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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
MAP
201
Milestone Advisory Partners
North Carolina
$1.19M -$48.2K -949 -4%
BKA
202
Brick & Kyle Associates
Pennsylvania
$1.16M -$2.33K -46 -0.2%
VFM
203
Valley Financial Management
New York
$1.14M +$1.1M +21,625 New
SMC
204
Smith, Moore & Co
Missouri
$1.14M +$1.47K +29 +0.1%
Jane Street
205
Jane Street
New York
$1.12M +$368K +7,244 +51%
IA
206
IFG Advisory
Georgia
$1.12M -$55.4K -1,091 -5%
SFG
207
Summit Financial Group
West Virginia
$1.12M
HAS
208
HBW Advisory Services
California
$1.11M +$35.2K +694 +3%
OPS
209
Orion Portfolio Solutions
Nebraska
$1.11M +$67.1K +1,323 +7%
FFWM
210
Future Financial Wealth Management
Ohio
$1.11M -$31.7K -625 -3%
Vontobel Holding
211
Vontobel Holding
Switzerland
$1.11M -$108K -2,138 -9%
CB
212
Commerce Bank
Missouri
$1.1M
GAA
213
Global Assets Advisory
Florida
$1.08M -$230K -4,523 -18%
CIC
214
Carnegie Investment Counsel
Ohio
$1.08M -$90.2K -1,777 -8%
CT
215
Caldwell Trust
Florida
$1.06M +$38.3K +754 +4%
WA
216
WP Advisors
California
$1.04M +$913 +18 +0.1%
RPCONE
217
Retirement Planning Company of New England
Rhode Island
$1.04M -$14.3K -281 -1%
HWM
218
Heirloom Wealth Management
Colorado
$1.03M +$993K +19,569 New
SAM
219
Strategy Asset Managers
California
$1.01M +$123K +2,415 +14%
Fidelity Investments
220
Fidelity Investments
Massachusetts
$1.01M -$75.9K -1,495 -7%
WP
221
WealthSpring Partners
California
$1.01M
CCFM
222
Clear Creek Financial Management
Washington
$1M +$20.2K +398 +2%
EL
223
EQ LLC
Washington
$1M -$49K -966 -5%
CAPTRUST Financial Advisors
224
CAPTRUST Financial Advisors
North Carolina
$999K +$64.4K +1,269 +7%
IFG
225
Independent Financial Group
California
$979K -$99.4K -1,959 -10%

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.