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iShares US Medical Devices ETF

593 hedge funds and large institutions have $2.46B invested in iShares US Medical Devices ETF in 2022 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 234 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.08% more ownership

Funds ownership: 37.87%37.95% (+0.08%)

6% less funds holding

Funds holding: 632593 (-39)

17% less capital invested

Capital invested by funds: $2.96B → $2.46B (-$504M)

18% less funds holding in top 10

Funds holding in top 10: 2218 (-4)

27% less call options, than puts

Call options by funds: $14.6M | Put options by funds: $19.9M

29% less repeat investments, than reductions

Existing positions increased: 167 | Existing positions reduced: 234

39% less first-time investments, than exits

New positions opened: 51 | Existing positions closed: 84

Holders
593
Holders Change
-39
Holders Change %
-6.17%
% of All Funds
9.99%
Holding in Top 10
18
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-18.18%
% of All Funds
0.3%
New
51
Increased
167
Reduced
234
Closed
84
Calls
$14.6M
Puts
$19.9M
Net Calls
-$5.36M
Net Calls Change
-$6.43M
Name Holding Trade Value Shares
Change
Change in
Stake
1832 Asset Management
626
1832 Asset Management
Ontario, Canada
-$272K -4,529 Closed
NCM
627
Northwest Capital Management
Oregon
-$268K -4,396 Closed
T
628
TCWP
Ohio
-$266K -4,376 Closed
LWA
629
Lineweaver Wealth Advisors
Ohio
-$260K -4,270 Closed
VFA
630
Valeo Financial Advisors
Indiana
-$250K -4,105 Closed
JSC
631
Jackson Square Capital
California
-$234K -3,846 Closed
MWA
632
Meridian Wealth Advisors
Texas
-$232K -3,810 Closed
PPW
633
Pinnacle Private Wealth
Massachusetts
-$227K -3,730 Closed
JA
634
JVL Associates
Michigan
-$227K -3,716 Closed
NCM
635
NCM Capital Management
New Jersey
-$226K -3,700 Closed
FHC
636
First Heartland Consultants
Missouri
-$225K -3,698 Closed
CAM
637
Cresset Asset Management
Illinois
-$225K -3,688 Closed
TCM
638
Tufton Capital Management
Maryland
-$224K -3,685 Closed
SIC
639
Samalin Investment Counsel
New York
-$224K -3,680 Closed
RIG
640
Renaissance Investment Group
Massachusetts
-$201K -3,661 Closed
C
641
CEDRUS
Colorado
-$222K -3,634 Closed
PPW
642
Parcion Private Wealth
Washington
-$220K -3,604 Closed
BFC
643
Bedel Financial Consulting
Indiana
-$215K -3,534 Closed
SS
644
Simplicity Solutions
Minnesota
-$215K -3,528 Closed
HFS
645
Howard Financial Services
Texas
-$215K -3,526 Closed
AWE
646
Avidian Wealth Enterprises
Texas
-$210K -3,448 Closed
RW
647
Rede Wealth
Virginia
-$210K -3,443 Closed
CFG
648
Citizens Financial Group
Rhode Island
-$207K -3,403 Closed
WIA
649
World Investment Advisors
California
-$205K -3,371 Closed
SRC
650
Shufro Rose & Co
New York
-$204K -3,350 Closed

IHI Hedge Fund Activity: Q2 2022 in Review

593 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2022, worth a combined $2.46B — down 17% from $2.96B a quarter earlier.

Sellers outnumbered buyers: 84 funds closed out of IHI and 51 opened new positions — a net loss of 33 holders — while 234 trimmed existing stakes and 167 added.

The largest buyer was AssetMark Inc, adding an estimated $78.4M. The largest seller was CFS Investment Advisory Services, cutting an estimated $88.9M.

  • 593 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2022, down from 632 in Q1 2022.
  • Funds reported $2.46B of iShares US Medical Devices ETF stock for Q2 2022, down 17% quarter-over-quarter.
  • 51 funds opened new iShares US Medical Devices ETF positions in Q2 2022 and 84 closed out, a net change of -33 holders.
  • The largest iShares US Medical Devices ETF buyer in Q2 2022 was AssetMark Inc, an estimated $78.4M added.
  • The largest iShares US Medical Devices ETF seller in Q2 2022 was CFS Investment Advisory Services, an estimated $88.9M sold.

Based on aggregated 13F filings for Q2 2022.