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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
Bank Julius Baer & Co
426
Bank Julius Baer & Co
Switzerland
$110K -$1.92K -37 -2%
Franklin Resources
427
Franklin Resources
California
$109K +$63.3K +1,220 +112%
DWP
428
Destiny Wealth Partners
Florida
$107K -$9.65K -186 -8%
RG
429
Retirement Group
California
$104K -$32.2K -620 -22%
Fifth Third Bancorp
430
Fifth Third Bancorp
Ohio
$100K -$7.47K -144 -6%
OSAM
431
O'Shaughnessy Asset Management
Connecticut
$100K
BTI
432
Blue Trust Inc
Georgia
$97K
Qube Research & Technologies (QRT)
433
Qube Research & Technologies (QRT)
United Kingdom
$88K -$554K -10,684 -85%
UB
434
UMB Bank
Missouri
$80K
FCMT
435
Founders Capital Management (Texas)
Texas
$79K
MA
436
MUFG Americas
New York
$77K -$16.2K -312 -16%
HWMA
437
Heritage Wealth Management (Arizona)
Arizona
$77K -$8.72K -168 -9%
TA
438
Tectonic Advisors
Texas
$77K
CCM
439
Covington Capital Management
California
$73K -$10.4K -200 -11%
FFA
440
Founders Financial Alliance
North Carolina
$72K +$18.7K +360 +31%
FCB
441
First Command Bank
Texas
$71K
FCFS
442
First Command Financial Services
Texas
$71K
MA
443
Montag & Associates
Georgia
$71K
SAM
444
Strategic Asset Management
Minnesota
$71K +$3.17K +61 +4%
FP
445
Financial Perspectives
Minnesota
$68K +$52 +1 +0.1%
EW
446
Evoke Wealth
California
$68K
SC
447
Stephens Consulting
Michigan
$65.7K
Amundi
448
Amundi
France
$65K -$46.7K -900 -41%
CIA
449
Choate Investment Advisors
Massachusetts
$61K
BWP
450
Baldwin Wealth Partners
Massachusetts
$60K

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.