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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
MCC
176
Money Concepts Capital
Florida
$1.52M +$1.34M +26,387 +1,037%
PIA
177
Panoramic Investment Advisors
Colorado
$1.5M +$1.45M +28,530 New
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$1.49M +$254K +5,004 +21%
NL
179
NWAM LLC
Washington
$1.47M -$43K -847 -3%
WA
180
WESPAC Advisors
California
$1.41M +$1.36M +26,860 New
Creative Planning
181
Creative Planning
Kansas
$1.41M +$219K +4,306 +19%
Mirae Asset Global Investments
182
Mirae Asset Global Investments
South Korea
$1.39M
SHJ
183
Sharkey, Howes & Javer
Colorado
$1.37M
OC
184
Oppenheimer & Co
New York
$1.37M +$472K +9,305 +56%
PWA
185
Primoris Wealth Advisors
Florida
$1.35M -$36.9K -727 -3%
AIC
186
Ayalon Insurance Company
Israel
$1.34M -$300K -5,910 -19%
BCM
187
Brookstone Capital Management
Illinois
$1.34M +$50.6K +998 +4%
National Bank of Canada
188
National Bank of Canada
Quebec, Canada
$1.34M -$94.4K -1,860 -7%
WS
189
Wedbush Securities
California
$1.31M -$223K -4,389 -15%
FFS
190
Founders Financial Securities
Maryland
$1.31M -$6.14K -121 -0.5%
CWM
191
Circle Wealth Management
New Jersey
$1.31M -$587K -11,564 -32%
OLVIG
192
Oliver Lagore Vanvalin Investment Group
Michigan
$1.31M +$315K +6,202 +33%
PSF
193
Pacific Sun Financial
California
$1.3M -$49.6K -978 -4%
AG
194
Ascent Group
Virginia
$1.3M -$94.6K -1,865 -7%
RFC
195
Regions Financial Corp
Alabama
$1.28M
RSWM
196
Robertson Stephens Wealth Management
California
$1.26M +$914K +18,009 +303%
PAG
197
Private Advisor Group
New Jersey
$1.22M +$952K +18,751 +15%
SIC
198
Salem Investment Counselors
North Carolina
$1.21M -$2.33K -46 -0.2%
UWM
199
USAdvisors Wealth Management
Minnesota
$1.2M -$195K -3,845 -14%
Citadel Advisors
200
Citadel Advisors
Florida
$1.2M -$287K -5,650 -20%

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.