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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
Morgan Stanley
1
Morgan Stanley
New York
$223M +$20M +367,486 +9%
LPL Financial
2
LPL Financial
California
$155M +$3.21M +58,836 +2%
Bank of America
3
Bank of America
North Carolina
$155M +$2.74M +50,196 +2%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$98.5M +$4.24M +77,844 +4%
UBS Group
5
UBS Group
Switzerland
$75.2M -$17.5M -321,704 -18%
Ameriprise
6
Ameriprise
Minnesota
$74.8M +$4.02M +73,793 +5%
Wells Fargo
7
Wells Fargo
California
$73.3M -$12.6M -232,039 -14%
AssetMark Inc
8
AssetMark Inc
California
$72.6M +$78.4M +1,438,734 +1,498,681%
MIH
9
Meitav Investment House
Israel
$55.2M +$6.78M +124,333 +13%
Fisher Asset Management
10
Fisher Asset Management
Washington
$51.6M +$5.22M +95,812 +10%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$49.9M -$12.1M -221,125 -18%
HIIFS
12
Harel Insurance Investments & Financial Services
Israel
$40.4M -$739K -13,552 -2%
Osaic Holdings
13
Osaic Holdings
Arizona
$37.6M +$9.41M +172,658 +30%
MFS
14
Mirabella Financial Services
United Kingdom
$34.3M +$8.65M +158,680 +31%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$32.4M -$1.7M -31,280 -5%
TD Asset Management
16
TD Asset Management
Ontario, Canada
$30.1M
RJA
17
Raymond James & Associates
Florida
$27.6M -$1.65M -30,257 -5%
PAMP
18
Polar Asset Management Partners
Ontario, Canada
$26.9M +$29.1M +533,100 New
BlackRock
19
BlackRock
New York
$25.6M -$2.31M -42,317 -8%
GKWIM
20
Gerber Kawasaki Wealth & Investment Management
California
$20.7M -$1.86M -34,075 -8%
NFC
21
Northeast Financial Consultants
Connecticut
$20.6M -$2.2M -40,301 -9%
MML Investors Services
22
MML Investors Services
Massachusetts
$20.4M -$1.2M -22,077 -5%
IA
23
IFP Advisors
Florida
$20.4M
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$19.7M -$679K -12,450 -3%
TA
25
TruWealth Advisors
Louisiana
$19.7M +$1.05M +19,339 +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.