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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
KA
201
Kovack Advisors
Florida
$1.33M -$675K -12,386 -32%
CBFP
202
Cedar Brook Financial Partners
Ohio
$1.33M +$91.8K +1,684 +7%
Tudor Investment Corp
203
Tudor Investment Corp
Connecticut
$1.32M +$1.43M +26,227 New
SHJ
204
Sharkey, Howes & Javer
Colorado
$1.32M
WBG
205
Wharton Business Group
Pennsylvania
$1.28M +$3.62M +66,495 +35%
OPS
206
Orion Portfolio Solutions
Nebraska
$1.25M +$107K +1,970 +9%
RFC
207
Regions Financial Corp
Alabama
$1.23M
BCM
208
Brookstone Capital Management
Illinois
$1.22M -$132K -2,416 -9%
Creative Planning
209
Creative Planning
Kansas
$1.2M +$258K +4,742 +25%
FFS
210
Founders Financial Securities
Maryland
$1.18M -$167K -3,058 -12%
Fidelity Investments
211
Fidelity Investments
Massachusetts
$1.17M -$301K -5,514 -19%
CIC
212
Carnegie Investment Counsel
Ohio
$1.17M -$225K -4,128 -15%
Vontobel Holding
213
Vontobel Holding
Switzerland
$1.17M
SIC
214
Salem Investment Counselors
North Carolina
$1.16M -$33.2K -610 -3%
PFP
215
Paragon Financial Partners
California
$1.16M -$61.1K -1,121 -5%
BRWA
216
B. Riley Wealth Advisors
Florida
$1.16M -$109K -1,995 -8%
PCFFS
217
Pacific Center for Financial Services
California
$1.14M +$1.2K +22 +0.1%
CCFM
218
Clear Creek Financial Management
Washington
$1.13M -$53.4K -979 -4%
BKA
219
Brick & Kyle Associates
Pennsylvania
$1.1M +$327 +6 +0%
SFG
220
Summit Financial Group
West Virginia
$1.07M +$1.16M +21,235 New
IFG
221
Independent Financial Group
California
$1.06M -$84.8K -1,556 -7%
IA
222
IFG Advisory
Georgia
$1.06M +$183K +3,357 +19%
SMC
223
Smith, Moore & Co
Missouri
$1.06M -$31.9K -585 -3%
LJAC
224
L.J. Altfest & Co
New York
$1.04M +$82.5K +1,514 +8%
EL
225
EQ LLC
Washington
$1.04M +$53.5K +982 +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.