We are live on ! Find out more
IHI icon

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
LNC
126
Lincoln National Corp
Pennsylvania
$3.13M -$1.7M -31,114 -33%
SA
127
SFI Advisors
New Jersey
$3.11M +$12.5K +229 +0.4%
KPWS
128
Kestra Private Wealth Services
Texas
$3.08M -$5.13M -94,146 -61%
Cetera Investment Advisers
129
Cetera Investment Advisers
Illinois
$3.05M -$131K -2,403 -4%
CS
130
Credit Suisse
Switzerland
$2.97M +$1.15M +21,045 +56%
OLVIG
131
Oliver Lagore Vanvalin Investment Group
Michigan
$2.96M -$1.6M -29,365 -33%
IWC
132
Integrated Wealth Concepts
Massachusetts
$2.91M +$415K +7,621 +15%
JIP
133
Jaffetilchin Investment Partners
Florida
$2.9M +$2.61M +47,944 +500%
LFA
134
Legend Financial Advisors
Pennsylvania
$2.86M +$2.51M +46,077 +435%
E
135
Ergoteles
New York
$2.81M +$3.04M +55,702 New
USCWA
136
U.S. Capital Wealth Advisors
Texas
$2.81M -$322K -5,915 -10%
FAIM
137
Financial Advocates Investment Management
Washington
$2.78M +$529K +9,713 +21%
CWM
138
Concentrum Wealth Management
California
$2.71M +$51.8K +951 +2%
BCV
139
Banque Cantonale Vaudoise
Switzerland
$2.71M
PWMG
140
Prestige Wealth Management Group
New Jersey
$2.7M +$136K +2,504 +5%
OCM
141
Orleans Capital Management
Louisiana
$2.67M -$13.9K -255 -0.5%
YAVAPFMC
142
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$2.65M
MC
143
Mathes Company
New York
$2.62M
Citigroup
144
Citigroup
New York
$2.61M +$1.58M +28,920 +127%
SWP
145
Stratos Wealth Partners
Ohio
$2.58M +$21K +386 +0.8%
MWM
146
Mascoma Wealth Management
New Hampshire
$2.52M -$208K -3,825 -7%
MCM
147
Murphy Capital Management
New Jersey
$2.46M -$21.8K -400 -0.8%
GWM
148
Gray Wealth Management
Maine
$2.44M -$82.5K -1,514 -3%
WP
149
WealthSource Partners
California
$2.37M -$883K -16,202 -26%
GWM
150
Geneos Wealth Management
Colorado
$2.3M +$11.7K +214 +0.5%

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.