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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
AIC
526
Archer Investment Corporation
Indiana
$14.8K
EI
527
Ellevest Inc
New York
$14.5K
TAM
528
Tucker Asset Management
Colorado
$14.3K
AFG
529
Albion Financial Group
Utah
$12.6K
CYG
530
Clean Yield Group
Vermont
$12.6K
CSPIA
531
Cary Street Partners Investment Advisory
Virginia
$12.6K +$12.2K +240 New
ACM
532
Antonetti Capital Management
Florida
$10.5K
LTI
533
Laffer Tengler Investments
Tennessee
$9.57K +$9.24K +182 New
ATC
534
Adirondack Trust Company
New York
$9.2K +$5.08K +100 +133%
BWM
535
Baystate Wealth Management
Massachusetts
$9K
MFC
536
Morris Financial Concepts
South Carolina
$8.36K -$5.33K -105 -40%
RA
537
Rise Advisors
New York
$7.99K
PA
538
PSI Advisors
Florida
$7.99K +$51 +1 +0.7%
CCMW
539
Cypress Capital Management (Wyoming)
Wyoming
$7.89K
GTAM
540
Global Trust Asset Management
Florida
$7.89K
TAM
541
Townsend Asset Management
North Carolina
$7.89K
LOIP
542
Live Oak Investment Partners
Texas
$6.94K
APC
543
Aspire Private Capital
North Carolina
$6.47K
MFA
544
McClarren Financial Advisors
Pennsylvania
$6K -$51 -1 -0.8%
BBPWM
545
Blue Bell Private Wealth Management
Pennsylvania
$5.99K
KFS
546
Kelly Financial Services
Massachusetts
$5.51K -$152 -3 -3%
MFT
547
Moisand Fitzgerald Tamayo
Florida
$5.36K
Nomura Asset Management
548
Nomura Asset Management
Japan
$5.26K
SMA
549
Sage Mountain Advisors
Georgia
$5.05K -$8.22K -162 -63%
BCMLT
550
Beacon Capital Management LLC (Tennessee)
Tennessee
$4.73K

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.