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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
CAAS
126
Capital Asset Advisory Services
Michigan
$2.2M +$68.9K +1,328 +3%
SWP
127
Stratos Wealth Partners
Ohio
$2.19M -$246K -4,745 -9%
Thrivent Financial for Lutherans
128
Thrivent Financial for Lutherans
Minnesota
$2.16M -$2.25M -43,446 -49%
FAIM
129
Financial Advocates Investment Management
Washington
$2.15M -$512K -9,859 -18%
GWM
130
Geneos Wealth Management
Colorado
$2.11M -$1.92K -37 -0.1%
HI
131
Harbour Investments
Wisconsin
$2.1M
BAM
132
Belpointe Asset Management
Nevada
$2.06M -$19.9K -383 -0.9%
CAM
133
Cypress Asset Management
Texas
$1.98M
SC
134
Scotia Capital
Ontario, Canada
$1.97M -$1.41M -27,216 -39%
CFD
135
Creative Financial Designs
Indiana
$1.94M +$31.5K +607 +1%
P
136
Palladiem
Pennsylvania
$1.93M -$48K -925 -2%
PWS
137
Peterson Wealth Services
Utah
$1.91M +$38.8K +748 +2%
MA
138
Mutual Advisors
Nebraska
$1.86M +$149K +2,869 +8%
CWM
139
Concentrum Wealth Management
California
$1.82M -$789K -15,208 -28%
JWCA
140
J.W. Cole Advisors
Florida
$1.81M -$48.4K -932 -2%
SS
141
Sunbelt Securities
Texas
$1.79M -$49.5K -954 -2%
CA
142
Cetera Advisors
Colorado
$1.78M -$369K -7,105 -16%
PA
143
Pinnacle Associates
New York
$1.78M -$103K -1,979 -5%
HBW
144
Hazlett, Burt & Watson
West Virginia
$1.78M +$29.2K +563 +2%
Susquehanna International Group
145
Susquehanna International Group
Pennsylvania
$1.77M +$1.94M +37,469 New
AIA
146
Armor Investment Advisors
North Carolina
$1.75M +$3.74K +72 +0.2%
IAN
147
Integrated Advisors Network
Texas
$1.74M +$23.2K +448 +1%
CAG
148
Csenge Advisory Group
Florida
$1.72M +$12.3K +237 +0.7%
CWM
149
Circle Wealth Management
New Jersey
$1.72M
ECM
150
ExodusPoint Capital Management
New York
$1.7M +$1.74M +33,545 +1,350%

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.