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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
GWS
476
Glassman Wealth Services
Virginia
$28K
MMG
477
Monetary Management Group
Missouri
$28K
PP
478
PrairieView Partners
Minnesota
$28K
HPC
479
HM Payson & Co
Maine
$27K
NMG
480
New Millennium Group
Utah
$27K
AWM
481
Aspire Wealth Management
Massachusetts
$26K -$89.4K -1,723 -76%
TFS
482
TrustCore Financial Services
Tennessee
$25K
CAM
483
Costello Asset Management
Pennsylvania
$24K
CWA
484
Clearview Wealth Advisors
Oregon
$23K -$4.36K -84 -15%
MSFP
485
Mark Sheptoff Financial Planning
Connecticut
$21K
AWM
486
Avior Wealth Management
Nebraska
$20K -$80K -1,541 -78%
WWM
487
Wolff Wiese Magana
California
$20K
ACM
488
Absolute Capital Management
Pennsylvania
$17.6K +$19.3K +372 New
TSWM
489
Tyler-Stone Wealth Management
Ohio
$17K
ZIG
490
Zullo Investment Group
Pennsylvania
$17K
AFS
491
Annapolis Financial Services
Maryland
$17K +$19K +366 New
CSWG
492
Cardinal Strategic Wealth Guidance
Kentucky
$16K -$1.82M -35,113 -99%
EWM
493
Endurance Wealth Management
Rhode Island
$16K
ACA
494
Aptus Capital Advisors
Alabama
$16K +$7.78K +150 +76%
VCM
495
Vigilant Capital Management
Maine
$15K
EWA
496
EverSource Wealth Advisors
Alabama
$14K -$4.67K -90 -24%
PB
497
Pinnacle Bancorp
Nebraska
$14K
TAM
498
Tucker Asset Management
Colorado
$13.6K
AIC
499
Archer Investment Corporation
Indiana
$13.3K
EI
500
Ellevest Inc
New York
$13K

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.