.6K -530 -8%
SPFA
409
Summit Place Financial Advisors
New Jersey
$355K -$43.2K -725 -11%
CA
410
Clearstead Advisors
Ohio
$348K +$62.7K +1,052 +23%
BDS
411
Banco de Sabadell
Florida
$347K -$778K -13,058 -70%
TWC
412
TD Waterhouse Canada
Ontario, Canada
$345K -$2.41M -40,413 -88%
CWM
413
Congress Wealth Management
Massachusetts
$345K -$29.5M -495,306 -99%
SFP
414
Sandbox Financial Partners
Maryland
$344K -$74.6K -1,252 -18%
CWM
415
Campbell Wealth Management
Virginia
$342K -$60K -1,007 -15%
AC
416
Avestar Capital
New York
$335K -$3.81M -63,887 -92%
CWM
417
Comprehensive Wealth Management
Washington
$329K +$82.1K +1,377 +34%
BFO
418
Biltmore Family Office
North Carolina
$329K
TW
419
TrinityPoint Wealth
Connecticut
$325K -$32.5K -545 -9%
AIP
420
Almanack Investment Partners
Pennsylvania
$320K -$37K -620 -11%
HWM
421
Howard Wealth Management
Connecticut
$320K +$2.09K +35 +0.7%
MIA
422
MMBG Investment Advisors
Florida
$311K
KWA
423
Kellett Wealth Advisors
Ohio
$309K +$38.7K +650 +15%
D
424
Dentgroup
Louisiana
$305K +$298K +4,997 New
ATPW
425
Ashton Thomas Private Wealth
Arizona
$300K -$118K -1,972 -29%

IHI Hedge Fund Activity: Q1 2022 in Review

632 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q1 2022, worth a combined $2.96B — down 17% from $3.56B a quarter earlier.

Sellers outnumbered buyers: 77 funds closed out of IHI and 54 opened new positions — a net loss of 23 holders — while 257 trimmed existing stakes and 183 added.

The largest buyer was CFS Investment Advisory Services, adding an estimated $96.8M. The largest seller was JP Morgan Chase, cutting an estimated $58.7M.

  • 632 institutional investors held iShares US Medical Devices ETF (IHI) as of Q1 2022, down from 662 in Q4 2021.
  • Funds reported $2.96B of iShares US Medical Devices ETF stock for Q1 2022, down 17% quarter-over-quarter.
  • 54 funds opened new iShares US Medical Devices ETF positions in Q1 2022 and 77 closed out, a net change of -23 holders.
  • The largest iShares US Medical Devices ETF buyer in Q1 2022 was CFS Investment Advisory Services, an estimated $96.8M added.
  • The largest iShares US Medical Devices ETF seller in Q1 2022 was JP Morgan Chase, an estimated $58.7M sold.

Based on aggregated 13F filings for Q1 2022.