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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
Bank of Montreal
501
Bank of Montreal
Ontario, Canada
$12.2K +$55.5K +1,070 +0.5%
MFC
502
Morris Financial Concepts
South Carolina
$12K
SMA
503
Sage Mountain Advisors
Georgia
$12K
DTIM
504
Danda Trouve Investment Management
Kansas
$12K +$12.9K +248 New
AFG
505
Albion Financial Group
Utah
$11K
CYG
506
Clean Yield Group
Vermont
$11K
GT
507
Glenmede Trust
Pennsylvania
$10K
LS
508
Leelyn Smith
Illinois
$10K +$10.6K +205 New
ACM
509
Antonetti Capital Management
Florida
$9K
BWM
510
Baystate Wealth Management
Massachusetts
$8K
CCMW
511
Cypress Capital Management (Wyoming)
Wyoming
$7K
GTAM
512
Global Trust Asset Management
Florida
$7K
M1FG
513
Mach-1 Financial Group
Arkansas
$7K
PA
514
PSI Advisors
Florida
$7K
TAM
515
Townsend Asset Management
North Carolina
$7K
RA
516
Rise Advisors
New York
$7K +$52 +1 +0.7%
FHA
517
First Horizon Advisors
Tennessee
$6K -$335K -6,456 -98%
APC
518
Aspire Private Capital
North Carolina
$6K
KFS
519
Kelly Financial Services
Massachusetts
$5.08K -$128K -2,472 -96%
MW
520
Milestone Wealth
New York
$5K -$259 -5 -4%
BCMLT
521
Beacon Capital Management LLC (Tennessee)
Tennessee
$5K
BBPWM
522
Blue Bell Private Wealth Management
Pennsylvania
$5K
MFT
523
Moisand Fitzgerald Tamayo
Florida
$5K
WWMSC
524
Wagner Wealth Management (South Carolina)
South Carolina
$5K
MFA
525
McClarren Financial Advisors
Pennsylvania
$5K +$6.23K +120 New

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.