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iShares US Medical Devices ETF

577 hedge funds and large institutions have $2.75B invested in iShares US Medical Devices ETF in 2022 Q4 according to their latest regulatory filings, with 79 funds opening new positions, 141 increasing their positions, 238 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed

72% more first-time investments, than exits

New positions opened: 79 | Existing positions closed: 46

33% more capital invested

Capital invested by funds: $2.07B → $2.75B (+$682M)

23% more funds holding in top 10

Funds holding in top 10: 1316 (+3)

4% more funds holding

Funds holding: 556577 (+21)

0.95% more ownership

Funds ownership: 35.47%36.43% (+0.95%)

41% less repeat investments, than reductions

Existing positions increased: 141 | Existing positions reduced: 238

69% less call options, than puts

Call options by funds: $15.2M | Put options by funds: $48.5M

Holders
577
Holders Change
+21
Holders Change %
+3.78%
% of All Funds
9.28%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.26%
New
79
Increased
141
Reduced
238
Closed
46
Calls
$15.2M
Puts
$48.5M
Net Calls
-$33.3M
Net Calls Change
-$39.1M
Name Holding Trade Value Shares
Change
Change in
Stake
BCV
126
Banque Cantonale Vaudoise
Switzerland
$2.69M -$63.9K -1,260 -2%
BWL
127
Bogart Wealth LLC
Virginia
$2.66M +$99.1K +1,953 +4%
HF
128
HRT Financial
New York
$2.65M +$2.55M +50,331 New
FAIM
129
Financial Advocates Investment Management
Washington
$2.52M +$132K +2,594 +6%
OCM
130
Orleans Capital Management
Louisiana
$2.5M -$101K -2,000 -4%
Tudor Investment Corp
131
Tudor Investment Corp
Connecticut
$2.49M +$1.73M +34,011 +256%
SFS
132
Sowell Financial Services
Arkansas
$2.46M +$1.23M +24,252 +108%
GWM
133
Gray Wealth Management
Maine
$2.43M -$59.1K -1,164 -2%
MWM
134
Mascoma Wealth Management
New Hampshire
$2.41M -$203K -3,996 -8%
SWP
135
Stratos Wealth Partners
Ohio
$2.32M -$113K -2,220 -5%
CFD
136
Creative Financial Designs
Indiana
$2.24M +$79.3K +1,563 +4%
VF
137
Virtu Financial
New York
$2.22M +$1.01M +19,964 +90%
HBW
138
Hazlett, Burt & Watson
West Virginia
$2.22M +$215K +4,243 +11%
CAM
139
Cypress Asset Management
Texas
$2.2M
SC
140
Scotia Capital
Ontario, Canada
$2.19M -$2.18K -43 -0.1%
GWM
141
Geneos Wealth Management
Colorado
$2.18M -$168K -3,307 -7%
MBT
142
Montecito Bank & Trust
California
$2.16M +$304K +5,997 +17%
PWS
143
Peterson Wealth Services
Utah
$2.15M +$24.5K +483 +1%
P
144
Palladiem
Pennsylvania
$2.09M -$58K -1,143 -3%
LL
145
LWMG LLC
Minnesota
$2.02M +$1.95M +38,396 New
US Bancorp
146
US Bancorp
Minnesota
$2M +$326K +6,418 +20%
HI
147
Harbour Investments
Wisconsin
$1.99M -$186K -3,656 -9%
AIA
148
Armor Investment Advisors
North Carolina
$1.99M +$32.4K +638 +2%
CA
149
Cetera Advisors
Colorado
$1.98M -$5.33K -105 -0.3%
CAG
150
Csenge Advisory Group
Florida
$1.88M -$36.1K -712 -2%

IHI Hedge Fund Activity: Q4 2022 in Review

577 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q4 2022, worth a combined $2.75B — up 33% from $2.07B a quarter earlier.

Buyers outnumbered sellers: 79 funds opened new IHI positions and 46 closed out — a net gain of 33 holders — while 141 added to existing stakes and 238 trimmed.

The largest buyer was Meitav Investment House, adding an estimated $19.9M. The largest seller was Bank of America, cutting an estimated $36.2M.

  • 577 institutional investors held iShares US Medical Devices ETF (IHI) as of Q4 2022, up from 556 in Q3 2022.
  • Funds reported $2.75B of iShares US Medical Devices ETF stock for Q4 2022, up 33% quarter-over-quarter.
  • 79 funds opened new iShares US Medical Devices ETF positions in Q4 2022 and 46 closed out, a net change of +33 holders.
  • The largest iShares US Medical Devices ETF buyer in Q4 2022 was Meitav Investment House, an estimated $19.9M added.
  • The largest iShares US Medical Devices ETF seller in Q4 2022 was Bank of America, an estimated $36.2M sold.

Based on aggregated 13F filings for Q4 2022.