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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
Thrivent Financial for Lutherans
401
Thrivent Financial for Lutherans
Minnesota
$246K -$2.06M -40,564 -90%
JIC
402
Johnson Investment Counsel
Ohio
$243K -$12.7K -250 -5%
KeyBank National Association
403
KeyBank National Association
Ohio
$241K +$16.4K +324 +8%
FCH
404
Freestone Capital Holdings
Washington
$236K -$71K -1,399 -24%
M&T Bank
405
M&T Bank
New York
$235K -$232K -4,573 -51%
CMS
406
Capital Market Strategies
Florida
$231K -$13.1K -258 -6%
VWM
407
Vigilare Wealth Management
Arizona
$231K +$5.33K +105 +2%
W
408
WealthOne
New York
$230K +$222K +4,384 New
WI
409
WBI Investments
New Jersey
$229K -$39.5K -778 -15%
F
410
F3Logic
Minnesota
$224K -$11.1K -218 -5%
GBS
411
Gallagher Benefit Services
Illinois
$224K +$216K +4,254 New
AF
412
Allworth Financial
California
$223K +$42K +827 +24%
IDA
413
Intelligence Driven Advisers
California
$222K -$690K -13,606 -77%
1IA
414
1834 Investment Advisors
Wisconsin
$220K +$212K +4,179 New
TCWM
415
Total Clarity Wealth Management
Illinois
$219K -$38.4K -756 -15%
TP
416
Tranquility Partners
Tennessee
$217K -$27.9K -550 -12%
WWM
417
Western Wealth Management
Colorado
$212K -$401K -7,911 -66%
TCM
418
Tufton Capital Management
Maryland
$210K +$203K +4,000 New
LSIA
419
LaSalle St. Investment Advisors
Illinois
$210K +$204K +4,013 New
TW
420
TrinityPoint Wealth
Connecticut
$208K +$201K +3,966 New
AA
421
Advisory Alpha
Michigan
$205K +$198K +3,896 New
CS
422
Capital Square
Tennessee
$205K +$198K +3,895 New
UCFA
423
United Capital Financial Advisors
Texas
$205K +$198K +3,893 New
SFP
424
Sandbox Financial Partners
Maryland
$204K -$59.1K -1,164 -23%
QIM
425
Quantitative Investment Management
Virginia
$202K -$246K -4,844 -56%

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.