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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
HFA
426
High Falls Advisors
New York
$201K +$194K +3,831 New
Chevy Chase Trust
427
Chevy Chase Trust
Maryland
$201K +$194K +3,820 New
CA
428
CoreCap Advisors
Michigan
$190K +$183K +3,608 New
CT
429
Clearstead Trust
Maine
$179K
HWMA
430
Heritage Wealth Management (Arizona)
Arizona
$168K +$79.2K +1,560 +96%
EL
431
EMFO LLC
Florida
$163K -$5.08K -100 -3%
WAM
432
Worth Asset Management
Texas
$152K
SSB
433
Sandy Spring Bank
Maryland
$150K +$51 +1 +0%
GT
434
Glenmede Trust
Pennsylvania
$148K +$131K +2,585 +1,134%
FCA
435
Fortis Capital Advisors
Kansas
$147K +$142K +2,800 New
CA
436
Clearstead Advisors
Ohio
$141K -$2.99K -59 -2%
CT
437
Cambridge Trust
Massachusetts
$141K
RG
438
Retirement Group
California
$135K +$18.4K +363 +16%
LFG
439
Larson Financial Group
Missouri
$131K -$3.04K -60 -2%
Bessemer Group
440
Bessemer Group
New Jersey
$121K -$9.86M -194,285 -99%
CWP
441
Concord Wealth Partners
Virginia
$117K +$113K +2,228 New
GFWA
442
Grey Fox Wealth Advisors
Delaware
$116K +$112K +2,210 New
LWP
443
Lumature Wealth Partners
Georgia
$116K -$41.2K -812 -27%
Fifth Third Bancorp
444
Fifth Third Bancorp
Ohio
$111K
BlackRock
445
BlackRock
New York
$111K +$106K +2,086 +6,953%
Bank Julius Baer & Co
446
Bank Julius Baer & Co
Switzerland
$103K -$18.4K -363 -16%
PIMG
447
Patriot Investment Management Group
Tennessee
$98.6K +$92.6K +1,824 New
LFA
448
Legend Financial Advisors
Pennsylvania
$98K -$2.87M -56,623 -97%
SBL
449
Sargent Bickham Lagudis
Colorado
$98K +$64.2K +1,265 +211%
CT
450
Colonial Trust
South Carolina
$94.6K +$91.3K +1,800 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.