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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
OSAM
476
O'Shaughnessy Asset Management
Connecticut
$47.6K -$61.7K -1,216 -57%
AWM
477
Accurate Wealth Management
Florida
$47.6K +$44.7K +880 New
TC
478
Truvestments Capital
Florida
$47.3K
TFGT
479
TS Financial Group (TSFG)
Illinois
$47K
FFA
480
Farther Finance Advisors
California
$46.8K +$45.2K +890 New
DWP
481
Destiny Wealth Partners
Florida
$45.7K -$70.9K -1,398 -62%
EWM
482
EPG Wealth Management
Georgia
$45.4K
CTA
483
Colonial Trust Advisors
South Carolina
$44.3K +$42.8K +843 New
CH
484
Canton Hathaway
Rhode Island
$44K
RFA
485
Resurgent Financial Advisors
Georgia
$41.8K +$40.3K +795 New
TFS
486
TrustCore Financial Services
Tennessee
$41K +$12.2K +240 +44%
ANBT
487
American National Bank & Trust
Texas
$39K
FPB
488
First PREMIER Bank
South Dakota
$39K
AWM
489
AllSquare Wealth Management
New York
$36.6K
RLIM
490
Red Lighthouse Investment Management
New York
$35K +$33.8K +666 New
PCA
491
Providence Capital Advisors
North Carolina
$34.6K +$558 +11 +2%
TPCW
492
TD Private Client Wealth
New York
$33.7K
WT
493
Whittier Trust
California
$33.1K
BTI
494
Blue Trust Inc
Georgia
$33K -$62.4K -1,230 -64%
PGAM
495
Princeton Global Asset Management
New Jersey
$32K
GWS
496
Glassman Wealth Services
Virginia
$31.7K
MA
497
Montag & Associates
Georgia
$31.5K -$45.7K -900 -60%
FCA
498
FinTrust Capital Advisors
South Carolina
$31.5K
MMG
499
Monetary Management Group
Missouri
$31.5K
WOSD
500
WFA of San Diego
California
$31.5K +$30.4K +600 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.