iShares US Medical Devices ETF
544 hedge funds and large institutions have $2.01B invested in iShares US Medical Devices ETF in 2023 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 152 increasing their positions, 224 reducing their positions, and 80 closing their positions.
47% more call options, than puts
Call options by funds: $18.6M | Put options by funds: $12.7M
3.75% more ownership
Funds ownership: 35.74% → 39.49% (+3.8%)
7% less funds holding
Funds holding: 585 → 544 (-41)
8% less capital invested
Capital invested by funds: $2.19B → $2.01B (-$185M)
32% less repeat investments, than reductions
Existing positions increased: 152 | Existing positions reduced: 224
40% less funds holding in top 10
Funds holding in top 10: 15 → 9 (-6)
46% less first-time investments, than exits
New positions opened: 43 | Existing positions closed: 80
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$50.2M |
| 2 |
HIIFS
Harel Insurance Investments & Financial Services
Ramat Gan,
Israel
|
+$38.8M |
| 3 |
JAWM
J. Arnold Wealth Management
Youngstown,
Ohio
|
+$27.1M |
| 4 |
Goldman Sachs
New York
|
+$22.8M |
| 5 |
SIS
Strategic Investment Solutions
Orland Park,
Illinois
|
+$21.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$34.4M |
| 2 |
TA
TruWealth Advisors
Metairie,
Louisiana
|
-$22.2M |
| 3 |
CM
Castleark Management
Chicago,
Illinois
|
-$8.92M |
| 4 |
Marshall Wace
London,
United Kingdom
|
-$8.65M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$6.53M |
IHI Hedge Fund Activity: Q3 2023 in Review
544 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares US Medical Devices ETF (IHI) for Q3 2023, worth a combined $2.01B — down 8.4% from $2.19B a quarter earlier.
Sellers outnumbered buyers: 80 funds closed out of IHI and 43 opened new positions — a net loss of 37 holders — while 224 trimmed existing stakes and 152 added.
The largest buyer was Bank of America, adding an estimated $50.2M. The largest seller was Morgan Stanley, cutting an estimated $34.4M.
- 544 institutional investors held iShares US Medical Devices ETF (IHI) as of Q3 2023, down from 585 in Q2 2023.
- Funds reported $2.01B of iShares US Medical Devices ETF stock for Q3 2023, down 8.4% quarter-over-quarter.
- 43 funds opened new iShares US Medical Devices ETF positions in Q3 2023 and 80 closed out, a net change of -37 holders.
- The largest iShares US Medical Devices ETF buyer in Q3 2023 was Bank of America, an estimated $50.2M added.
- The largest iShares US Medical Devices ETF seller in Q3 2023 was Morgan Stanley, an estimated $34.4M sold.
Based on aggregated 13F filings for Q3 2023.