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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
BOPW
576
Brandywine Oak Private Wealth
Pennsylvania
-$361K -7,171 Closed
OGC
577
Oak Grove Capital
New Hampshire
-$352K -6,974 Closed
Marshall Wace
578
Marshall Wace
United Kingdom
-$336K -6,656 Closed
MFG
579
Merit Financial Group
Georgia
-$327K -6,487 Closed
EWA
580
EP Wealth Advisors
California
-$322K -6,393 Closed
WP
581
WealthShield Partners
North Carolina
-$321K -6,373 Closed
AWM
582
Activest Wealth Management
Florida
-$276K -5,480 Closed
MWM
583
MBE Wealth Management
Wisconsin
-$274K -5,424 Closed
Wealthfront Advisers
584
Wealthfront Advisers
California
-$267K -5,296 Closed
TC
585
Telemus Capital
Michigan
-$264K -5,227 Closed
W
586
WealthOne
New York
-$262K -5,197 Closed
Bank of New York Mellon
587
Bank of New York Mellon
New York
-$247K -4,897 Closed
WA
588
WBH Advisory
Maryland
-$244K -4,756 Closed
WEG
589
World Equity Group
Illinois
-$236K -4,675 Closed
CS
590
Capital Square
Tennessee
-$226K -4,495 Closed
WA
591
Wealth Alliance
New York
-$221K -4,380 Closed
SPFA
592
Summit Place Financial Advisors
New Jersey
-$215K -4,270 Closed
AA
593
Advisory Alpha
Michigan
-$215K -4,269 Closed
1IA
594
1834 Investment Advisors
Wisconsin
-$211K -4,179 Closed
DY
595
Dowling & Yahnke
California
-$207K -4,098 Closed
IFS
596
Ifrah Financial Services
Arkansas
-$206K -4,093 Closed
VAS
597
Vestmark Advisory Solutions
Massachusetts
-$206K -4,090 Closed
KWA
598
Kellett Wealth Advisors
Ohio
-$204K -4,046 Closed
IA
599
Insight Advisors
Pennsylvania
-$219K -4,045 Closed
TW
600
TrinityPoint Wealth
Connecticut
-$201K -3,986 Closed

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.