iShares US Medical Devices ETF
585 hedge funds and large institutions have $2.19B invested in iShares US Medical Devices ETF in 2023 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 168 increasing their positions, 233 reducing their positions, and 38 closing their positions.
79% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 38
5% more funds holding
Funds holding: 557 → 585 (+28)
0% more funds holding in top 10
Funds holding in top 10: 15 → 15 (0)
4% less capital invested
Capital invested by funds: $2.28B → $2.19B (-$81.5M)
2.34% less ownership
Funds ownership: 38.08% → 35.74% (-2.3%)
28% less repeat investments, than reductions
Existing positions increased: 168 | Existing positions reduced: 233
32% less call options, than puts
Call options by funds: $12.4M | Put options by funds: $18.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$13.5M |
| 2 |
CM
Castleark Management
Chicago,
Illinois
|
+$8.7M |
| 3 |
WAS
WESPAC Advisors SoCal
Pasadena,
California
|
+$8.59M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$8.06M |
| 5 |
GWA
GGM Wealth Advisors
Baltimore,
Maryland
|
+$6.73M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MMH
Menora Mivtachim Holdings
Ramat Gan,
Israel
|
-$107M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
-$37.7M |
| 3 |
TD Asset Management
Toronto,
Ontario, Canada
|
-$32.2M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$12.8M |
| 5 |
NSLI
Nan Shan Life Insurance
Taipei City,
Taiwan
|
-$12.6M |
IHI Hedge Fund Activity: Q2 2023 in Review
585 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q2 2023, worth a combined $2.19B — down 3.6% from $2.28B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new IHI positions and 38 closed out — a net gain of 30 holders — while 168 added to existing stakes and 233 trimmed.
The largest buyer was LPL Financial, adding an estimated $13.5M. The largest seller was Menora Mivtachim Holdings, exiting entirely with an estimated $107M sold.
- 585 institutional investors held iShares US Medical Devices ETF (IHI) as of Q2 2023, up from 557 in Q1 2023.
- Funds reported $2.19B of iShares US Medical Devices ETF stock for Q2 2023, down 3.6% quarter-over-quarter.
- 68 funds opened new iShares US Medical Devices ETF positions in Q2 2023 and 38 closed out, a net change of +30 holders.
- The largest iShares US Medical Devices ETF buyer in Q2 2023 was LPL Financial, an estimated $13.5M added.
- The largest iShares US Medical Devices ETF seller in Q2 2023 was Menora Mivtachim Holdings, an estimated $107M sold.
Based on aggregated 13F filings for Q2 2023.