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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
OAJ
51
Ogorek Anthony Joseph
New York
$8.69M -$144K -2,645 -2%
SPC
52
Sigma Planning Corp
Michigan
$8.67M -$1.09M -20,037 -10%
AAS
53
Avantax Advisory Services
Texas
$8.24M -$119K -2,176 -1%
CAL
54
Capital Analysts LLC
Pennsylvania
$8.1M -$112K -2,057 -1%
IDA
55
Intelligence Driven Advisers
California
$7.92M -$56.4K -1,035 -0.7%
CA
56
Crumly & Associates
Illinois
$7.85M +$1.57M +28,729 +23%
5L
57
55I LLC
Massachusetts
$7.56M +$27.2K +499 +0.3%
Stifel Financial
58
Stifel Financial
Missouri
$7.05M -$1.21M -22,206 -14%
BAAM
59
Baker Avenue Asset Management
California
$6.93M +$94.8K +1,739 +1%
SIAG
60
Safeguard Investment Advisory Group
California
$6.91M
KCM
61
Karp Capital Management
California
$6.56M -$1.33M -24,453 -16%
FDCDDQ
62
Federation des caisses Desjardins du Quebec
Quebec, Canada
$6.41M -$145K -2,668 -2%
Goldman Sachs
63
Goldman Sachs
New York
$6.28M -$3.74M -68,684 -36%
PAG
64
Private Advisor Group
New Jersey
$6.19M -$7.58K -139 -0.1%
AIP
65
Ahrens Investment Partners
Louisiana
$6.19M -$973K -17,857 -13%
LDFR
66
Lehman & Derafelo Financial Resources
Pennsylvania
$6.14M +$24.6K +452 +0.4%
Baird Financial Group
67
Baird Financial Group
Wisconsin
$6.11M -$85K -1,560 -1%
EWA
68
Exencial Wealth Advisors
Oklahoma
$5.88M -$205K -3,755 -3%
DAS
69
Dynamic Advisor Solutions
Arizona
$5.84M +$675K +12,393 +12%
FTS
70
Fifth Third Securities
Ohio
$5.81M +$6.28M +115,204 New
UCIG
71
Ulrich Consultants & Investment Group
New Mexico
$5.8M +$6.27M +115,045 New
PAMG
72
Patton Albertson Miller Group
Tennessee
$5.75M -$2.35M -43,201 -27%
AWS
73
Atria Wealth Solutions
New York
$5.69M -$316K -5,806 -5%
SSA
74
Schonfeld Strategic Advisors
New York
$5.58M +$1.42M +26,100 +31%
CAC
75
Certified Advisory Corp
Florida
$5.55M +$491K +9,012 +9%

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.