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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
HR
451
Howe & Rusling
New York
$57K
TWA
452
TCI Wealth Advisors
Arizona
$57K +$57.6K +1,110 +1,233%
ACA
453
Atlas Capital Advisors
Wyoming
$56.6K
OIA
454
Optimum Investment Advisors
Illinois
$50K
EIP
455
Ellis Investment Partners
Pennsylvania
$49K +$156 +3 +0.3%
HH
456
HWG Holdings
Texas
$46K +$51.1K +984 New
TC
457
Truvestments Capital
Florida
$42K
TFGT
458
TS Financial Group (TSFG)
Illinois
$42K
EWM
459
EPG Wealth Management
Georgia
$41K +$44.8K +864 New
EDRH
460
Edmond de Rothschild Holding
Switzerland
$40K -$15.3K -294 -26%
CH
461
Canton Hathaway
Rhode Island
$39K
APW
462
Axim Planning & Wealth
Ohio
$36K
CIAS
463
Capital Investment Advisory Services
North Carolina
$36K
ANBT
464
American National Bank & Trust
Texas
$35K
FPB
465
First PREMIER Bank
South Dakota
$35K
FA
466
Flagstar Advisors
New York
$34.2K +$37.6K +724 New
AWM
467
AllSquare Wealth Management
New York
$33K
OPW
468
Oxler Private Wealth
New York
$31.6K +$14.5K +280 New
PCA
469
Providence Capital Advisors
North Carolina
$31K -$1.5K -29 -4%
TPCW
470
TD Private Client Wealth
New York
$30.2K +$726 +14 +2%
FCA
471
FinTrust Capital Advisors
South Carolina
$30K
WT
472
Whittier Trust
California
$30K
TWM
473
Tradition Wealth Management
Minnesota
$29K +$27.1K +522 +512%
PGAM
474
Princeton Global Asset Management
New Jersey
$28K -$135K -2,593 -81%
SBL
475
Sargent Bickham Lagudis
Colorado
$28K -$10K -193 -24%

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.