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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
SS
151
Sunbelt Securities
Texas
$1.86M -$126K -2,491 -7%
PA
152
Pinnacle Associates
New York
$1.86M -$121K -2,388 -6%
JWCA
153
J.W. Cole Advisors
Florida
$1.85M -$160K -3,147 -8%
EFH
154
Eaton Financial Holdings
Florida
$1.82M +$1.76M +34,652 New
MA
155
Mutual Advisors
Nebraska
$1.82M -$241K -4,755 -12%
IAN
156
Integrated Advisors Network
Texas
$1.79M -$141K -2,774 -8%
GPA
157
Garrison Point Advisors
California
$1.75M -$4.67K -92 -0.3%
CWM
158
C2C Wealth Management
Arizona
$1.75M
CWM
159
Concentrum Wealth Management
California
$1.74M -$277K -5,456 -14%
DWM
160
Destination Wealth Management
California
$1.74M
IWM
161
IHT Wealth Management
Illinois
$1.68M -$81K -1,597 -5%
TCMP
162
Thrive Capital Management (Pennsylvania)
Pennsylvania
$1.68M -$136K -2,672 -8%
RIG
163
RiverFront Investment Group
Virginia
$1.67M -$2.43M -47,914 -19%
RT
164
Rockland Trust
Massachusetts
$1.65M +$1.59M +31,362 New
YAVAPFMC
165
Yahav Achim Ve Achayot - Provident Funds Management Company
Israel
$1.62M
ASN
166
Advisory Services Network
Georgia
$1.6M +$28.8K +567 +2%
JPLA
167
Joseph P. Lucia & Associates
New York
$1.6M -$120K -2,373 -7%
GJIC
168
Gamble Jones Investment Counsel
California
$1.58M -$13K -256 -0.8%
CW
169
CIC Wealth
Maryland
$1.57M +$1.52M +29,886 New
SFS
170
Security Financial Services
Indiana
$1.57M -$82.9K -1,633 -5%
AFP
171
Ausdal Financial Partners
Iowa
$1.57M +$23.8K +469 +2%
IFWM
172
Institute for Wealth Management
Colorado
$1.55M +$96.6K +1,903 +7%
CBFP
173
Cedar Brook Financial Partners
Ohio
$1.54M +$46.6K +919 +3%
IWC
174
Integrated Wealth Concepts
Massachusetts
$1.53M +$11.1K +218 +0.8%
PCA
175
Prosperity Capital Advisors
Ohio
$1.52M +$1.47M +28,940 New

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.