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iShares US Medical Devices ETF
IHI

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: 13 → 16 (+3)

4% more funds holding

Funds holding: 556 → 577 (+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

Top Buyers

1
MIH
Meitav Investment House
Israel
+$19.9M
2
Morgan Stanley
Morgan Stanley
New York
+$12.5M
3
JAWM
J. Arnold Wealth Management
Ohio
+$12.2M
4
JMPWA
JP Morgan Private Wealth Advisors
California
+$6.98M
5
Fisher Asset Management
Fisher Asset Management
Washington
+$6.44M

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$36.2M
2
Citigroup
Citigroup
New York
-$26.6M
3
Bessemer Group
Bessemer Group
New Jersey
-$9.86M
4
CA
Crumly & Associates
Illinois
-$6.57M
5
AssetMark Inc
AssetMark Inc
California
-$5.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
551
MV Capital Management
Maryland
$4.73K – – –
KFI
552
Key Financial Inc
Pennsylvania
$4.25K – – –
TCM
553
TD Capital Management
Tennessee
$4.23K +$51 +1 +1%
CFO
554
CVA Family Office
Colorado
$3.47K – – –
FHA
555
First Horizon Advisors
Tennessee
$3.15K -$3.91K -77 -56%
AW
556
Avion Wealth
Texas
$3K – – –
PPWM
557
PFG Private Wealth Management
Florida
$3K – – –
CB
558
CNB Bank
Pennsylvania
$2.52K – – –
S
559
SignatureFD
Georgia
$2.26K – – –
GI
560
Gradient Investments
Minnesota
$2.21K – – –
BEI
561
Benjamin Edwards Inc
Missouri
$2K – – –
CSB
562
City State Bank
Iowa
$2K – – –
SFCL
563
Strengthening Families & Communities LLC
Massachusetts
$2K – – –
FA
564
Fortis Advisors
Pennsylvania
$1.91K – – –
LWANC
565
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.89K – – –
IF
566
Integrity Financial
Wyoming
$1.84K -$609 -12 -26%
AIM
567
Arcadia Investment Management
Michigan
$1.52K – – –
CA
568
Crewe Advisors
Utah
$1.16K – – –
VF
569
VitalStone Financial
Texas
$1K +$913 +18 New
HT
570
Headlands Technologies
Illinois
$1K +$964 +19 New
WAM
571
WFA Asset Management
Wisconsin
$954 – – –
CSWG
572
Cardinal Strategic Wealth Guidance
Kentucky
$946 -$15.7K -310 -95%
MPCL
573
My Personal CFO LLC
Washington
$946 +$913 +18 New
AWM
574
Align Wealth Management
Oklahoma
$708 +$761 +15 New
ACM
575
AlphaStar Capital Management
North Carolina
$705 -$13.9K -274 -2%
21 22
23
24 25

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.