Capital Fund Management (CFM)’s iShares US Medical Devices ETF IHI Stock Holding History

Capital Fund Management (CFM)’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	-13,800	Closed	-$805K	–	2156
2024 Q4	$805K	Sell	13,800 -1,300	-9%	-$77.3K	﹤0.01%	1820
2024 Q3	$894K	Sell	15,100 -15,700	-51%	-$897K	﹤0.01%	1721
2024 Q2	$1.73M	Sell	30,800 -40,800	-57%	-$2.28M	0.01%	1440
2024 Q1	$4.2M	Sell	71,600 -10,200	-12%	-$576K	0.01%	1131
2023 Q4	$4.41M	Buy	+81,800	New	+$4M	0.01%	1144

Other funds holding IHI

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Capital Fund Management (CFM)'s IHI Position: Q2 2025 in Review

Capital Fund Management (CFM) sold out of iShares US Medical Devices ETF (IHI) in Q2 2025, closing a stake of 54,646 shares — an estimated $3.29M sold.

Capital Fund Management (CFM) first reported a position in IHI in Q2 2024 and held it in 4 quarters. The position peaked at $3.83M in Q4 2024. 546 funds tracked by Wall St. Rank hold IHI as of Q2 2025.

Capital Fund Management (CFM) reported no remaining iShares US Medical Devices ETF position as of Q2 2025 after selling out during the quarter.
Capital Fund Management (CFM) sold 54,646 iShares US Medical Devices ETF shares in Q2 2025, an estimated $3.29M.
Capital Fund Management (CFM) first reported a position in iShares US Medical Devices ETF in Q2 2024 and held it in 4 quarters.
Capital Fund Management (CFM)'s iShares US Medical Devices ETF position peaked at $3.83M in Q4 2024.
546 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2025.

Based on Capital Fund Management (CFM)'s 13F filing for Q2 2025, filed 13 Aug 2025.