Advisors Capital Management
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Advisors Capital Management’s iShares US Medical Devices ETF IHI Stock Holding History

Advisors Capital Management’s Portfolio IHI Stock Details IHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-8,481
Closed -$495K – 516
2024
Q4 		$495K Sell
8,481
-351
-4% -$20.9K 0.01% 373
2024
Q3 		$523K Buy
8,832
+228
+3% +$13K 0.01% 359
2024
Q2 		$482K Sell
8,604
-294
-3% -$16.5K 0.01% 364
2024
Q1 		$521K Buy
8,898
+285
+3% +$16.1K 0.01% 357
2023
Q4 		$465K Buy
8,613
+799
+10% +$39K 0.01% 355
2023
Q3 		$379K Buy
7,814
+759
+11% +$40.4K 0.01% 328
2023
Q2 		$398K Buy
7,055
+47
+0.7% +$2.59K 0.01% 339
2023
Q1 		$378K Sell
7,008
-39
-0.6% -$2.08K 0.01% 332
2022
Q4 		$370K Sell
7,047
-537
-7% -$27.3K 0.01% 345
2022
Q3 		$388K Sell
7,584
-1,570
-17% -$81.5K 0.01% 348
2022
Q2 		$462K Buy
9,154
+1,715
+23% +$93.5K 0.01% 305
2022
Q1 		$453K Buy
7,439
+1,160
+18% +$69.2K 0.01% 320
2021
Q4 		$414K Buy
6,279
+876
+16% +$56.1K 0.01% 328
2021
Q3 		$339K Sell
5,403
-3
-0.1% -$191 0.01% 337
2021
Q2 		$325K Buy
5,406
+24
+0.4% +$1.39K 0.01% 323
2021
Q1 		$296K Buy
5,382
+354
+7% +$19.6K 0.01% 310
2020
Q4 		$274K Sell
5,028
-96
-2% -$5.02K 0.01% 308
2020
Q3 		$256K Buy
5,124
+336
+7% +$16.3K 0.01% 277
2020
Q2 		$211K Buy
+4,788
New +$205K 0.01% 282

Other funds holding IHI

Menora Mivtachim Holdings
Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Harel Insurance Investments & Financial Services
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Advisors Capital Management's IHI Position: Q1 2025 in Review

Advisors Capital Management sold out of iShares US Medical Devices ETF (IHI) in Q1 2025, closing a stake of 8,481 shares — an estimated $495K sold.

Advisors Capital Management first reported a position in IHI in Q2 2020 and held it in 19 quarters. The position peaked at $523K in Q3 2024. 560 funds tracked by Wall St. Rank hold IHI as of Q1 2025.

  • Advisors Capital Management reported no remaining iShares US Medical Devices ETF position as of Q1 2025 after selling out during the quarter.
  • Advisors Capital Management sold 8,481 iShares US Medical Devices ETF shares in Q1 2025, an estimated $495K.
  • Advisors Capital Management first reported a position in iShares US Medical Devices ETF in Q2 2020 and held it in 19 quarters.
  • Advisors Capital Management's iShares US Medical Devices ETF position peaked at $523K in Q3 2024.
  • 560 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q1 2025.

Based on Advisors Capital Management's 13F filing for Q1 2025, filed 27 May 2025.