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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
PP
501
PrairieView Partners
Minnesota
$31K
NMG
502
New Millennium Group
Utah
$30.3K
AWM
503
Aspire Wealth Management
Massachusetts
$27.9K -$1.17K -23 -4%
CP
504
Castleview Partners
Texas
$27.4K +$26.5K +522 New
CAM
505
Costello Asset Management
Pennsylvania
$26.8K
OWA
506
One Wealth Advisors
California
$26.3K +$25.4K +501 New
CWA
507
Clearview Wealth Advisors
Oregon
$25.3K
TWM
508
Tradition Wealth Management
Minnesota
$25K -$7.51K -148 -24%
MSFP
509
Mark Sheptoff Financial Planning
Connecticut
$23.7K
CS
510
Comerica Securities
Michigan
$22.9K +$22.1K +436 New
TFA
511
Transamerica Financial Advisors
Florida
$21K +$19K +374 +2,877%
EWA
512
EverSource Wealth Advisors
Alabama
$19.8K +$4.47K +88 +31%
FFL
513
Financial Freedom LLC
Ohio
$19.5K +$18.8K +371 New
AFS
514
Annapolis Financial Services
Maryland
$19.2K
TSWM
515
Tyler-Stone Wealth Management
Ohio
$19K
AWM
516
Avior Wealth Management
Nebraska
$18.8K -$3.65K -72 -17%
ACA
517
Aptus Capital Advisors
Alabama
$18.3K +$51 +1 +0.3%
ZIG
518
Zullo Investment Group
Pennsylvania
$18.3K -$609 -12 -3%
EWM
519
Endurance Wealth Management
Rhode Island
$18K
CPG
520
Cornerstone Planning Group
New Jersey
$17.1K +$16.1K +318 New
LS
521
Leelyn Smith
Illinois
$16.9K +$5.94K +117 +57%
WWM
522
Wolff Wiese Magana
California
$16.8K -$5.08K -100 -24%
VCM
523
Vigilant Capital Management
Maine
$16K
SIS
524
Sound Income Strategies
Florida
$15.8K +$15.2K +300 New
PB
525
Pinnacle Bancorp
Nebraska
$15K

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.