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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
UB
451
UMB Bank
Missouri
$89K
MWM
452
MinichMacGregor Wealth Management
New York
$88.9K +$85.8K +1,691 New
FCMT
453
Founders Capital Management (Texas)
Texas
$88K +$304 +6 +0.4%
Franklin Resources
454
Franklin Resources
California
$87K -$33.4K -659 -28%
TA
455
Tectonic Advisors
Texas
$85.5K
FWP
456
FAS Wealth Partners
Kansas
$84.1K +$81.2K +1,600 New
JIR
457
James Investment Research
Ohio
$82K +$78.9K +1,554 New
FFA
458
Founders Financial Alliance
North Carolina
$80.2K +$152 +3 +0.2%
FCB
459
First Command Bank
Texas
$79K
FCFS
460
First Command Financial Services
Texas
$79K
BDS
461
Banco de Sabadell
Florida
$78K -$124K -2,437 -53%
FP
462
Financial Perspectives
Minnesota
$75.8K +$51 +1 +0.1%
Amundi
463
Amundi
France
$69.8K
CIA
464
Choate Investment Advisors
Massachusetts
$67.8K
BWP
465
Baldwin Wealth Partners
Massachusetts
$66.9K
ACA
466
Atlas Capital Advisors
Wyoming
$63.1K
HR
467
Howe & Rusling
New York
$63.1K
UCB
468
United Community Bank
South Carolina
$63.1K +$60.9K +1,200 New
GIA
469
Goodwin Investment Advisory
Georgia
$62.5K -$67.1K -1,322 -53%
AAMA
470
Advanced Asset Management Advisors
Ohio
$57K +$55.1K +1,085 New
OIA
471
Optimum Investment Advisors
Illinois
$56.1K
EDRH
472
Edmond de Rothschild Holding
Switzerland
$53.6K +$9.13K +180 +21%
IGWM
473
ICA Group Wealth Management
Colorado
$53.3K +$50.5K +995 New
HH
474
HWG Holdings
Texas
$52K
Qube Research & Technologies (QRT)
475
Qube Research & Technologies (QRT)
United Kingdom
$48.8K -$47.2K -930 -50%

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.